Relationship Executive

Roles and Responsibilities

• Conduct follow-ups with potential clients to convert them into paying customers.
• Identify cross-selling opportunities for other bank products and services.
• Generate new business opportunities through cold calling, lead generation, and relationship management.
• Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.
• Meet or exceed monthly sales targets by acquiring new clients and increasing revenue growth.

Skills Required

Lead Generation, Cold Calling