Customer Relation Executive

Job Overview:

As a Customer Relation Executive at Melker Finance, you will be the face of the company , serving as the first point of contact for customers. Your role is to engage with clients, understand their financial needs, offer appropriate products and solutions, and maintain long-term relationships. You will be responsible for ensuring customer satisfaction, resolving queries, and supporting overall business growth through excellent service and communication.

Key Responsibilities:

1. Customer Engagement

• Greet walk-in clients and respond to incoming calls and inquiries in a professional manner.
• Understand the customer s financial needs and suggest appropriate products such as personal loans, gold loans, fixed deposits, and investment options.
• Provide accurate information about products, terms, interest rates, and eligibility criteria.

2. Relationship Building

• Maintain strong relationships with existing clients to promote repeat business and referrals.
• Assist in client onboarding, including document collection, KYC verification, and account setup.
• Follow up with clients regarding product renewals, interest payments, and pending documentation.

3. Customer Support & Service

• Handle customer queries and concerns related to loan processing, repayment schedules, EMI details, and other account-related services.
• Coordinate with internal teams (collections, credit, operations) to resolve issues quickly and efficiently.
• Escalate unresolved concerns to the branch head or relevant department as needed.

4. Sales Support

• Work with the sales team to help achieve branch targets and cross-sell financial products.
• Maintain customer interaction logs and update CRM systems regularly.
• Support field staff by scheduling appointments or follow-ups for lead conversion.

5. Compliance & Documentation

• Ensure all customer interactions and transactions adhere to RBI guidelines and company policies.
• Assist in the preparation and verification of loan applications and agreements.
• Handle confidential customer data with integrity and discretion.

Required Qualifications:

• Education: Graduate in Commerce, Finance, Business Administration, or a related field
• Language: Proficiency in English and local language(s)

Key Skills & Attributes:

• Strong interpersonal and communication skills
• Customer-first attitude with a pleasant personality
• Ability to understand financial products and explain them clearly
• Basic knowledge of financial services (loans, deposits, etc.)
• Good organizational and time management skills
• Proficient in MS Office and CRM software

Job Profile : Customer Relation Executive
Industry : sales-and-marketing