Equitas Small Finance Bank Ltd. is looking for Relationship Executive to join our dynamic team and embark on a rewarding career journey
- A Relationship Executive (RE) is a professional who typically works in the banking, financial services, or customer service industry
- The primary responsibility of a Relationship Executive is to manage and nurture relationships with clients or customers The specific job duties may vary depending on the industry and company, but generally include:
- Client Relationship Management:Building and maintaining strong relationships with clients or customers Understanding their needs and requirements Customer Service:
- Providing excellent customer service and addressing customer inquiries or concerns Resolving issues and ensuring customer satisfaction Sales and Cross-selling:Identifying opportunities to cross-sell or upsell products or services to existing clients Achieving sales targets and contributing to revenue growth Communication:
- Effectively communicating with clients through various channels, including in-person meetings, phone calls, and emails Product Knowledge:
- Staying updated on the company's products or services Educating clients on new offerings and benefits Documentation:
- Maintaining accurate and up-to-date records of client interactions Managing necessary paperwork and documentation related to client accounts Market
- Research:Keeping abreast of industry trends and market conditions Providing insights and feedback to the organization based on client interactions Risk Management:
- Assessing and managing risks associated with client relationships
- Ensuring compliance with relevant regulations and policies Collaboration:Collaborating with other departments such as sales, marketing, and operations to meet client needs effectively Reports and Analysis:Generating reports on client satisfaction, sales performance, and other relevant metrics Analyzing data to identify areas for improvement and growth
