Relationship Executive

2 days ago


Patna, India Angel Broking Private Limited Full time

**Relationship Executive Job Description Template**

We are looking for an earnest relationship executive to initiate and nurture steady, mutually beneficial relationships with our clients. As a relationship executive, you should maintain contact with clients, work to understand their needs, and then advise them on which of our offerings could best support their objectives. You should also make use of CRM software to document your progress, which ought to be accessible to pertinent internal divisions.

To be successful as a relationship executive, you should ensure alignment between our organization's objectives and each client's needs. Ultimately, an indispensable relationship executive will take ownership of their work, including their role in promoting clients' interests.

**Relationship Executive Responsibilities**:

- Meeting with potential clients to gauge the utility and viability of prospective working relationships.
- Ensuring regular contact with existing clients to maintain our company's presence.
- Repairing disengaged or fractured relationships.
- Conducting in-depth needs assessments to better understand each client's requirements.
- Identifying a range of our offerings that could meet the goals and values of each client.
- Proposing and deliberating potential solutions in consultation with clients.
- Prompting clients to upgrade their existing packages and to purchase additional offerings.
- Settling clients' concerns in a swift and professional manner.
- Harnessing internal relationships to better address clients' needs and to maximize our profits.

**Relationship Executive Requirements**:

- Degree in marketing, finance, communication, or a similar discipline.
- Prior experience as a relationship executive, ideally in a similar organization.
- Valid driver's license.
- Familiarity with CRM software and procedures.
- In-depth knowledge of effective sales and negotiation tactics.
- Outstanding verbal and written communication.
- Ability to forge profound working relationships.
- Strong interpersonal and collaborative skills.

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹8,000.00 - ₹24,000.00 per month

**Benefits**:

- Cell phone reimbursement
- Paid sick time
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus

Ability to commute/relocate:

- Patna, Bihar: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 7004892628



  • Patna, India Fior Consulting Full time

    Senior Executive-Relationship Management Industry- Interior Design or Real Estate Responsibilities: Prospect relentlessly to build pipeline and build strong relationships with prospects Own the experience we give every prospective customer from the first time they interact with us Be responsible for achieving sales targets by working with a talented group of...


  • Patna, Bihar, India Fior Consulting Full time ₹ 19,20,000 - ₹ 24,00,000 per year

    Senior Executive-Relationship ManagementIndustry- Interior Design or Real EstateResponsibilities:Prospect relentlessly to build pipeline and build strong relationships with prospects Own the experience we give every prospective customer from the first time they interact with usBe responsible for achieving sales targets by working with a talented group of...


  • Patna, India Apna Ashiyana Full time

    **Post - Relationship executive** **No of seat 15** **Location - Patna, Motihari, Begusarai, Purnea, Darbhanga, Muzaffarpur, Biharsharif** **Bike - Mandatory** **Job Profile ---- Create, update, and manage all sales-related documents including sales plans, forecasts, presentations, and proposals**. Meet with clients to gain insights into their needs and...


  • Patna City, Patna, Bihar, India Job Destiny Full time

    **Relationship Executive Responsibilities**: - Meeting with potential clients to gauge the utility and viability of prospective working relationships. - Ensuring regular contact with existing clients to maintain our company's presence. - Repairing disengaged or fractured relationships. - Conducting in-depth needs assessments to better understand each...


  • Danapur, Patna, Bihar, India Job Destiny Full time

    **Customer Relationship Executive Responsibilities**: - Building and maintaining profitable relationships with key customers. - Overseeing the relationship with customers handled by your team. - Resolving customer complaints quickly and efficiently. - Keeping customers updated on the latest products in order to increase sales. - Meeting with managers in the...


  • Patna, Bihar, India Kotak Mahindra Bank Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Role & ResponsibilitiesAcquire, manage, and deepen relationships with High Net Worth Individuals (HNIs) in the Affluent/Privilege Banking segment.Drive business growth by cross-selling a wide range of banking and investment products (liabilities, assets, insurance, mutual funds, etc.).Conduct regular portfolio reviews and provide tailored financial solutions...

  • Relationship Manager

    4 weeks ago


    Patna, India Satyamev Developcon Pvt. Ltd. Full time

    Job Description: We are seeking a dynamic and well-connected Influencer Partnership & Investor Outreach Executive to identify, engage, and collaborate with influencers and public personalities who can help generate high-net-worth leads and attract investors in the real estate sector. The ideal candidate will have a strong understanding of influencer...


  • Patna, Bihar, India MetierX Full time ₹ 6,00,000 - ₹ 7,20,000 per year

    We are looking for a seasoned Public Relations Officer (PRO) with a strong background in managing public relations, corporate communications, and stakeholder engagement especially with HNI (High Net-Worth Individuals) and NRI (Non-Resident Indian) clients.Job Title: Public Relations Officer (PRO) (Male Candidate Preferred)Location: Boring Road,...

  • Relationship Manager

    3 weeks ago


    Patna, Bihar, India Bajaj Allianz Full time

    Execution Support partners to register claims on behalf of customers coordinate to ensure approvals within agreed timelines Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc Gather relevant documents from customer post sales and...


  • Patna, India Vedika Credit Capital Ltd. Full time

    Establishes and maintains effective relationships with customers, and maintains high level of. customer service. **Salary**: Up to ₹20,000.00 per month **Benefits**: - Health insurance - Life insurance - Provident Fund Schedule: - Fixed shift Supplemental pay types: - Performance bonus - Yearly bonus Ability to commute/relocate: - Patna, Bihar:...