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
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Realtionship Executive

Relationship Executive L1

1 / 100

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

2 / 100

2) When a customer is angry, you should:

3 / 100

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

4 / 100

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

5 / 100

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

6 / 100

6) During objection handling, which approach works best?

7 / 100

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

8 / 100

8) Relationship Executives should aim to:

9 / 100

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

10 / 100

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

11 / 100

11) What does CRM stand for in client management?

12 / 100

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

13 / 100

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

14 / 100

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

15 / 100

15) What does upselling involve?

16 / 100

16) How can a Relationship Executive increase customer loyalty?

17 / 100

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

18 / 100

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

19 / 100

19) A loyal customer is defined as:

20 / 100

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

21 / 100

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

22 / 100

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

23 / 100

23) What does effective two-way communication require?

24 / 100

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

25 / 100

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

26 / 100

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

27 / 100

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

28 / 100

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

29 / 100

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

30 / 100

30) An apology in customer service is useful when:

31 / 100

31) Which of the following reduces customer satisfaction?

32 / 100

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

33 / 100

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

34 / 100

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

35 / 100

35) Customer satisfaction is best measured by:

36 / 100

36) What is the primary goal of relationship management?

37 / 100

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

38 / 100

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

39 / 100

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

40 / 100

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

41 / 100

41) Why is client segmentation important?

42 / 100

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

43 / 100

43) What does active listening involve?

44 / 100

44) What does ‘active listening’ involve?

45 / 100

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

46 / 100

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

47 / 100

47) Which statement best reflects client-centric behavior?

48 / 100

48) A key challenge in meeting sales targets is:

49 / 100

49) Which phrase is most professional?

50 / 100

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

51 / 100

51) A Relationship Executive should resolve customer complaints:

52 / 100

52) What is CRM used for?

53 / 100

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

54 / 100

54) One key trait of successful relationship management is:

55 / 100

55) What is a key element of interpersonal communication?

56 / 100

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

57 / 100

57) In customer meetings, your communication should be:

58 / 100

58) How can you measure client satisfaction effectively?

59 / 100

59) A key part of customer retention is:

60 / 100

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

61 / 100

61) A proactive approach in customer service is:

62 / 100

62) Which of the following improves communication?

63 / 100

63) What is “customer retention”?

64 / 100

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

65 / 100

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

66 / 100

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

67 / 100

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

68 / 100

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

69 / 100

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

70 / 100

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

71 / 100

71) Which metric best reflects client satisfaction?

72 / 100

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

73 / 100

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

74 / 100

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

75 / 100

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

76 / 100

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

77 / 100

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

78 / 100

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

79 / 100

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

80 / 100

80) Which quality helps in converting leads into clients?

81 / 100

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

82 / 100

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

83 / 100

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

84 / 100

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

85 / 100

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

86 / 100

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

87 / 100

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

88 / 100

88) A Relationship Executive must be skilled in:

89 / 100

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

90 / 100

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

91 / 100

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

92 / 100

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

93 / 100

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

94 / 100

94) A good interpersonal skill for building trust is:

95 / 100

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

96 / 100

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

97 / 100

97) Cross-selling means:

98 / 100

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

99 / 100

99) Which one indicates a successful relationship management strategy?

100 / 100

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

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