The Relationship Executive is responsible for acquiring new members, maintaining long-term customer relationships, ensuring timely activities, promoting schemes, and delivering excellent customer service. The role involves both field and branch activities to achieve business growth while maintaining customer satisfaction and compliance with company policies. The responsibilities align with common relationship executive and chit-fund roles across the financial services industry.
Key Responsibilities
- Generate new business by enrolling customers into schemes.
- Build and maintain strong relationships with existing customers.
- Explain plans, auction procedures, benefits, terms, and conditions to customers.
- Handle customer queries, complaints, and provide prompt resolutions.
- Assist customers with KYC, documentation, and account opening formalities.
- Coordinate with branch operations for smooth auction and disbursement processes.
- Conduct regular field visits to strengthen customer relationships and generate referrals.
- Maintain accurate customer records, collection reports, and daily activity reports.
- Promote new schemes, special offers, and company services.
- Ensure compliance with the Chit Funds Act, company policies, and internal procedures.
- Work closely with the Branch Manager to achieve branch business goals
Required Skills
- Excellent communication and interpersonal skills.
- Strong customer relationship skills
- Sales and business development mindset.
- Good problem-solving and follow-up skills.
- Basic computer knowledge (MS Office/CRM).
- Ability to work independently and achieve targets.
- Knowledge of local language (Tamil) is essential.
Pay: ₹25,000.00 - ₹30,000.00 per month
Benefits:
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
Work Location: In person
