A Relationship Executive is responsible for building and maintaining strong relationships with clients, helping them with services, resolving queries, and promoting relevant products or solutions. This role is common in banking, financial services, insurance, real estate, edtech, and B2B companies.
For internships, the focus is on learning client handling, communication, sales strategy, and CRM tools.
Key Objectives
- Enhance customer satisfaction through prompt support and service.
- Maintain long-term professional relationships with clients.
- Promote company services/products and generate leads or sales.
- Understand client needs and suggest suitable offerings.
Key Responsibilities
- Interact with customers via phone, email, or in person.
- Assist in client onboarding, documentation, and account setup.
- Maintain client records in CRM systems.
- Follow up on leads, gather feedback, and resolve issues.
- Coordinate with sales and service teams for better client experience.
- Provide product/service information clearly and persuasively.
Skills You’ll Learn or Need
- Communication skills (verbal and written)
- Customer relationship management (CRM)
- Sales and negotiation
- Problem-solving & conflict resolution
- Team coordination
- Time management & professional email writing