Virtual Relationship Banking-prime

2 weeks ago

Mohali, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Virtual Relationship Banking-Prime Officer-Processing (SBU105_2195_100074)

**Office Location**: Phase 7 Mohalli Mohali (Branch)

**Position description**:
**Customer Engagement**
- Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.
- Call handling as per defined standards.
- Accurate resolution for customer queries.
- Promoting Digital Banking services for a superior customer service experience.
- Profiling of customers in order to aid right cross-servicing of Bank products
- Accurate logging and resolution of complaints.
- Attrition control of customers.
- Regular interactions with the customers and pro-actively assessing customer needs.
- Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
- Ensure portfolio quality of relationship while racing considering eligibility.
- Monitor large amount movements and account closure from the deposit accounts.
- Ensure retention of customers

**Achievement of portfolio parameters**
- Meet the defined objectives of the Portfolio managed by the respective VRM

**Sales**
- Right cross-sell of products basis profiling and engagement.
- Penetration of products across groups.
- Sales across all product segments-TPP, Assets, Cards etc.
- Acquiring & grouping of all related IDs of the Primary ID.
- Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.
- Ensure Staff are trained on product knowledge and requisite certifications.
- Income to be generated at a customer level.

**Interaction Quality**
- Achieve Quality benchmarks defined from time to time.
- Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.

**Audit and Service Quality**
- Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
- Ensure accurate and timely submission of financial transactions & requests.
- Adherence to set processes of updating customer interactions in CRM next.

**MIS - Reporting**
- Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management

**Primary Responsibilities**:

- To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience
- Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer
- To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums
- for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs.
- Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed.
- So that the RM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services
- thereby ensuring that the RM also achieves the key performance parameters set

**Educational qualifications preferred**
- **Category**: Bachelor's Degree

**Required work experience**
- **Years of experience**: 1 to 2

**Required Skills**:

- Basic Banking
- Communication

**Required abilities**
- **Other**:Major Stake holders **(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)
- Customers
- Prime Head
- Regional Head
- Unit Head
- Team Managers

  • Banking Relationship Officer

    1 month ago

    Mohali, India Paisso Technology Pvt Ltd Full time

    **Job Titles: Baking Relationship Officer** **Job Profile**: As a Relationship Officer, you will be responsible for building long-term relationships with our clients by understanding their financial objectives and delivering banking solutions. You will collaborate closely with teams to ensure seamless service delivery and optimize client satisfaction....

  • Virtual Sales

    7 days ago

    Mohali, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Sales - Sales Officer (124_2195_100067) **Office Location**: Mohali 3 B2 Mohali (Branch) **Position description**: To achieve assigned Unit / value/ Income across product lines 1 RM is responsible to achieve monthly unit and value targets assigned across product line. 2 RM is responsible to...

  • Customer Relationship Officer in Banking Process

    4 weeks ago

    Mohali, India Paisso Technology Pvt Ltd Full time

    We are India's first financial helpline. We act as an intermediary between Customers and banks. We have tie-ups with leading banks such as HDFC, Kotak, Axis, Muthoot etc. **Salary **:13K - 25K plus lucrative incentives ⦁ L1 : 13K-15K ⦁ L2 : 15K-18K ⦁ L3 : 18K-24K ⦁ L4 : 25K + - Providing help and advice to customers about the products or services. -...

  • Phone Banking Officer

    1 month ago

    Mohali, India Triedge Solution Full time

    Title: Phone Banking Officer Location: Mohali **Salary**: 15000 to 20000 monthly **Job Description**: - **Responsibilities**: - Manage relationship with clients and act as their primary point of contact for banking services. - Understand clients' financial goals and objectives and recommend appropriate solutions. - Provide exceptional customer service...

  • Banking Job in Mohali

    1 month ago

    Mohali, India WowHead Full time

    **Title: Banking Office Job** **Salary**:16,000-24,000/month + Incentives upto 18,000/month.** **Location**: Mohali. **Company Background**: We work as an intermediate between Customers and Leading banks. **Benefits**: - Competitive Salary and Performance based Incentives. - 18 Paid Leaves/year. - Sales Job on Desk. - Career development and Training...

  • Bank Executive Jobs

    1 month ago

    Mohali, India Masawi Full time

    We are India's first financial helpline. We act as an intermediary between Customers and banks. We have tie-ups with leading banks such as HDFC, Kotak, Axis, Muthoot etc. **Salary **:13K - 25K plus lucrative incentives ⦁ L1 : 13K-15K ⦁ L2 : 15K-18K ⦁ L3 : 18K-24K ⦁ L4 : 25K + **Responsibility**: - Maintaining positive customer relationships. -...

  • Banking Executive

    1 month ago

    Mohali, India WowHead Full time

    Join our Dynamic Team and be a part of Rewarding Career in Banking Sales Sector. **Salary: 15000-25000/Month + Rewards Upto 22000/Month.** **Opportunities and Perks**: - Office Desk Job. - Competitive Salary and Performance-based Incentives. - 18 Paid Leaves/Year + Weekly Off - Career development and Training opportunities. **Job Specification**: **Roles...

  • Bank Executive Jobs

    4 weeks ago

    Mohali, India Masawi Full time

    Our organisation is actively looking for a confident and sympathetic individual to join our team. The main purpose of this employment is to gain new clients and keep existing ones. **Salary **:13K - 25K plus lucrative incentives ⦁ L1 : 13K-15K ⦁ L2 : 15K-18K ⦁ L3 : 18K-24K ⦁ L4 : 25K + **Responsibility**: - Manage customer accounts, including...

  • Job in Bpo for Banking Process

    1 month ago

    Mohali, India Leap Financial Services Full time

    **Job Title: Job In BPO For Banking Process** **Job Details**: **Responsibilities**: - Develop and maintain relationships with customers. - Identify opportunities and promote banking products and services. - Need to build and develop good relation with the customers and cater their loan needs according to the requirement - Collaborate with the team to...

  • Bpo Banking Job in Mohali

    1 month ago

    Mohali, India Leap Financial Services Full time

    **Job Title: BPO Banking Job In Mohali** **Job Details**: **Responsibilities**: - Develop and maintain relationships with customers. - Identify opportunities and promote banking products and services. - Need to build and develop good relation with the customers and cater their loan needs according to the requirement - Collaborate with the team to ensure...

  • Bpo Banking Job

    1 month ago

    Mohali, India WowHead Full time

    **Job Title**: Senior Relationship Manager - Join Diala Bank's Elite Team! **Job Type**: Full-time **Salary**: 18,000 - 20,000/month **Experience**: Minimum 1 year **Location**: Mohali (Chandigarh ) Diala Bank, the trusted mediator between **Top Leading Banks** such as HDFC, Muthoot Finance, and 20+ others, is seeking a talented Senior Relationship...

  • Banking Sales Office Job

    1 month ago

    Mohali, India WowHead Full time

    **Title: Banking Sales Office Job** **Salary**:16,000-24,000/month + Incentives upto 18,000/month.** **Location**: Mohali. **Company Background**: We work as an intermediate between Customers and Leading banks. **Benefits**: - Competitive Salary and Performance based Incentives. - 18 Paid Leaves/year. - Sales Job on Desk. - Career development and...

  • Mandate Axis Bank Hissar

    1 week ago

    Mohali, India Career Growth India Full time

    **Job Information**: - Salary - **Rupees 10000-15000 / Monthly**- Shift - **Day**- - Job Level: - **Executive**- Job Experience: - **1 year**- Job Qualifications - **Any Graduate** **1) To acquire New to Bank customers and pursue new business relationships by selling**: - Savings Accounts. - Current Accounts. - Term Deposits. - Debit / Credit Cards. -...

  • Banking Sales Executive

    1 month ago

    Mohali, India WowHead Full time

    Join our Dynamic Team and be a part of Rewarding Career in Banking Sales Sector. **Salary: 15000-25000/Month + Rewards Upto 22000/Month.** **Opportunities and Perks**: - Office Desk Job. - Competitive Salary and Performance-based Incentives. - 18 Paid Leaves/Year + Weekly Off - Career development and Training opportunities. **Job Specification**: **Roles...

  • Banking Executive Job Fresher Also Apply

    1 month ago

    Mohali, India WowHead Full time

    **Title: Banking Executive Job (Fresher also apply)** **Salary**:16,000-24,000/month + Incentives Upto 18,000/month.** **Age: 18-27 years** **Location: Mohali.** **Company Background**: We work as an intermediate between Customers and Leading Banks. **Benefits**: - Competitive Salary and Performance based Incentives. - 18 Paid Leaves/year. - Sales Job...

  • Bank Executive Fresher Also Apply in Mohali

    1 month ago

    Mohali, India LoanNow Full time

    Our organisation is actively looking for a confident and sympathetic individual to join our team. The main purpose of this employment is to gain new clients and keep existing ones. **Responsibility**: - Manage customer accounts, including opening and closing accounts and overseeing transactions. - Ensure customer satisfaction and resolve issues with...

  • Bank Executive Fresher Also Apply in Chandigarh

    1 month ago

    Mohali, India LoanNow Full time

    Our organisation is actively looking for a confident and sympathetic individual to join our team. The main purpose of this employment is to gain new clients and keep existing ones. **Responsibility**: - Manage customer accounts, including opening and closing accounts and overseeing transactions. - Ensure customer satisfaction and resolve issues with...

  • Bank Executive Fresher Also Apply in Chandigarh

    4 weeks ago

    Mohali, India LoanNow Full time

    Our organisation is actively looking for a confident and sympathetic individual to join our team. The main purpose of this employment is to gain new clients and keep existing ones. **Responsibility**: - Manage customer accounts, including opening and closing accounts and overseeing transactions. - Ensure customer satisfaction and resolve issues with...

  • Freight Brokers

    1 month ago

    Mohali, India Virtual Oplossing Full time

    We are hiring Freight Broker for our logistic company in Mohali with following requirements **Desired Skills and Experience** - : Customer Interaction, Customer Relationship, Customer Service **Number of Posts** - : 10 **Experience** - : Fresher to 2 years **Salary** - : 20000 to 50000(per month) **Responsibilities** - Generating leads and attracting...

  • Phone Banking Executive Freshers Also Apply

    1 month ago

    Mohali, India Masawi Full time

    We are India's first financial helpline. We act as an intermediary between Customers and banks. We have tie-ups with leading banks such as HDFC, Kotak, Axis, Muthoot etc. **Salary **:13K - 25K plus lucrative incentives ⦁ L1 : 13K-15K ⦁ L2 : 15K-18K ⦁ L3 : 18K-24K ⦁ L4 : 25K + **Responsibility**: - Maintaining positive customer relationships. -...