Relationship Executives job is to build and maintain strong client relationships ensuring customer satisfaction and driving business growth. This involves understanding client needs offering appropriate products and services and addressing any concerns promptly. They also may be involved in sales and marketing activities.
Key Responsibilities:
Client Engagement and Management:
Regularly engaging with clients to understand their needs address their concerns and ensure satisfaction.
Sales and Business Development:
Identifying new leads prospecting and pitching products and services to clients potentially contributing to branch growth.
Product Knowledge:
Possessing a strong understanding of financial products services and the companys offerings.
Customer Service:
Providing exceptional customer service resolving issues promptly and ensuring a positive client experience.
Communication and Interpersonal Skills:
Maintaining strong communication and interpersonal skills to build and maintain relationships with clients.
Compliance:
Adhering to all applicable regulations and policies.
Teamwork:
Collaborating with other teams such as sales and marketing to deliver comprehensive solutions.
Process Improvement:
Identifying opportunities for process enhancements and contributing to operational efficiency.
Qualifications:
Education:
A Bachelors degree in Business Finance or a related field is often preferred.
Experience:
Experience in customer relationship management sales and/or financial services is typically required.
Skills:
Strong communication interpersonal and problemsolving skills are essential.
Additional Responsibilities (depending on the specific role):
Handling bulk cash accounting transactions and following up on interest collection and NPA accounts .
Managing projects ensuring client satisfaction and leading or mentoring junior team members .
Participating in marketing activities and achieving targets .
Providing financial advice and guidance to clients
back office is the portion of a company made up of administration and support personnel who are not client-facing. Back-office functions include settlements, clearances, record maintenance, regulatory compliance, accounting, and IT services.
Education
Graduate