Customer Relationship Executive Graduate Experience Jobs in Vadodara

Key Responsibilities:Develop and maintain strong working relationships with bank branch staff.Drive insurance sales through the assigned bank branches.Identify cross-selling and upselling opportunities with bank customers.Conduct regular training sessions and joint sales calls with bank employees.Ensure compliance with internal and regulatory guidelines.Monitor and achieve sales targets as per the business plan.Resolve partner and customer queries in a timely manner.Report daily/weekly/monthly sales performance to the management.Work closely with internal teams for policy issuance, claims, and service support.

We are looking for a dedicated and customer-oriented Customer Relationship Executive to join our insurance team. The ideal candidate will be responsible for managing relationships with policyholders, resolving customer concerns, and ensuring a smooth and positive experience throughout the policy lifecycle. This role requires excellent communication skills, attention to detail, and a service-focused mindset.

Company-Shhivtek Industries Private LimitedLocal Only Female Candidate applyLocation-Vadodara (Asopalav OneWest Sevasi Canal Road,Vadodara)Experience-2 to 5 YearsEmail id- info@shiva-group.comRoles &* Responsibilities:*Maintain up-to-date customer database and records in the systemService Reminder call to customers as per processAnswer calls professionally to provide necessary information about products and services, and obtain details of complaints.Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions, are taken.Follow up to ensure that appropriate actions were taken on customers requests/ complaints.Escalate unresolved customer grievances or special requests to the concerned for further actions as per the escalation matrix.

Primary responsibility of the person is to garner loans by developing the relationship with local Real Estate Developers.Work on the database which company provide & call & meet potential clientsCoordinate with the Banker to process & disburse the loan files