Relationship Executive

Key Responsibilities:

Develop and maintain relationships with assigned clients or customer segments

Understand customer needs and offer appropriate financial products or services

Acquire new customers through field visits, referrals, and outreach activities

Conduct periodic reviews and follow-ups to ensure client satisfaction

Address and resolve customer queries, complaints, and issues promptly

Cross-sell and upsell products to maximize revenue opportunities

Prepare and maintain accurate documentation and client records

Liaise with internal teams (credit, operations, compliance) to facilitate smooth service delivery

Ensure compliance with regulatory guidelines and company policies

Achieve individual and team sales targets and KPIs

• Experience

  1 - 6 Years

• No. of Openings

  10

• Education

  Graduate

• Role

  Relationship Executive

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Karnataka