Relationship excutive
Relationship excutive
Posted on :
19-02-2025
Employer Active
1 Vacancy
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Job Description
relationship executive" is a professional primarily responsible for building and maintaining strong relationships with clients understanding their needs and proactively offering relevant products or services to ensure their satisfaction and loyalty often within a sales or customer service context like in banking or financial institutions; essentially acting as a dedicated point of contact for clients to manage their accounts and address concerns effectively.
Key responsibilities of a relationship executive might include:
Client acquisition:
Identifying potential clients initiating contact and presenting the companys offerings to secure new business.
Relationship management:
Regularly communicating with clients understanding their financial goals and providing personalized advice and support.
Crossselling and upselling:
Identifying opportunities to sell additional products or services to existing clients based on their needs.
Customer service:
Handling client inquiries resolving issues and ensuring a positive customer experience.
Account management:
Monitoring client accounts tracking performance and reporting on key metrics.
Market analysis:
Staying updated on market trends and competitor activity to identify new business opportunities.
Compliance adherence:
Ensuring all client interactions and transactions comply with regulatory guidelines.
Where you might find Relationship Executives:
Banking: Managing personal or corporate banking accounts offering wealth management services
Financial services: Selling investment products insurance policies or retirement plans
Sales organizations: Building relationships with key clients and managing large accounts
Key skills for a Relationship Executive:
Excellent communication and interpersonal skills
Strong sales and negotiation abilities
Financial acumen and product knowledge
Customercentric approach
Analytical and problemsolving skills
Ability to build trust and rapport with clients
Proven experience as a sales executive or relevant role. Proficiency in English. Excellent knowledge of MS Office. Thorough understanding of marketing and negotiating techniques. Fast learning speed and a passion for sales Self-motivated with a results-driven approach. Aptitude in delivering attractive presentations. A high school degree
Education
Graduation
Employment Type
Full Time
Key Skills
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