As a Customer Relationship Manager, you will be responsible for building and maintaining strong
relationships with existing and prospective customers/loan partners, understanding their financial
requirements, explaining suitable financial products, and managing leads through regular follow-ups to
drive conversions.
The ideal candidate should have excellent communication and interpersonal skills, a customer-focused
approach, a positive attitude, and the ability to work towards daily and monthly targets.
Key Responsibilities
• Build and maintain strong relationships with existing and prospective customers/loan partners.
• Make inbound and outbound calls to prospective and existing customers.
• Understand customer requirements and recommend suitable financial products and loan solutions.
• Explain the company’s financial products, loan processes, and related services clearly.
• Handle customer queries and provide appropriate assistance throughout the process.
• Follow up regularly with interested and potential customers.
• Maintain accurate records of customers, leads, interactions, and follow-ups.
• Coordinate with relevant teams to ensure smooth processing of customer requirements.
• Achieve daily calling, productivity, and customer engagement targets.
• Work towards monthly sales and conversion targets.
• Maintain professional, positive, and long-term relationships with customers.
• Ensure a high level of customer satisfaction and timely resolution of customer concerns.
Candidate Requirements
• Female candidates preferred.
• Good communication and interpersonal skills.
• Basic English speaking ability.
• Strong customer-handling and relationship-building skills.
• Good typing and calling skills.
• Basic knowledge of computers and MS Excel.
• Quick learner with a positive attitude and growth mindset.
• Minimum 6 months of telecalling/customer relationship experience preferred.
• Experience in the finance/loan industry preferred.
• Candidates interested in long-term career growth and performance-based incentives will be preferred.
• Ability to work effectively in a target-driven environment.
What We Offer
1 Fixed Salary + Performance-Based Incentives
2 Attractive incentive opportunities based on performance
3 Training and on-the-job support
4 Opportunity to develop skills in financial services and customer relationship management
5 Growth-oriented work environment
6 Long-term career growth opportunities