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Here’s a professional Job Description (JD) for Customer Relationship Executive you can use or customize:
Job Title: Customer Relationship Executive
Department: Sales / Customer Service
Location: [Your Location]
Reports To: Customer Relationship Manager / Sales Manager
Job Summary:
The Customer Relationship Executive will be responsible for building and maintaining long-term relationships with customers, ensuring excellent customer service, handling queries, and promoting company products/services. The role focuses on enhancing customer satisfaction, retention, and driving business growth through effective client engagement.
Key Responsibilities:
- Develop and maintain strong relationships with existing and new customers.
- Handle customer inquiries, complaints, and service requests promptly and professionally.
- Coordinate with internal departments (sales, operations, accounts, etc.) to resolve customer issues.
- Regularly update customers on new products, services, offers, and company initiatives.
- Ensure high levels of customer satisfaction by providing personalized support.
- Maintain accurate records of customer interactions, transactions, and feedback in CRM systems.
- Assist in preparing customer reports, MIS, and documentation.
- Identify opportunities for cross-selling and up-selling company products/services.
- Support the sales and marketing team in customer engagement activities, events, and campaigns.
- Follow up on payments, renewals, and service agreements.
Key Skills & Competencies:
- Excellent communication and interpersonal skills.
- Strong problem-solving and negotiation abilities.
- Customer-focused attitude with patience and empathy.
- Ability to manage multiple customer accounts effectively.
- Good organizational and time-management skills.
- Proficiency in MS Office and CRM software.
- Team player with a proactive approach.
Qualifications & Experience:
- Bachelor’s degree in Business Administration, Marketing, or related field.
- 1–3 years of experience in customer service, client relationship, or sales support role.
- Experience in financial Services, Portfolio Management industry will be preferred.
Job Types: Full-time, Permanent
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
- Internet reimbursement
Experience:
- Customer relationship management: 2 years (Required)
Language:
- English (Required)
Willingness to travel:
- 25% (Required)
Work Location: In person
Speak with the employer
+91 9758020000