Relationship Executive

Rising Advisory Services Private Limited a Fintech Company – running ventures –

www.TaxManager.in a tax e-filing, compliance and financial management and www.CredManager.in – Credit Management Solutions – Loan Aggregation which is Private Limited a company incorporated

in 2007.

www.TaxManager.in has also partnered with banks to manage their tax business and file

Job Description Summary

We are seeking an experienced Relationship Executive who will be responsible for building and maintaining strong relationships with clients by understanding their tax and financial needs, providing personalized advice, cross-selling relevant tax, investments and financial banking products and services, and actively seeking new business opportunities to achieve sales targets while ensuring high customer satisfaction and compliance with banking regulations; essentially acting as a trusted advisor to clients throughout their banking journey.

Job Description

• Client Acquisition and Onboarding: Identify potential clients, initiate contact, and manage

the onboarding process to establish enhanced relationships

• Relationship Management: Regularly engage with clients to understand their financial goals,

proactively offer suitable banking solutions, and address any concerns.

• Needs Analysis: Conduct thorough client assessments to identify financial needs and tailor

tax, investments or banking products and services accordingly.

• Cross-Selling and Upselling: Identify opportunities to cross-sell additional banking products

like credit cards, investments, or insurance to existing clients.

• Sales Target Achievement: Meet or exceed assigned sales targets for new accounts, cross

selling, and revenue generation.

• Client Retention: Actively manage client relationships to minimize attrition and maintain

long-term loyalty.

• Customer Service: Provide excellent customer service by promptly responding to client

inquiries and resolving issues effectively.

• Compliance: Adhere to all income tax policies, procedures, and regulatory requirements

regarding KYC (Know Your Customer).

• Market Knowledge: Stay updated on market trends, new products, and regulations to

provide informed advice to clients.

Desired Skill

• Excellent Communication Skills: Strong verbal and listening abilities to effectively present

loan options, address customer inquiries, and handle objections.

• Sales Acumen: Proven track record of successful sales experience, preferably in financial

services or business loan sales.

• Financial Knowledge: Basic understanding of financial statements, credit analysis, and loan

structuring.

• Persuasive Negotiation Skills: Ability to negotiate loan terms and conditions to reach

mutually beneficial agreements with clients.

• Customer Service Orientation: Commitment to providing exceptional customer service

throughout the sales process.

• Resilience and Persistence: Ability to handle rejection and maintain a positive attitude

while consistently pursuing leads.