2069.Relationship Executive - Retail

The Relationship Executive is responsible for achieving sales targets, focusing on deposits solely from NTB customers, and cross-selling banking products while ensuring compliance with Shariah guidelines and maintaining high service quality standards.

• Tag and manage a portfolio based on employee ID, enabling account opening in any branch.
• To open valued accounts on monthly basis with an average balance of Rs >50k each as per assigned KPIs.
• Ensure the proper input of sales pipeline and customer profiling using the provided Sales Management Platform (SMP).
• Maintain and update sales management logs, including call reports, pipeline management reports, and scorecards.
• Attend daily morning huddles led by the Branch Manager.
• Conduct regular sales calls and visits as per prevailing SMP guidelines in order to engage with customers.
• Timely support to operations for the submission of AOFs and ensure KYC regime is updated and in compliance with best practices.
• Uphold Shariah compliance in all banking activities in case of Islamic Branches.
• Deliver exceptional customer service.
• Participate in relevant training sessions.
• Represent the bank professionally, ensuring adherence to the dress code and overall presentation.
• Maintain a sufficient level of product knowledge to effectively address customer inquiries and needs.
• Follow the bank's code of conduct.