Relationship Executive

What You Will DoYour primary goal is to expand our customer base through a structured, relationship-based sales approach:

• Appointment Setting: Reach out to potential leads to understand their financial needs and schedule face-to-face or digital appointments.
• The Power of Follow-up: Most sales are lost in the gap. You will manage a pipeline of interested clients, ensuring timely and professional follow-ups to clear doubts and close the deal.
• Reference Networking: Leverage every successful application to gain high-quality referrals. You will turn one happy customer into five new prospects.
• Bank Portfolio Management: Expertly pitch the unique benefits of various partner banks (e.g., Reward points for HDFC, lounge access for IndusInd) to match the right card to the right customer.