Relationship Executive - Retail Sales
Tata Capital 4.9
Relationship Management (Retail & Corporate)
Remote
3
Any
Not Required
No
Job Description
Execute Direct sales strategies to promote and cross-sell retail financial products, personal loans, and consumer finance solutions.
Identify target areas for prospective business expansion and localized customer outreach campaigns.
Function as a dedicated Relationship Executive, managing end-to-end client engagement and onboarding lifecycles.
Maintain strict adherence to internal Compliance policies, KYC protocols, and lending guidelines.
Focus on delivering high Customer satisfaction through transparent guidance and prompt query resolution.
Manage retail lead generation funnels, conduct client visits, and close retail credit applications.
Keep accurate records of daily sales targets, prospective leads, and customer conversion pipelines.
Qualifications
Graduate in any discipline (Commerce, Management, Arts, Science, or related fields).
0–1 Yrs of experience, making it suitable for fresh graduates, entry-level candidates, and junior sales executives.
Practical understanding of retail lending, field sales practices, and customer onboarding workflows.
Strong communication skills, proactive client-facing attitude, and a goal-oriented approach.