Summary We are seeking an experienced Relationship Executive who will be responsible for building and maintaining solid relationships with clients by understanding their tax and financial needs providing personalized advice cross-selling relevant tax investments and financial banking products and services and actively seeking new business opportunities to achieve sales targets while ensuring high customer satisfaction and compliance with banking regulations essentially acting as a trusted advisor to clients throughout their banking journey Job Descripon Client Acquisition and Onboarding Identify potential clients initiate contact and manage the onboarding process to establish enhanced relationships Relationship Management Regularly engage with clients to understand their financial goals proactively offer suitable banking solutions and address any concerns Needs Analysis Conduct thorough client assessments to idenfy financial needs and tailor tax investments or banking products and services accordingly Cross-Selling and Upselling Identify opportunities to cross-sell additional banking products like credit cards investments or insurance to existing clients Sales Target Achievement Meet or exceed assigned sales targets for new accounts crossselling and revenue generaon Client Retention Actively manage client relationships to minimize arision and maintain long-term loyalty Customer Service Provide excellent customer service by promptly responding to client inquiries and resolving issues effecvely Compliance Adhere to all income tax policies procedures and regulatory requirements regarding KYC Know Your Customer Market Knowledge Stay updated on market trends new products and regulaons to provide informed advice to clients Desired Skill Excellent Communicaon Skills Strong verbal and listening abilies to effecvely present loan opons address customer inquiries and handle objecons Sales Acumen Proven track record of successful sales experience preferably in financial services or business loan sales Financial Knowledge Basic understanding of financial statements credit analysis and loan structuring Persuasive Negotiation Skills Ability to negotiate loan terms and conditions to reach mutually beneficial agreements with clients Customer Service Orientation Commitment to providing exceptional customer service throughout the sales process Resilience and Persistence Ability to handle rejection and maintain a positive attitude while consistently pursuing leads Experience Required Minimum 2 years of experience as Relationship Building in a bank or financial services company Proven track record of achieving sales targets in a competitive environment Familiarity with CRM software and telephony systems Job Types Full-time Permanent Pay 20 000 00 - 25 000 00 per month Schedule Day shift Morning shift Work Location In person Speak with the employer 91 (phone hidden)

📌 Relationship Executive-bfsi (New Delhi)
🏢 GENUS DEPARTMENTAL STORE
📍 New Delhi