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.