• Customer Relationship Executive , customer accounts executive Jobs in Bhubaneshwar,India - 25710278

  • MASTERKEY MANAGEMENT CONSULTANTS PVT LTD

Job Description:

for CASA

To acquire new customers Current/Saving accounts (CASA),Term Deposit, Recurring Deposit, Loan products & third party products like Insurance & Mutual funds by Referral, Marketing, Pamphlet distribution, Visiting and meeting Shopkeepers, Professional like doctor, lawyers


  • Adherence to the process for new CASA and Cross sell, adhering to KYC Norms, adherence to the laid down systems and procedures in business and collections , completion on no of accounts sourcing, hooks in terms of mobile banking, internet banking, Aadhar updating (mobile/email)

  • Movement of CASA Forms, Service Enquiry to the existing and related products & services of customers, adherence to process

  • Enhance the existing relationship with customers by analyzing his/her needs, deepening of the book value

  • Achieve the monthly sales targets


  • Roles and Responsibilities

    * Handle MFI customers

    * Responsible for take new lead business from small batch customers

    * Collect KYC documents as per our terms

    * Ensure the company policy on doing the loan process to customer

    * Meet the customer on daily basis and ensure the payment regularity

    * Solve the customer query on loan process

  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Insurance
    Functional Area : Finance, Sales/Business Development
    Role : Loan/Mortgage, Retail Finance, Client Servicing, Relati
    Salary : Rs 1.40 - 3.60 Lacs p.a.
    Deadline : 20th Jul 2020

    Key Skills:

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