Job Description
Job Title:Customer Relationship Executive & Senior CRE
Employment Type:Probation- Permanent
Job Code: Ex. 12349
Department: Sales
Salary Grade: Ex. 10
Reports to: Based on Department
Created/Revised: Ex.15/06/2026
Work Modality:On-Campus
Preferred Candidate: Experienced male or female candidates.
Job Summary
A Customer Relationship Executive in a Co-operative Society is responsible for building and maintaining strong relationships with members and customers. The role involves assisting customers with account-related services, deposits, loans, and society products while ensuring excellent service quality. The executive acts as the first point of contact, handles enquiries and complaints, and supports member retention and growth. They promote society schemes, ensure proper documentation and compliance with co-operative rules, and coordinate with internal departments for timely service delivery. The position plays a key role in enhancing member satisfaction, trust, and long-term engagement with the society.
Core Responsibilities
· Act as the primary point of contact for members and customers of the co-operative society.
· Assist members with account opening, deposits, withdrawals, loans, and other society services.
· Explain society schemes, benefits, interest rates, and policies clearly to members.
· Build and maintain strong, long-term relationships with existing and new members.
· Handle customer enquiries, requests, and complaints and ensure timely resolution.
· Promote deposits, loan products, and member welfare schemes to achieve business targets.
· Ensure accurate documentation and compliance with co-operative laws, KYC, and internal guidelines.
· Maintain customer records, registers, and system entries correctly.
· Coordinate with branch staff and management to deliver smooth and efficient service.
· Support member retention, satisfaction, and growth of the society’s customer base.
Minimum Requirements
1–3 years of experience in customer service, banking, NBFC, or co-operative society operations.
1. Basic knowledge of co-operative society rules, deposits, loans, and member services.
2. Familiarity with KYC documentation and basic compliance requirements.
3. Good communication skills in the local language; working knowledge of English preferred.
4. Ability to handle customers politely and resolve issues effectively.
5. Basic computer skills, including MS Office and banking/financial software.
6. Sales orientation with the ability to promote society schemes and products.
7. Honest, responsible, and member-focused attitude.
8. Willingness to work flexible hours and meet service or business targets when required.
Education/Certifications
1. Graduate in Commerce, Business Administration, Banking, or a related field (preferred).
Work Experience
1–3 years of experience in customer service, banking, NBFC, or co-operative society operations.
Core Competencies
· Strong customer service and relationship management skills.
· Clear verbal and written communication abilities.
· Knowledge of co-operative society products, deposits, and loan schemes.
· Sales and persuasion skills to promote society services and schemes.
· Problem-solving and complaint-handling capability.
· Attention to detail for accurate documentation and record keeping.
· Basic financial and numerical understanding.
· Computer literacy and ability to use banking or society software.
· Time management and multitasking skills.
· Ethical conduct, integrity, and member-focused approach.
5. Physical Fitness
· General physical fitness to perform daily office and customer-facing duties.
· Ability to sit and work at a desk for extended periods while handling records and systems.
· Capability to stand and move within the branch to assist members when required.
· Good stamina to manage continuous customer interactions throughout the working day.
· Adequate vision and hearing for effective communication and document verification.
· Ability to handle light physical tasks such as file movement and register handling.
· Fitness to occasionally travel locally for member visits, marketing, or recovery follow-ups.
· No major physical limitations that would affect customer service, documentation, or branch operations.
Pay: ₹15,000.00 - ₹50,000.00 per month
Benefits:
Work Location: In person
