Relationship Executive Jobs Opening in Naukridaddy HR Solutions Private Limited at HSR, Whitefield, Mumbai-Others, Bangalore, Mumbai, Noida
Job Description
Outbound Lead Generation Sales (Banking Products: PL, HL, IPG, CC, CVM, RA)
Work Timings
Fixed Day Shift: 9:30 AM – 6:30 PM
Rotational Week Offs: Sunday Fixed + 2nd & 4th Saturday (Total 6 offs/month)
Job Overview
A Relationship Executive in outbound lead generation is responsible for promoting and selling banking products such as Personal Loans (PL), Home Loans (HL), Investment & Insurance Products (IPG), Credit Cards (CC), Customer Value Management (CVM), and Relationship Acquisition (RA). The role involves calling potential customers, generating qualified leads, building strong customer relationships, and achieving monthly sales targets.
This is a target-driven role requiring excellent communication, product knowledge, and sales negotiation skills. The Relationship Executive acts as a link between the bank and the customers, ensuring customer satisfaction while maximizing revenue generation.
Key Responsibilities
1. Outbound Lead Generation & Prospecting
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Make outbound calls to potential customers from the bank’s leads database or through cold calling.
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Pitch relevant banking products based on the customer’s profile and financial needs.
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Explain the benefits, features, and eligibility criteria of products like PL, HL, IPG, CC, CVM, and RA.
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Generate qualified leads and hand them over to the field sales team for further conversion if required.
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Maintain a high call volume daily to maximize outreach.
2. Sales & Conversion
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Achieve monthly and quarterly sales targets for assigned banking products.
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Persuade customers to purchase products by highlighting benefits, offers, and personalized solutions.
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Manage objections effectively and provide accurate information to gain customer trust.
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Upsell and cross-sell relevant products to existing customers based on their needs and credit history.
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Ensure high lead-to-conversion ratios through persistent follow-ups.
3. Product Knowledge & Customer Consultation
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Stay updated on banking products, interest rates, policies, and promotional offers.
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Understand the customer’s financial situation and recommend suitable products accordingly.
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Explain loan eligibility criteria, repayment plans, credit card benefits, and investment opportunities.
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Handle customer queries and ensure a smooth onboarding process.
4. Customer Relationship Management
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Build and maintain long-term relationships with customers.
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Act as a trusted advisor, helping customers make informed financial decisions.
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Manage follow-up calls to nurture customer interest and improve retention rates.
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Provide after-sales support, ensuring customer satisfaction and loyalty.
5. Data Management & Reporting
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Maintain accurate call records, lead databases, and follow-up schedules.
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Update CRM systems with lead status and customer interactions regularly.
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Prepare daily, weekly, and monthly reports on lead generation, conversion rates, and revenue contributions.
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Share performance updates with the Team Leader / Sales Manager.
Products Handled
As a Relationship Executive, you will focus on multiple banking products, including:
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PL (Personal Loans): Assist customers in availing unsecured personal loans at competitive rates.
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HL (Home Loans): Guide customers through home loan eligibility, EMI structures, and documentation.
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IPG (Insurance & Investment Products): Promote life insurance, health plans, mutual funds, and other wealth management solutions.
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CC (Credit Cards): Pitch credit card features, rewards, and benefits to eligible customers.
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CVM (Customer Value Management): Maximize customer lifetime value by providing bundled offers and tailored solutions.
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RA (Relationship Acquisition): Build a new customer base by targeting untapped segments.
Required Skills & Competencies
1. Communication Skills
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Strong verbal and written communication in English and local languages.
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Ability to pitch products clearly and persuasively.
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Active listening skills to understand customer requirements.
2. Sales & Negotiation Skills
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Confidence to handle customer objections and close deals.
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Expertise in consultative selling techniques.
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Ability to manage high-pressure sales environments effectively.
3. Banking Product Knowledge
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Understanding of loan processing, credit scores, KYC compliance, and EMI calculations.
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Awareness of current banking policies, RBI guidelines, and financial regulations.
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Familiarity with insurance, investment products, and credit card features.
4. Technical Skills
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Proficiency in MS Excel, CRM tools, and lead-tracking software.
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Ability to handle online loan applications and digital onboarding processes.
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Comfortable working with automated dialing systems and call dashboards.
5. Customer-Centric Approach
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Empathy and patience when dealing with customers.
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Ability to build trust and maintain positive long-term relationships.
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Focus on delivering an exceptional customer experience.
More information about this Relationship Executive Job
Please go through the below FAQs to get all answers related to the given Relationship Executive job
- What are the job requirements to apply for this Relationship Executive job position?
- Ans: A candidate must have a minimum of 0 to 1 year experience as an Relationship Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, BBA/BBM, BCA, BSc
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Relationship Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Relationship Executive position?
- Ans: There are immediate 1 job openings for Relationship Executive in our Organisation.
Job Particulars
About Company
Bangalore 
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Diploma, B.Com, BA, BBA/BBM, 10th Pass (SSC), 12th Pass (HSE)
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B.Com, BBA/BBM, MBA/PGDM
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0.6 to 3+ Years
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1 to 3 Years
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B.Com, BBA/BBM, BBS
Mumbai
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B.Com(Marketing, Retail Operations, Service Industry Management), BA(Bank Management)
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B.Com, BA
Bangalore
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B.Com, BBA/BBM
Bangalore
Freshers
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B.Com, BA, BBA/BBM, BBS
Bangalore
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Diploma, B.Com, BA, BBA/BBM, 12th Pass (HSE)
Bangalore
2.5 to 3+ Years
Salary not disclosed
BBA/BBM, Other Graduate
Mumbai
Freshers
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BBA/BBM
Mumbai
Freshers
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B.Com, BA, BBA/BBM, BSc, BBS
Mumbai
Freshers
Salary not disclosed
B.Com
Bangalore
3+ Years
Salary not disclosed
B.Com, BA, BBA/BBM, BSc
Mumbai
0 to 0.6 Years
Salary not disclosed
Certificate Course (ITI), B.Com, BA, BBA/BBM, BMS
Bangalore
1 to 2 Years
Salary not disclosed
B.Com(General)
Bangalore
Freshers
Salary not disclosed
B.Com, BA, BBA/BBM, BCA, BSc 
