Relationship Executive-BFSI

Job Description Summary

We are seeking an experienced Relationship Executive who will be responsible for building and maintaining strong relationships with clients by understanding their tax and financial needs, providing personalized advice, cross-selling relevant tax, investments and financial banking products and services, and actively seeking new business opportunities to achieve sales targets while ensuring high customer satisfaction and compliance with banking regulations; essentially acting as a trusted advisor to clients throughout their banking journey.

Job DescripƟon

 Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage the onboarding process to establish enhanced relationships

 Relationship Management: Regularly engage with clients to understand their financial goals, proactively offer suitable banking solutions, and address any concerns.

 Needs Analysis: Conduct thorough client assessments to idenƟfy financial needs and tailor tax, investments or banking products and services accordingly.

 Cross-Selling and Upselling: Identify opportunities to cross-sell additional banking products like credit cards, investments, or insurance to existing clients.

 Sales Target Achievement: Meet or exceed assigned sales targets for new accounts, crossselling, and revenue generaƟon.

 Client Retention: Actively manage client relationships to minimize aƩrision and maintain long-term loyalty.

 Customer Service: Provide excellent customer service by promptly responding to client inquiries and resolving issues effecƟvely.

 Compliance: Adhere to all income tax policies, procedures, and regulatory requirements regarding KYC (Know Your Customer).

 Market Knowledge: Stay updated on market trends, new products, and regulaƟons to provide informed advice to clients. Desired Skill

 Excellent CommunicaƟon Skills: Strong verbal and listening abiliƟes to effecƟvely present loan opƟons, address customer inquiries, and handle objecƟons.

 Sales Acumen: Proven track record of successful sales experience, preferably in financial services or business loan sales.

 Financial Knowledge: Basic understanding of financial statements, credit analysis, and loan structuring.

 Persuasive Negotiation Skills: Ability to negotiate loan terms and conditions to reach mutually beneficial agreements with clients.

 Customer Service Orientation: Commitment to providing exceptional customer service throughout the sales process.

 Resilience and Persistence: Ability to handle rejection and maintain a positive attitude while consistently pursuing leads.

Experience Required

 Minimum 2 years of experience as Relationship Building in a bank or financial services company

 Proven track record of achieving sales targets in a competitive environment.  Familiarity with CRM software and telephony systems

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

Schedule:

• Day shift
• Morning shift

Work Location: In person

Speak with the employer
+91 8595417186