Relationship Executive

Motilal Oswal Wealth Management is looking for Relationship Executive to join our dynamic team and embark on a rewarding career journey

A Relationship Executive (RE) is a professional who typically works in the banking, financial services, or customer service industry The primary responsibility of a Relationship Executive is to manage and nurture relationships with clients or customers

The specific job duties may vary depending on the industry and company, but generally include:

• Client Relationship Management:Building and maintaining strong relationships with clients or customers Understanding their needs and requirements

• Customer Service:Providing excellent customer service and addressing customer inquiries or concerns Resolving issues and ensuring customer satisfaction

• Sales and Cross-selling:Identifying opportunities to cross-sell or upsell products or services to existing clients Achieving sales targets and contributing to revenue growth

• Communication:Effectively communicating with clients through various channels, including in-person meetings, phone calls, and emails

• Product Knowledge:Staying updated on the company's products or services Educating clients on new offerings and benefits

• Documentation:Maintaining accurate and up-to-date records of client interactions Managing necessary paperwork and documentation related to client accounts

• Market Research:Keeping abreast of industry trends and market conditions Providing insights and feedback to the organization based on client interactions

• Risk Management:Assessing and managing risks associated with client relationships Ensuring compliance with relevant regulations and policies

• Collaboration:Collaborating with other departments such as sales, marketing, and operations to meet client needs effectively

• Reports and Analysis:Generating reports on client satisfaction, sales performance, and other relevant metrics Analyzing data to identify areas for improvement and growth