Relationship Executive

Roles & Responsibilties:

• Generate and manage leads through outbound calling, follow-ups, and client referrals.
• Interact with potential and existing clients to understand their financial, tax, and credit requirements.
• Promote and sell suitable financial products including business loans, LAP, tax, and allied services.
• Build and maintain strong client relationships by providing personalized solutions and regular engagement.
• Explain product features, eligibility criteria, and documentation requirements clearly to clients.
• Ensure accurate collection and submission of customer documents as per compliance and KYC norms.
• Maintain and update customer details, lead status, and interactions in CRM systems.
• Work towards achieving individual and team sales targets while maintaining high conversion rates.
• Deliver excellent customer service and coordinate with internal teams for smooth loan processing and closures