Customer Relationship Officer

Vistaar Finance; Kallakurichi, Thanjavur; On-site; INR 350,000 - 500,000; Full time

Job summary

Vistaar Finance in Tamil Nadu seeks a customer-focused professional to manage relationships, provide financial product and loan assistance, and drive lead generation and disbursement targets.

You will onboard customers, perform KYC, handle documentation and application processing, coordinate with Credit, Operations and Collections, monitor EMI payments and resolve queries while ensuring compliance and high customer satisfaction.

Qualifications

• Handled customer relationships and provided financial product/loan assistance.
• Generated leads and achieved assigned loan sales and disbursement targets.
• Managed customer onboarding, KYC, documentation, and application processing.
• Coordinated with Credit, Operations, and Collections teams for smooth loan processing.
• Followed up on EMI payments and overdue accounts.
• Resolved customer queries and complaints while ensuring customer satisfaction.
• Maintained customer records, MIS reports, and ensured compliance with company policies.

Job description

Role & responsibilities

• Handled customer relationships and provided financial product/loan assistance.
• Generated leads and achieved assigned loan sales and disbursement targets.
• Managed customer onboarding, KYC, documentation, and application processing.
• Coordinated with Credit, Operations, and Collections teams for smooth loan processing.
• Followed up on EMI payments and overdue accounts.
• Resolved customer queries and complaints while ensuring customer satisfaction.
• Maintained customer records, MIS reports, and ensured compliance with company policies.