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Client Relationship Executive

Client Relationship Executive

ti Steps

0 - 4 years

2 - 7 Lacs

hyderabad chennai bengaluru

Posted:1 day ago| Platform:

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Skills Required

customer relationship client coordination client relationship management client account management client handling client servicing client retention client relation client interaction client relationship

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary:

Client Relationship Executive (CRE)

Key Responsibilities:

Customer Relationship Management

Act as the first point of contact for clients visiting or contacting the branch.
Build and maintain strong, long-term relationships with retail and corporate customers.
Understand client needs and proactively offer suitable banking solutions (accounts, deposits, loans, credit cards, insurance, etc.).

Sales & Business Development

Assist in achieving branch sales and revenue targets through cross-selling and upselling of banking products.
Generate and follow up on leads through referrals, walk-ins, and existing client base.

Operational & Service Support

Support the Relationship Manager or Branch Head in account opening, documentation, and onboarding.
Ensure KYC and other compliance requirements are met for all customer accounts.

Key Skills :

Strong
communication and interpersonal skills
.
Excellent
customer service orientation
and relationship-building ability.
Basic knowledge of
banking products, operations, and compliance norms
.
Good understanding of
sales processes and client handling techniques
.

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