Virtual Relationship Banking-cop Officer-processing

2 weeks ago


Kolkata, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Virtual Relationship Banking-COP Officer-Processing (BU93_1394_100073)

**Office Location**: Gillanders House Kolkata (Branch)

**Position description**:
**Prepare and Publish MISs on all areas of the Channel’s operations**
- ** Preparing Dashboard** which is maintained as a quick snapshot containing every detail right from manpower count / productivity / product-wise volumes / cost / income / profitability / attrition etc, and the same is shared with the Business Head and senior management.
- ** Preparing Score Card** of all RM / TM / UH / RH providing a clear update on performance as is on various performance parameters
- ** Preparing Productivity MIS**: Rolls out a monthly productivity report highlighting performance peaks and gaps, product
- wise location-wise.
- ** Contest, Daily & Hourly MIS updates**: In addition to the above, also prepares several MISs to track the session wise and daily updates on business
- ** Analyzing huge data base** and extracting business pertaining to the channel for preparing the business performance of the channel
- ** Product Dump & Use File Reconciliation**:Highlight & Track Missing business & arrange for credit following up with respective product.
- ** Lead Management**: Downloading leads from CRM & share the MIS & Lead status with Channel.
- Preparing **Adhoc MIS** required by top management like preparing data for presentation, coordinating with regions to get the status of Insurance audit cases, Preparing masters.

**Primary Responsibilities**:

- Officer - Processing - performs the important function of tracking the business-critical activities and reporting the same as desired by the Management.
- The position liaises with the back-end teams of Product to obtain updates / dump on business and accordingly publishes MISs to the team, to the top management.
- He/She is also responsible to maintain Dashboard and share it with the Management and on a monthly basis, besides publishing hourly, daily MISs on the Channel’s business and operations

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

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

**Required Skills**:
MIS, Analysis & Presentation skills

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



  • Kolkata, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-COP Officer **Position description**: Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. **Primary Responsibilities**: - Customer Engagement: Continuous engagement with the...


  • 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...

  • Supervisor-cop

    6 days ago


    Kolkata, India Abacus Consultants Full time

    Education: Any Graduate Skills: Telesales - Team handlinng CTC Range: 10 lkh ~ 12 lkh Job Purpose - Responsible for managing a team size of 13 - 15 Personal Bankers managing virtual Classic portfolios. - Drive the team for meeting the portfolio objectives for income/revenue generation, cross sell, digital product penetration, sales processes, call quality...

  • Supervisor-cop

    3 days ago


    Kolkata, India Abacus Consultants Full time

    **4 - 7 years**: **Any Graduate**: **Telesales - Team handlinng**: **10 lkh ~ 12 lkh**: Job Purpose - Responsible for managing a team size of 13 - 15 Personal Bankers managing virtual Classic portfolios. - Drive the team for meeting the portfolio objectives for income/revenue generation, cross sell, digital product penetration, sales processes, call quality...

  • Relationship Manager

    2 weeks ago


    Kolkata, India Chola MS General Insurance Full time

    Relationship Manager Bank Assurance (Induslnd Bank)We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and ensuring...

  • Virtual Sales

    2 weeks ago


    Kolkata, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Sales - Sales Officer (124_1394_100067) **Office Location**: Gillanders House Kolkata (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...

  • Relationship Manager

    Found in: Whatjobs IN C2 - 2 weeks ago


    kolkata, India Chola MS General Insurance Full time

    Relationship Manager Bank Assurance (Induslnd Bank) We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgable advice, guiding their choices, promptly resolving complaints, and...

  • Virtual Sales

    6 days ago


    Kolkata, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Sales - Officer CLCM (124_1394_100096) **Office Location**: Gillanders House Kolkata (Branch) **Position description**: **Target on Call Connect.** The resource is responsible for ensuring the daily / weekly/ monthly call connects agreement. Maintain the quality of call by ensuring...

  • Virtual Relationship Officer Bancassurance

    Found in: Whatjobs IN C2 - 7 days ago


    kolkata, India Life Insurance Company Full time

    Job Description Roles and Responsibilities Connect with 4 Clients per day over VC or Telephonically  2 Client Visits in a Month Sell Life Insurance Products to assigned Bank Customers  Desired Candidate Profile Qualification - Min Graduate Experience –1 yr of Life Insurance sales experience. Good communication skill  ...

  • Relationship Manager Business Banking

    Found in: Whatjobs IN C2 - 2 weeks ago


    kolkata, India DBS Bank Full time

    Relationship Manager Business Banking - CPS-(WD54652) Position Title: Relationship Manager Department:SME, India, IBG4 Reports To: Regional Sales Head – Assets Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") ·To acquire and...

  • Relationship Manager Business Banking

    Found in: Talent IN C2 - 2 weeks ago


    Kolkata, India DBS Bank Full time

    Relationship Manager Business Banking - CPS-(WD54652) Position Title: Relationship Manager Department:SME, India, IBG4 Reports To: Regional Sales Head – Assets Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") ·To acquire and build a...

  • Associate Relationship Manager

    Found in: beBee S IN - 3 weeks ago


    Kolkata, India iimjobs Full time

    Associate Relationship Manager - Commercial Banking | Kolkata | Bank Job Description:Job Title : Assistant Relationship Manager - Commercial BankingGrade: Manager / Senior Manager Department: Corporate BankingLocation: Ahmedabad - Zonal Office Viva branchEligible Grade : Mgr / SM Reporting To: Relationship Manager - Corporate BankingA. Position Purpose:- To...

  • Associate Relationship Manager

    Found in: beBee jobs IN - 2 weeks ago


    Kolkata, West Bengal, India iimjobs Full time

    Associate Relationship Manager - Commercial Banking | Kolkata | Bank Job Description:Job Title : Assistant Relationship Manager - Commercial BankingGrade: Manager / Senior Manager Department: Corporate BankingLocation: Ahmedabad - Zonal Office Viva branchEligible Grade : Mgr / SM Reporting To: Relationship Manager - Corporate BankingA. Position Purpose:- To...

  • Associate Relationship Manager

    Found in: beBee S IN - 2 weeks ago


    Kolkata, India iimjobs Full time

    Associate Relationship Manager - Commercial Banking | Kolkata | Bank Job Description:Job Title : Assistant Relationship Manager - Commercial BankingGrade: Manager / Senior Manager Department: Corporate BankingLocation: Ahmedabad - Zonal Office Viva branchEligible Grade : Mgr / SM Reporting To: Relationship Manager - Corporate BankingA. Position Purpose:- To...

  • Bank Officer

    5 days ago


    Kolkata, India Hiring Street Full time

    **Roles and Responsibilities** Achieving monthly sales targets (CASA) for the assigned area. Maintaining customer relations and anticipate future needs of customers, through calling and promotional Job Cross sell into Branch Banking. **Perks and Benefits** - Role:_Retail Banking Sales - Salary:_ 2.5-5 Lacs P.A. - Industry:_Banking - Department:_Sales &...

  • Relationship Officer

    18 hours ago


    Kolkata, India Xapiers Technology Full time

    We are not only offering jobs we also offer premium working environment which help you to feel like a homely atmosphere. Contacting with the client and to offer them our premium services will going to be the basic job role of an Relationship Officer. Process **Our Recruitment process**: Step One **Resume Selection**: Our team will going to examine the...

  • Banking Officer

    7 days ago


    Kolkata, India Economical Research & Management Pvt. Ltd. Full time

    Post: Relationship Officer / Front Office Executive Job Responsibilities: - Maintain good relation with customers. - Fullfill all quariess & doubts. **Salary**: ₹8,086.00 - ₹25,990.07 per month Schedule: - Day shift Ability to commute/relocate: - Dunlop, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work...


  • Kolkata, India HIRVA HR SOLUTIONS PRIVATE LIMITED Full time

    A **Relationship Executive **is an expert who is reliable for the growth of their Career. They work with their sales group to create mutually profitable proposals, deal with contract terms, and communicate actually with stakeholders. **Job Profile**: - Handling existing and new bank customers of our banking partners - Generate a Lead of prospective...


  • Kolkata, India Bandhan Bank Full time

    Extra benefits -PF,ESI ,Medical Qualification /Education -Minimum HS pass or Graduate (Any stream) Age 18 years to 36 years Skills Basic Computer Good Communication And Positive Mindset Language -Bengali ,Hindi,English Post-Collections Officer,Phone/ Internet Banking Executive,Back Office Executive,Relationship Executive/ Manager Bank-Bandhan Bank...


  • Kolkata, India Bandhan Bank Full time

    Extra benefits -PF,ESI ,Medical Qualification /Education -Minimum HS pass or Graduate (Any stream) Age 18 years to 36 years Skills Basic Computer Good Communication And Positive Mindset Language -Bengali ,Hindi,English Post-Collections Officer,Phone/ Internet Banking Executive,Back Office Executive,Relationship Executive/ Manager Bank-Bandhan Bank...