CREM( Customer Relationship Executive Manager)

Janalakshmi Financial Services; North (SC); On-site; USD 42,000 - 65,000; Full time

Job summary

Janalakshmi Financial Services in South Carolina seeks a CREM to identify clusters with potential for JL business. You will source new customers, drive cross-sell opportunities, and ensure timely disbursements and collections, with field coordination and data gathering.

Responsibilities include validating customer documents, preparing CIS forms, arranging meetings, and reporting cluster status to IT. A hands-on communicator with strong computer skills will thrive in this role at our branch

Qualifications

• Hands-on experience in sourcing business sales, customer relations and operations, credit process and documentation, collections or field coordination.
• Education: Graduates or Post Graduates.
• Should have relevant knowledge & skills in communication, computers skill.

Responsibilities

• Identify clusters with potential for JL business.
• Source new customers and drive cross selling of products.
• Ensure on-time disbursements through smart cards and on-time collections.
• Conduct field surveys and gather information for cluster reports.
• Prepare cluster reports and obtain a cluster code from IT.
• Attend meetings early and ensure venue readiness for leads.
• Verify customer document credentials and CIS form accuracy.
• Introduce CRES at CIS meetings and provide required support.

Skills

Communication skills

Computer skills

Customer relations

Education

Graduates

Post Graduates

Job description

Education – Graduates, Post Graduates

Experience – 1 — 2 years of hands – on experience in Sourcing business sales, customer relations and operations, credit process and documentation, collections or field coordination

Communication: Should have relevant knowledge & skills in communication, computers skill

JOB Description:

The CREM is responsible to identify cluster which appears to potential for JL business.

• Understand the branch logistics and JFS business model

• Sourcing of new customers

• Ensure customer acquisition for cross selling products

• Ensure on time disbursements through smart cards

• On time collections

• Undertake field surveys and gather information for cluster report

• Prepare cluster report and obtain a cluster code from IT.

• Arrive at the venue at least 10 min. in advance of the scheduled time and ensure that the venue is ready to receive the leads.

• Calling customer meeting and ensure meeting discipline. Maintain quorum.

• Verification of the customer document credentials

• Ensure information filled in CIS form is correct

• Introduce CRES at the CIS meeting and provide required support