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Relationship Executive - Banking

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Relationship Executive - Banking

Happinesscue

Relationship Executive - Banking

1 month ago

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Important information


Contract type:

Permanent

Location:

Delhi, India

Work mode:

Onsite

Published on:

21 September 2026

What they need


Job Summary

We are assisting a client with this position as part of an expanding team. As Relationship Executive - Banking, you will handle day-to-day responsibilities connected with customer handling, documentation, follow-up, communication, process coordination. This includes coordinating assigned work, responding to relevant enquiries, maintaining records and reports, following up with stakeholders and ensuring that agreed activities are completed on time. The role is suitable for candidates with 1-4 years and is based across Delhi NCR / Jaipur / Lucknow / Mumbai. The work is practical and team-oriented, with regular interaction with colleagues, customers, vendors, partners or other stakeholders depending on the assignment. Candidates should be comfortable with routine follow-ups, working with people and keeping information updated. The ideal candidate should communicate clearly, be organised and take ownership of routine responsibilities after initial training. Shortlisted candidates may be asked to participate in a short practical discussion or role-specific assessment.

Responsibilities

  • Handle day-to-day responsibilities connected with customer handling, documentation, follow-up, communication, and process coordination.
  • Coordinate assigned work, respond to relevant enquiries, maintain records and reports, and follow up with stakeholders to ensure that agreed activities are completed on time.
  • Interact with colleagues, customers, vendors, partners or other stakeholders depending on the assignment.
  • Communicate clearly, be organized, and take ownership of routine responsibilities after initial training.
  • Be comfortable with routine follow-ups, working with people and keeping information updated.
  • Shortlisted candidates may be asked to participate in a short practical discussion or role-specific assessment.

Requirements

  • Experience: 1-4 years in customer handling, documentation, or related roles.
  • Location: Based across Delhi NCR, Jaipur, Lucknow, or Mumbai.
  • Skills: Clear communication, organizational skills, and the ability to take ownership of routine responsibilities after initial training.
  • Additional: Comfortable with routine follow-ups, working with people, and keeping information updated.

Skills

  • Customer handling
  • Documentation
  • Follow-up
  • Communication
  • Process coordination
  • Records management
  • Stakeholder engagement
  • Team-oriented

Location - Delhi / NCR , Jaipur , Lucknow , Mumbai

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