Virtual Relationship Banking-pb Officer

1 month ago

Kolkata, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Virtual Relationship Banking-PB Officer

**Position description**: Ensure engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.

**Primary Responsibilities**:

- Relationships and Sales
- Meet the defined objectives of the Portfolio managed by the respective VRM
- 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
- Meet the defined objectives of the Portfolio managed by the respective VRM
- 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.
- Achieve Quality benchmarks defined from time to time.
- Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
- 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.
- Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.

**Additional 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 top of the mind recall amongst the customers in the catchment for all their financial needs & services, thereby ensuring that RM also achieves the key performance parameters set

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

**Required work experience**
- **Industry**: BFSI/Insurance
- **Role**: Fresher/Sales
- **Years of experience**: 1 to 2

**Required Skills**:

- Basic Banking
- Communication

**Other**:

- Reporting Designation: Prime Team Manager
- Reporting Department-Sub BU: Prime Banking

**Other details

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