Relationship Executive (Digital Relationship Manager) Banking Process

Recruiter Team Kcs
  • Post Date: April 8, 2018
  • Applications 0
  • Views 67
Job Overview

Job Summary

Be part of a unit which handles valuable customers of Bank. This Unit is responsible for the entire lifecycle management of these customers starting from bringing them into the fold of Relationship Management; provide regular servicing/resolution of queries and issues and also cross-sell of other products as per customer requirement. In the unit, each Relationship Executive manages a set of customers assigned him or her.

Responsibilities and Duties

Key Responsibilities: The following to be carried by remote digital media viz. phone call, email, chat and video interactions:

Client Outreach – Manage the portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs

Relationship Management – To develop and strengthen customer relationships through effective relationship management in accordance with the business goals

Technical Skills – Effectively utilizes all applications, tools, and databases used to process transparent end-to-end client support. Proficient in systems related to Banking transactions and services

Customer Service and Sales – Upselling, cross-selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer’s Banking Requirements.

Required Experience, Skills and Qualifications

Skills Required:

Strong willingness to work in Relationship Management; Banking operations and products including investment products

Prior experience in Sales, Banking process or Customer Service preferred but not necessary

Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.

Must be flexible and understanding in challenging and ever-changing environment

Excellent communication skills in English and Hindi


Any MBA – Freshers are also welcomed (Candidates appeared for Final Semester in 2018 can also apply)

Any Graduate – with experience in Banking Process, Customer Service or Sales ( 6 Months and above)

Job Type: Full-time

Salary: ₹18,000.00 to ₹25,000.00 /month

Job Detail
  • Career LevelExecutive
  • GenderBoth
  • INDUSTRYIT-Software / Software Services
  • QualificationMaster’s Degree
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