Relationship Officer / Relationship Executive

Role overview

Relationship Officer duties

• Maintain client accounts, respond to inquiries, and coordinate service requests.
• Gather customer information, explain products or services, and monitor account activity.
• Resolve routine issues and coordinate with departments on client requirements.
• Maintain client records, follow procedures, and identify service-quality improvements.

Relationship Executive duties

• Contact existing and prospective clients, arrange meetings, and present relevant products or services.
• Follow up on customer requests and identify client-retention or business-development opportunities.
• Coordinate with sales, operations, customer service, and internal teams to address client expectations.

Qualifications

• Degree or diploma in Business Administration, Finance, Marketing, Management, Communications, or a related discipline.
• Understanding of CRM, client servicing, account coordination, and professional communication.
• Strong verbal and written communication and ability to explain information clearly.
• Ability to build client relationships, understand needs, and coordinate suitable solutions.
• Familiarity with CRM platforms, Microsoft Office, customer databases, and reporting tools.
• Strong organization, attention to detail, and ability to manage multiple client requests.
• Able to resolve routine concerns and escalate complex issues appropriately.
• Understanding of confidentiality, data protection, and professional standards.
• Teamwork, problem-solving, negotiation, and interpersonal skills.
• Proactive, service-oriented approach and commitment to customer satisfaction.

Shared role expectations