Banking Relationship Executive

6 days ago

Patna Bihar, India TRE-CRED SOLUTIONS PRIVATE LIMITED Full time

Acquire new customers for banking products with focus on credit cards
- Generate leads through field activities, references, and open market
- Explain features, benefits, eligibility, and charges of multiple bank credit cards
- Achieve daily, weekly, and monthly customer acquisition targets

**2. Credit Card Sales Performance**
- Sell credit cards of multiple banks such as HDFC, Axis, SBI, ICICI, etc.
- Maintain a healthy approval to rejection ratio
- Achieve card-wise and bank-wise sales targets

**3. Customer Relationship Management**
- Build and maintain strong relationships with customers
- Ensure positive customer experience from lead to card approval
- Generate repeat referrals through satisfied customers

**4. Lead Management and Follow Ups**
- Manage assigned and self-generated leads efficiently
- Update lead status accurately in CRM or tracking sheets
- Minimize lead leakage and improve conversion rate

**5. Documentation and Compliance**
- Collect correct KYC and income documents from customers
- Verify documents as per bank and DSA guidelines
- Ensure zero fraud, fake or manipulated documentation
- Follow all compliance and ethical sales standards

**6. Field Activity and Market Coverage**
- Conduct daily field visits in assigned areas
- Identify high potential locations for credit card sales
- Maintain daily activity levels as per company guidelines
- Represent the DSA brand professionally in the market

**7. Coordination with Internal Teams**
- Share complete and accurate details to reduce rework and rejections
- Escalate issues related to delays or customer concerns on time

**8. Reporting and MIS**
- Submit daily sales and activity reports
- Maintain accuracy in reporting and data submission

**9. Revenue and Payout Focus**
- Maximize approved cases to improve payout earnings
- Focus on quality sales for long-term sustainability
- Support company revenue goals through consistent performance

**10. Brand and Ethics**
- Maintain ethical selling practices at all times
- Avoid mis-selling or false commitments
- Protect company and bank brand reputation in the field

Pay: ₹15,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund
- Work from home

**Experience**:

- franchisee Development : 1 year (preferred)

Work Location: In person

  • 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 submit...

  • Business Banking Relationship Manager

    1 day ago

    Patna, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – BBG (Business Banking Group)Industry: Banking & Financial ServicesGRADE-AVPJob Summary:Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions.Key...

  • Business Banking Relationship Manager

    2 days ago

    Patna, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – BBG (Business Banking Group)Industry: Banking & Financial ServicesGRADE-AVPJob Summary:Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions.Key...

  • Business banking relationship manager

    7 hours ago

    Patna, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – BBG (Business Banking Group)Industry: Banking & Financial ServicesGRADE-AVPJob Summary:Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions.Key...

  • Business Banking Relationship Manager

    1 day ago

    Patna, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – BBG (Business Banking Group) Industry: Banking & Financial Services GRADE-AVP Job Summary: Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions. Key...

  • Business Banking Relationship Manager

    1 day ago

    Patna, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – BBG (Business Banking Group) Industry: Banking & Financial Services GRADE-AVP Job Summary: Responsible for acquiring and managing relationships with business clients (typically SMEs or corporates), offering a range of banking products such as working capital, term loans, trade finance, and cash management solutions. Key...

  • Relationship Officer-811-digital Banking Kotak 811-sales

    2 days ago

    Patna, Bihar, India Kotak Mahindra Full time

    This is an Internal document. Job Title: Relationship Officer - 811 Digital Sales Grade: M1 Job Role-Have good awareness of Corporates with entry point links in those corporates.Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking.Cross sells bank products to existing set of Corp Sal customers...

  • Relationship Executive

    2 weeks ago

    Patna, Bihar, 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...

  • Merchant Services-me Relationship Officer

    1 week ago

    Patna, Bihar, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Merchant Services-ME Relationship Officer - Retail RO **Office Location**: Mahendru Patna (Branch) **Position description**: Merchant Services-ME Relationship Officer - Retail RO **Primary Responsibilities**: - Relationship Officer will be responsible for ensuring engagement & Visitation of all...

  • Bank Payment Executive

    1 week ago

    Boring Road, Patna, Bihar, India Digital Dunia Full time

    We are looking for a detail-oriented Bank Payment Executive to manage day-to-day banking operations, NEFT/RTGS payments, vendor payouts, and reconciliation. The candidate must have strong knowledge of online banking, payment tracking, and financial accuracy.Key ResponsibilitiesProcess NEFT, RTGS, IMPS, UPI and bulk bank payments accurately.Maintain vendor...