Relationship Executive – Banking

Job Summary

A growing business / client assignment is looking for a Relationship Executive - Banking based in Gurugram / Delhi NCR. The role involves understanding customer requirements, explaining relevant financial products or services, maintaining a structured pipeline and building relationships over time. Depending on the assignment, there may also be branch, field, partner or portfolio responsibilities and regular performance reporting. Customer-facing sales or relationship experience is useful, while relevant experience from other industries will also be considered. The successful candidate will be expected to take ownership of follow-ups, communicate clearly and contribute beyond simply completing assigned calls or tasks. The expected experience range is 0-4 years; strong candidates with closely relevant experience may also be considered. Candidates from other industries are encouraged to apply where their customer-facing, sales or relationship experience is relevant.

Responsibilities

• Understanding customer requirements
• Explaining relevant financial products or services
• Maintaining a structured pipeline
• Building relationships over time
• There may also be branch, field, partner or portfolio responsibilities and regular performance reporting
• Take ownership of follow-ups
• Communicate clearly
• Contribute beyond simply completing assigned calls or tasks

Requirements

• Customer-facing sales or relationship experience is useful
• Relevant experience from other industries will also be considered

Qualifications

• Education: Relationship management, sales, customer handling, lead generation, target orientation

Skills

• Relationship management
• Sales
• Customer handling
• Lead generation
• Target orientation