Relationship Executive

2 - 6 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role Overview: As a Relationship Executive, your main responsibility is to build and maintain strong relationships with clients in order to ensure their satisfaction and loyalty. You will be expected to understand their needs and provide them with relevant products or services. This role requires proactive communication and personalized support to meet the clients" financial goals. Key Responsibilities: - Client acquisition: Identify potential clients, initiate contact, and present the company's offerings to secure new business. - Relationship management: Regularly communicate with clients, understand their financial goals, and provide personalized advice and support. - Cross-selling and upselling: Identify opportunities to sell additional products or services to existing clients based on their needs. - Customer service: Handle client inquiries, resolve issues, and ensure a positive customer experience. - Account management: Monitor client accounts, track performance, and report on key metrics. - Market analysis: Stay updated on market trends and competitor activity to identify new business opportunities. - Compliance adherence: Ensure all client interactions and transactions comply with regulatory guidelines. Qualification Required: - Excellent communication and interpersonal skills - Strong sales and negotiation abilities - Financial acumen - Customer-centric approach - Analytical and problem-solving skills - Ability to build trust and rapport with clients Additional Details: Relationship Executives can be found in various industries such as banking, financial services, and sales organizations. This role requires a diverse skill set including the ability to effectively communicate, understand financial needs, and provide personalized support to clients.,

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