Customer Relationship Manager_ Off Role

Mahindra Finance; Delhi Cantonment, Gurugram District; On-site; INR 350,000 - 600,000; Full time

Job summary

Mahindra Finance in Delhi seeks an operations-focused professional to drive customer-facing service and ensure audit readiness. The role emphasizes daily reporting, adherence to standards, and timely processing of critical tasks to maintain quality and compliance.

The candidate will handle KFS uploads, CSS creation within target times, and strive to meet branch business objectives while resolving customer queries promptly and proactively.

Responsibilities

• Drive ACH activation for customers as per defined targets.
• Ensure desired audit ratings and timely ATR submission in the audit portal.
• Maintain DWM discipline through daily reporting and adherence to operational standards.
• Handle exceptions related to KFS upload and CSS creation within defined TAT.
• Achieve fee-based business targets (MI, HI, AFC) and investment business targets (FD, MF).
• Deliver loan business targets (PAPQ, Suvidha, Wheels Loan) as per annual plans.
• Ensure timely PDD updation (RC, Invoice, Insurance) within SLA.
• Improve QRC resolution within TAT to enhance customer satisfaction.
• Ensure timely file movement/dispatch to RMC before the 20th of the next month.
• Provide personalized service to customers and resolve queries promptly.
• Support Branch Head in achieving overall branch business and compliance objectives.

Job description

Role & responsibilities

1. Drive ACH activation for customers as per defined targets.
2. Ensure desired audit ratings and timely ATR submission in the audit portal.
3. Maintain DWM discipline through daily reporting and adherence to operational standards.
4. Handle exceptions related to KFS upload and CSS creation within defined TAT.
5. Achieve fee-based business targets (MI, HI, AFC) and investment business targets (FD, MF).
6. Deliver loan business targets (PAPQ, Suvidha, Wheels Loan) as per annual plans.
7. Ensure timely PDD updation (RC, Invoice, Insurance) within SLA.
8. Improve QRC resolution within TAT to enhance customer satisfaction.
9. Ensure timely file movement/dispatch to RMC before the 20th of the next month.
10. Provide personalized service to customers and resolve queries promptly.
11. Support Branch Head in achieving overall branch business and compliance objectives.

Preferred candidate profile