Relationship Executive

Realtionship Executive
August 6, 2025

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
0%

Important Notice:
Once you start the quiz, you will not be able to pause, exit, or restart it. Please ensure you are ready before beginning.


Realtionship Executive

Relationship Executive L1

1 / 100

1) What is CRM used for?

2 / 100

2) A client asks for a quick demo. What should you do?

3 / 100

3) Clients are more likely to stay with a company that:

4 / 100

4) A loyal customer is defined as:

5 / 100

5) What is the primary goal of relationship management?

6 / 100

6) A customer shares confidential information with you. What should you do?

7 / 100

7) The best way to understand customer needs is by:

8 / 100

8) How can a Relationship Executive build rapport with a new client?

9 / 100

9) Which of the following is a key element of client retention?

10 / 100

10) What’s the key benefit of referral programs?

11 / 100

11) Which of the following reduces customer satisfaction?

12 / 100

12) What is the best approach to cross-selling?

13 / 100

13) What is one of the most effective ways to manage multiple client relationships?

14 / 100

14) What should your body language communicate during client meetings?

15 / 100

15) What should you do if a client declines your service?

16 / 100

16) Which quality helps in converting leads into clients?

17 / 100

17) What is the best way to exceed customer expectations?

18 / 100

18) What should you do if you’re unsure about the answer to a customer’s query?

19 / 100

19) Which one indicates a successful relationship management strategy?

20 / 100

20) Which of the following improves communication?

21 / 100

21) How can you measure client satisfaction effectively?

22 / 100

22) Your client prefers communication via email. What should you do?

23 / 100

23) What is the best way to ensure mutual understanding in a conversation?

24 / 100

24) What’s the ideal time to follow up with a prospective client after a first meeting?

25 / 100

25) What’s the most professional way to handle a missed sales target?

26 / 100

26) What does ‘active listening’ involve?

27 / 100

27) During objection handling, which approach works best?

28 / 100

28) What does upselling involve?

29 / 100

29) When is it acceptable to say “I don’t know” to a customer?

30 / 100

30) What is “customer retention”?

31 / 100

31) What should be your immediate action after closing a deal?

32 / 100

32) Which method is effective for upselling to existing clients?

33 / 100

33) A Relationship Executive should resolve customer complaints:

34 / 100

34) A customer keeps delaying the final decision. What should you do?

35 / 100

35) How should you react if a client is giving constant negative feedback?

36 / 100

36) In face-to-face interactions, what plays the biggest role in communication?

37 / 100

37) If a client complaint repeats, the best course of action is to:

38 / 100

38) What is the best approach to generate repeat business?

39 / 100

39) When is it acceptable to say “I don’t know” to a customer?

40 / 100

40) A Relationship Executive must be skilled in:

41 / 100

41) If a client refuses your call multiple times, what should you do?

42 / 100

42) If a client asks for a feature your product doesn’t have, you should:

43 / 100

43) A customer mentions a competitor offering better pricing. What should you do?

44 / 100

44) When do you follow up with a client after complaint resolution?

45 / 100

45) A key challenge in meeting sales targets is:

46 / 100

46) Cross-selling means:

47 / 100

47) Which of the following best helps in closing a sale?

48 / 100

48) The first step in building a strong customer relationship is:

49 / 100

49) When handling a complaint, your first response should be:

50 / 100

50) Customer satisfaction is best measured by:

51 / 100

51) A polite way to ask a customer to wait is:

52 / 100

52) Which is a key quality of a Relationship Executive?

53 / 100

53) A loyal client suddenly becomes inactive. What should you do?

54 / 100

54) Which of the following is not a sales technique?

55 / 100

55) What should you do if a customer is angry and shouting?

56 / 100

56) What is the purpose of follow-up calls?

57 / 100

57) Which is the most effective follow-up strategy?

58 / 100

58) Which of the following is not an effective sales technique?

59 / 100

59) Which is the most important aspect in handling long-term clients?

60 / 100

60) When speaking with a dissatisfied client, your attitude should be:

61 / 100

61) In a difficult situation with a client, you should remain:

62 / 100

62) A Relationship Executive should avoid which of the following?

63 / 100

63) If a client misinterprets what you said, you should:

64 / 100

64) What is a key element of interpersonal communication?

65 / 100

65) Which metric best reflects client satisfaction?

66 / 100

66) What does CRM stand for in client management?

67 / 100

67) The phrase “Know Your Customer” (KYC) primarily relates to:

68 / 100

68) If a product is out of stock, what should you do?

69 / 100

69) How should you respond if a customer is unhappy with a product or service?

70 / 100

70) To appear professional in written communication, you should:

71 / 100

71) Which metric best reflects a salesperson’s success in achieving goals?

72 / 100

72) A good interpersonal skill for building trust is:

73 / 100

73) Which of the following is a barrier to communication?

74 / 100

74) In customer meetings, your communication should be:

75 / 100

75) An apology in customer service is useful when:

76 / 100

76) What is a service-level agreement (SLA)?

77 / 100

77) Which of these best reflects a professional email greeting?

78 / 100

78) A client shares a personal story. How should you respond?

79 / 100

79) If a customer raises a concern about pricing, you should:

80 / 100

80) A key part of customer retention is:

81 / 100

81) Which phrase is most professional?

82 / 100

82) The most effective way to handle a pricing objection is to:

83 / 100

83) During an official call, background noise should be:

84 / 100

84) Why is client segmentation important?

85 / 100

85) Which statement best reflects client-centric behavior?

86 / 100

86) In a video meeting, it's best to:

87 / 100

87) A proactive approach in customer service is:

88 / 100

88) How can a Relationship Executive increase customer loyalty?

89 / 100

89) The most effective way to handle a confused client is:

90 / 100

90) What does active listening involve?

91 / 100

91) One key trait of successful relationship management is:

92 / 100

92) When a customer is angry, you should:

93 / 100

93) What is the most important trait in a customer support role?

94 / 100

94) What does effective two-way communication require?

95 / 100

95) One of your KPIs is retention rate. How can you improve it?

96 / 100

96) What is the best way to build trust with a client?

97 / 100

97) To build rapport with a client, you should:

98 / 100

98) What is the most important aspect of customer service?

99 / 100

99) A client wants a service that your company doesn’t offer. You should:

100 / 100

100) Relationship Executives should aim to:

Your score is

The average score is 0%

0%

Exit

Leave a Reply

Your email address will not be published. Required fields are marked *