Relationship Executive

Here’s a clear and professional Job Description (JD) for a Relationship Executive – SBI Card role:

Job Title: Relationship ExecutiveCompany: SBI CardJob SummaryThe Relationship Executive is responsible for acquiring new customers, promoting SBI credit card products, and maintaining strong relationships with existing clients to drive business growth and customer satisfaction.

• Key ResponsibilitiesIdentify and approach potential customers to promote SBI Card products
• Generate leads through field visits, referrals, and direct marketing
• Explain features, benefits, and usage of credit cards to customers
• Assist customers with application processing and documentation
• Achieve monthly sales and acquisition targets
• Build and maintain long-term customer relationships
• Address customer queries and resolve issues promptly
• Ensure compliance with company policies and regulatory guidelines
• Required Skills & QualificationsBachelor’s degree in any discipline (preferred)
• Strong communication and interpersonal skills
• Sales-oriented mindset with target-driven approach
• Basic knowledge of banking/financial products
• Ability to work in field sales and meet clients regularly
• Good negotiation and convincing skills
• Experience0–3 years of experience in sales/marketing (freshers can apply)
• Experience in banking, NBFC, or credit card sales is an advantage
• Key Performance Indicators (KPIs)Number of credit cards sold
• Lead conversion ratio
• Customer satisfaction and retention
• Achievement of monthly/quarterly sales targets
• Working ConditionsPrimarily field-based role
• May require travel within assigned territory
• Flexible working hours based on customer availability
• CompensationFixed salary + performance-based incentives
• Additional benefits as per company policy