5,330 Overseas Customer Relations jobs in India

RELATIONSHIP MANAGER (Insurance and Loans)

Company Summary

Vanmoh Chit Funds – A Growing Leader in South India's Financial Space is headquartered in Coimbatore, Tamil Nadu, and operates actively across multiple districts. Positioning itself as a 'fast-growing and trusted financial organization,' Vanmoh emphasizes ethical conduct, transparent operations, and customer-first practices to build credibility in the region.

Job Summary:

Vanmoh Chit Funds Pvt. Ltd. is seeking a dynamic and customer-focused Relationship Manager to join our team. The candidate will be responsible for building and maintaining strong customer relationships, promoting and cross-selling insurance and loan products, and ensuring high customer satisfaction.

Key Responsibilities:

Develop and manage a portfolio of clients for insurance and loan products.

Conduct financial needs analysis to understand customer requirements and provide appropriate solutions.

Promote and sell insurance policies (life, health, and general insurance) and loan products (personal loans, business loans, etc.).

Maintain regular contact with clients and provide after-sales support.

Meet sales targets and ensure compliance with internal and regulatory guidelines.

Coordinate with internal departments and external partners (insurance companies, NBFCs, etc.) for seamless processing.

Educate customers on new financial products and services.

Handle customer queries, grievances, and resolve issues in a timely manner.

Maintain accurate records of customer interactions and transactions.

Requirements:

Bachelor's degree in Business, Finance, or a related field (preferred).

1–3 years of experience in sales, preferably in insurance, loans, or banking sectors.

Strong knowledge of loan and insurance products.

Excellent communication, negotiation, and interpersonal skills.

Local language proficiency is a plus.

Key Competencies:

Customer-centric approach

Target-driven and result-oriented

Problem-solving and conflict resolution skills

Ability to work independently and as part of a team

Good analytical and documentation skills

Compensation & Benefits:

Competitive salary with incentives

Travel allowance (if applicable)

Performance bonuses

Opportunities for career growth and development

• The Relationship Management team, as part of the CRDU model is a dedicated team to create added value for the Credit Risk Management teams by aligning operations functions and processes with a dedicated Relationship Manager who will work closely with the respective CRM teams and CRM COO to manage enquiries as key contact, prepare and distribute reporting, support process efficiencies and end-to-end resolution of systemic issues, while providing regular communication with various departments within DB.

Your key responsibilities

• Focus on processes of higher complexity and reporting, requiring detailed interpretation & understanding credit related information used to finalise the reports and presentations within the scope of the function
• Preparing, coordinating and distributing reports and perform quality control, including data analysis, evaluation and presentation of results in MIS
• Preparation and regular review of credit ratings, key figures and reporting for a defined portfolio (E.g.: Leveraged Structure, Real Estate etc.)
• Coordination of incoming enquiries and point of contact for the dedicated CRM team providing uniform communication to the relevant stakeholder
• Participation across Relationship Management team with other Relationship Managers to coordinate ongoing and regular progress, tracking of core issues identified by CRM ensuring that all issues are centrally and effectively coordinated and actioned, address root- cause issues and monitor progress
• Collaborate with the finance and credit risk change teams on strategic initiatives, assist with UAT testing for changes or enhancements to the respective risk systems
• Documentation of routine processes, following key guidelines within agreed procedures
• Coordinate and provide SME overview for audit requirements
• Lead a team and provide leadership/guidance on people management topics
• Processing of ad hoc enquiries within the scope of the standardised or non- standardised processes
• Provide coverage for other CRDU Relationship Management team members

Your skills and experience

• Relevant work experience for min. 5 years in a Bank and/or in Credit Risk
• University degree (in Commerce, Economics, Finance, Business Administration)
• Detailed knowledge of DB Credit Risk or other DB Risk systems is beneficial
• People management experience (Preferred)

Key Responsibilities:

• Conduct cold and warm outreach via email, phone, and LinkedIn to connect with inbound leads and potential clients.
• Proactively research and identify new partner/client opportunities within relevant sectors.
• Assist in nurturing existing client relationships, ensuring regular follow-ups and engagement.
• Coordinate with internal teams to ensure seamless execution of retention and engagement initiatives.

Who Should Apply:

• Students or recent graduates with strong communication skills and a keen interest in sales, client servicing, or business development.
• Proficiency in MS Office and LinkedIn usage is a plus.
• Available to work full-time from the Mumbai office for the internship duration.

Vijaya Diagnostic Centre P. Ltd. is looking for EXECUTIVE - RELATIONSHIP MANAGEMENT to join our dynamic team and embark on a rewarding career journey

• Client Relationship Management:Building and maintaining strong relationships with clients or customers Understanding their needs and requirements
• Customer Service:Providing excellent customer service and addressing customer inquiries or concerns Resolving issues and ensuring customer satisfaction
• Sales and Cross-selling:Identifying opportunities to cross-sell or upsell products or services to existing clients Achieving sales targets and contributing to revenue growth
• Communication:Effectively communicating with clients through various channels, including in-person meetings, phone calls, and emails
• Product Knowledge:Staying updated on the company's products or services Educating clients on new offerings and benefits
• Documentation:Maintaining accurate and up-to-date records of client interactions Managing necessary paperwork and documentation related to client accounts
• Market Research:Keeping abreast of industry trends and market conditions Providing insights and feedback to the organization based on client interactions
• Risk Management:Assessing and managing risks associated with client relationships Ensuring compliance with relevant regulations and policies
• Collaboration:Collaborating with other departments such as sales, marketing, and operations to meet client needs effectively
• Reports and Analysis:Generating reports on client satisfaction, sales performance, and other relevant metrics Analyzing data to identify areas for improvement and growth

Role:  Relationship Manager

Industry Type:  Medical Services / Hospital

Employment Type:  Full Time, Permanent

Role Category:  Banking Operations

Education

UG:  Any Graduate

PG:  Any Postgraduate

Key Responsibilities

• Set store sales plans and quotas aligned with business objectives.
• Maintain Gross Margin, SOH, Segment & Brand mix, Discount management, and other metrics as per business strategy.
• Implement production, productivity, quality, and customer service standards.
• Recommend product lines and ensure appropriate merchandise mix.
• Drive sales, margin, shrink control, inventory management and cost optimization.
• Manage commercials and statutory compliance.
• Manage performance and foster teamwork among store staff.
• Identify and develop talent for critical positions.
• Address customer feedback to improve service and processes.
• Stay updated on competition and manage customer escalations.
• Drive local events and promotions as per marketing calendar.
• Promote a 'Customer Obsessed Culture' to prioritize customer centricity.

Key Performance Indicators

• Business Management: Gross Margin, SOH Segment & Brand mix
• Discount Management
• Brand share
• Finance - Paper/card VM Implementation.
• Achieve Nos- TGT Vs Ach, RCP, Attachment, EOL.
• Customer Experience - VOC - Participation, score, SQA, complaints, Loyalty cards.
• People Management.
• Business Acumen - profitability, Competition.
• Jio Business - Activations, Recharges, CAF Rejections

Job Requirements

1. Functional Competencies

• Operational Effectiveness
• Finance Management
• Analysis and Problem Solving
• Results Orientation

2. Behavioural Competencies

• Self-Development
• Emotional Intelligence
• Customer Service Orientation
• People Management
• Communication
• Teamwork and Collaboration

Client Management: Ensure that all needs of clients are successfully met and managed

after booking.

After-Sales Service: Provide continuous support to existing clients and ensure they are

fully satisfied with the services offered.

Client Feedback: Actively seek honest and constructive feedback from clients to

improve services and resolve any concerns.

Booking to Payment Collection to Possession: Provide end-to-end service to clients,

from order placement to payment collection, ensuring satisfaction at every stage.

Query Resolution: Address and resolve all client queries promptly, ensuring a smooth

and positive experience.

Product & Service Guidance: Offer insights and assistance to clients regarding our

products or services, ensuring they are well-informed.

Complaint Handling: Act as the main point of contact for client complaints and escalate

issues to the relevant department or personnel for resolution.

Proactive Communication: Understand client needs, proactively address issues, and

ensure a high level of customer satisfaction at all times.

Documentation: Maintaining and filing documentation as per the process of the

company including receipts, demand letters, interest letters, etc if and when needed.

Coordination: Coordination with different departments and entities such as banks to

ensure the client journey is seamless

• Title : CRM Officer
  

• Location : Aurangabad
  

• Department : Customer Support
  

• Reporting to : Sales Head
  

• Own and manage customer data within the CRM system (entry, updates, segmentation, cleanup).
  

• Monitor, track, and report sales pipeline and customer lifecycle stages.
  

• Set up automated workflows, reminders, and task assignments using the CRM for customer updates and follow up.
  

• Coordinate between sales, production, and service teams to ensure smooth customer journeys.
  

• Provide data-driven insights for retention campaigns and customer engagement strategies.
  

• Assist in CRM training and onboarding for new team members.
  

• Ensure high CRM hygiene standards and consistency across all touchpoints.
  

• Monitor delivery schedules from order confirmation to dispatch and provide customer with real time updates.
  

• Give customer order updates after the order confirmation to the dispatch and follow up for payment collection.

• Bachelor’s degree in Business Administration, Marketing, or a related field.
  

• 1–3 years of experience in managing CRM.
  

• Understanding of CRM software is a plus.

• Strong understanding of B2B customer lifecycle and funnel stages.
  

• Analytical mindset with excellent attention to detail.
  

• Proficiency in Excel and CRM reporting dashboards.
  

• Good communication and coordination skills.
  

• Ability to work cross-functionally with sales, marketing, and support teams.
  

• Self-motivated, organized, and data-oriented.
  

• Should be able to identify bottlenecks in customer flow and suggest solutions.
  

• Willingness to learn and adapt to new digital tools as required.
  

• Ability to work independently under minimal supervision.
  

• Opportunity to work in a reputed precision manufacturing company with global reach.
  

• Structured training and development programs.
  

• Growth-oriented work culture with a focus on performance.
  

• Exposure to world-class CRM and automation tools.
  

• Employee engagement and recognition programs.
  

• Title : CRM Officer
  

• Location : Aurangabad
  

• Department : Customer Support
  

• Reporting to : Sales Head
  

• Own and manage customer data within the CRM system (entry, updates, segmentation, cleanup).
  

• Monitor, track, and report sales pipeline and customer lifecycle stages.
  

• Set up automated workflows, reminders, and task assignments using the CRM for customer updates and follow up.
  

• Coordinate between sales, production, and service teams to ensure smooth customer journeys.
  

• Provide data-driven insights for retention campaigns and customer engagement strategies.
  

• Assist in CRM training and onboarding for new team members.
  

• Ensure high CRM hygiene standards and consistency across all touchpoints.
  

• Monitor delivery schedules from order confirmation to dispatch and provide customer with real time updates.
  

• Give customer order updates after the order confirmation to the dispatch and follow up for payment collection.

• Bachelor’s degree in Business Administration, Marketing, or a related field.
  

• 1–3 years of experience in managing CRM.
  

• Understanding of CRM software is a plus.

• Strong understanding of B2B customer lifecycle and funnel stages.
  

• Analytical mindset with excellent attention to detail.
  

• Proficiency in Excel and CRM reporting dashboards.
  

• Good communication and coordination skills.
  

• Ability to work cross-functionally with sales, marketing, and support teams.
  

• Self-motivated, organized, and data-oriented.
  

• Should be able to identify bottlenecks in customer flow and suggest solutions.
  

• Willingness to learn and adapt to new digital tools as required.
  

• Ability to work independently under minimal supervision.
  

• Opportunity to work in a reputed precision manufacturing company with global reach.
  

• Structured training and development programs.
  

• Growth-oriented work culture with a focus on performance.
  

• Exposure to world-class CRM and automation tools.
  

• Employee engagement and recognition programs.
  

Company Description

At HomeLane, we believe that making a house a home should be exciting and stress-free. We promise to keep things simple, clear, and straightforward. We ensure timely delivery within 45 days, offer transparent billing with no hidden surprises, and provide a 10-year warranty to build trust. Our goal is to bring ease, joy, and predictability to your interior design journey, making your home, your happy place.

DETAILED RESPONSIBILITIES

• Prospect relentlessly to build pipeline and build strong relationships with prospects
• Own the experience we give every prospective customer from the first time they interact with us
• Be responsible for achieving sales targets by working with a talented group of interiors designers
• Be proactive about solving problems even if it's outside of your area and be ready to take on additional initiatives and responsibilities as they emerge
• World-class customer experience is what we pride ourselves on. Hence, we will expect you to share our passion and commitment for serving customers
• The ideal candidate for this role will come with past experience in managing relationships with customers and running a sales team, with clear sales targets
• We are a fast-growing startup (15000+ projects completed) and expect all our colleagues to be flexible, action and results oriented self-starters with strong data analysis skills.
• We are heavily biased towards candidates who come with a proven track record of taking ownership, understanding customer pain-points, driving results and moving with speed to implement ideas in a fast-paced environment.
• Lastly, we are looking for effective communicators who can work effortlessly with customers, colleagues, business partners and vendors, alike
• Lead alternate channel of Sales - Residence visits, design/sales at show flats, apartment activities
• Open to new initiatives

EXPERTISE AND QUALIFICATIONS

What are we looking for?

• Excellent verbal and written communications skills
• 1-5 years of experience in Sales
• Strong listening and presentation skills
• Ability to multitask, prioritise, and manage time effectively
• To be in similar industry of sales and its an on field job