Client Relationship Executive Jobs Opening in Mywish Market Places Pvt Ltd at Sector 15, Noida, Noida-Others, Noida
Client Relationship Executive
0 Years 
12500 - 16000 Monthly 
Certificate Course (ITI), Diploma, B.Com(International Business, Investment Banking, Investment Management, Logistics and Supply Chain Management, Management, Management & Finance, Service Industry Management), BA, BBA/BBM, MBA/PGDM, 12th Pass (HSE), Other Graduate, Other Post Graduate, Other Course(Other Course) 
Job Description
Process : Pre-Approved offer client base for Personal loan Product
Job Summary:
We are looking for an energetic and customer-focused Client Relationship Executive (CRE) to work in our Pre-Approved Personal Loan Process team. This role involves engaging with a pre-filtered client base that has already received pre-approved loan offers, and helping them complete the loan application or disbursement process smoothly.
You will act as the key point of contact between the company (or banking partner) and eligible clients, guiding them through loan features, documentation, and addressing queries. Your primary goal is to convert leads into disbursed personal loans while maintaining high customer satisfaction.
Key Responsibilities:
1. Client Interaction & Outreach
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Reach out to potential clients with pre-approved personal loan offers using phone calls, SMS, WhatsApp, or email.
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Clearly communicate loan eligibility, offer amount, interest rates, tenure, and repayment options.
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Handle both inbound and outbound calls in a professional and courteous manner.
2. Relationship Management
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Build trust and maintain a long-term relationship with clients by addressing all queries clearly and patiently.
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Assist clients with documentation, form filling, e-KYC, and digital verification procedures.
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Provide regular updates on application status and resolve any procedural delays.
3. Lead Conversion & Target Achievement
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Follow up with leads in a timely and persistent manner to improve conversion rates.
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Achieve daily/weekly/monthly disbursement and call volume targets set by the team leader.
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Ensure high accuracy in lead tracking, disposition, and maintaining CRM records.
4. Compliance & Quality Checks
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Adhere to internal company policies, banking regulations, and fair practice codes while interacting with clients.
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Ensure all loan sales and document collection are done transparently and as per audit norms.
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Escalate any suspected fraudulent activity or document discrepancy to the manager immediately.
5. Coordination with Internal Teams
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Liaise with the credit team, document verification team, and banking partners to ensure smooth processing of cases.
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Share feedback on common customer queries, complaints, and loan application bottlenecks.
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Collaborate with tele-calling executives, field officers, or loan disbursement teams wherever required.
More information about this Client Relationship Executive Job
Please go through the below FAQs to get all answers related to the given Client Relationship Executive job
- What are the job requirements to apply for this Client Relationship Executive job position?
- Ans: A candidate must have a minimum of fresher as an Client Relationship Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: Diploma, Certificate Course (ITI), B.Com, BA, BBA/BBM, MBA/PGDM, 12th Pass (HSE), Other Graduate, Other Post Graduate, Other Course
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Client Relationship Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Client Relationship Executive position?
- Ans: There are immediate 1 job openings for Client Relationship Executive in our Organisation.
Job Particulars
About Company
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