Relationship Executive
This is an open vacancy with one of our clients.
- Experience
- 0–3 years
- Where
- Delhi NCR, Jaipur, Lucknow
- Salary
- ₹3,00,000–₹7,00,000 per year
- Work mode
- On-site, Hybrid
- Employment type
- Full-time
- Qualifications
- Graduate in any discipline; relevant experience or demonstrated skills preferred
To apply you need a CV on file.
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About the role
One of our prestigious clients is hiring a Relationship Executive to engage banking customers and convert leads into lasting relationships. You will reach out to prospects, explain banking services clearly, then follow up until customers are ready to proceed. It is an entry point into relationship-led sales in banking.
What you'll do
- Contact assigned leads, understanding each customer's banking needs before recommending options.
- Explain account features, processes or documentation requirements in simple, accurate terms.
- Follow up with prospects consistently, moving qualified leads towards conversion.
- Help customers complete account opening forms, along with related paperwork, correctly.
- Maintain records of every customer interaction along with the agreed next step.
- Stay in touch with existing customers to build trust, identifying further banking needs over time.
What you'll bring
- 0–3 years of experience in sales, customer engagement or a customer-facing banking role.
- A graduate degree in any discipline; relevant experience or demonstrated skills are preferred.
- Confident, clear communication with customers from varied backgrounds.
- Persistence in follow-up, with comfort working towards defined sales goals.
- Attention to detail when handling customer information or supporting documents.
Good to have
- Exposure to banking or financial services sales, even through an internship.
- Familiarity with know-your-customer requirements for account opening checks.
- Experience using a CRM system to manage, prioritise or track leads.