Customer Relationship Executive

Key Responsibilities

Customer Calling & Follow-ups

• Make outbound calls to potential and existing customers.

• Explain company products/services clearly and confidently.

• Follow up with interested customers to complete account opening formalities.

Account Opening Support

• Assist customers in opening accounts as per company process.

• Guide customers through documentation and verification requirements.

• Ensure accuracy and completeness of customer details.

Relationship Management

• Build and maintain strong relationships with customers.

• Handle basic customer queries and escalate issues when required.

• Provide timely updates and support to customers during the onboarding process.

Target & Volume Handling

• Achieve daily and monthly calling and account opening targets.

• Handle a high volume of accounts efficiently.

• Maintain proper records of calls, follow-ups, and account status.

Documentation & Reporting

• Update CRM or tracking sheets regularly.

• Maintain call logs and account opening reports.

• Share daily activity and progress reports with the team lead.

Required Skills & Qualifications

• Graduate or equivalent qualification.

• Fresher candidates are welcome.

• Good communication skills in English and local language.

• Basic knowledge of computers (MS Excel, email, CRM tools).

• Ability to handle pressure and work with targets.

• Customer-focused and positive attitude.

• Willingness to learn and adapt quickly.

• It is a Full Time Telesales / Telemarketing job for candidates with 0 - 6 months of experience.