Virtual Relationship Banking-prime

6 hours ago


Kolkata, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Virtual Relationship Banking-Prime Officer-Processing (SBU105_1394_100074)

**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 track and analyze cost.
- To maintain Dashboard and share it with the Management and Fincon 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)
- Prime Head
- Regional Head
- Unit Head
- Team Managers
- Channel Manager



  • Kolkata, West Bengal, India 10xgrowthaccelerator Full time ₹ 1,80,000 - ₹ 2,50,000 per year

    Virtual Relationship ExecutiveVirtual Relationship Executive – Voice SalesLocation: KolkataJob Type: Full-TimeAbout the RoleWe are hiring for VM Sales (Voice Process) roles under CL11 and CL12 levels. The role involves handling outbound/inbound voice calls to engage with customers, promote products, and achieve assigned sales targets.Position DetailsCL11...


  • Bengaluru, Hyderabad, Kolkata, India Skylink Virtual Assistant Full time ₹ 2,00,000 - ₹ 2,50,000 per year

    Role & responsibilitiesSerious Candidate Only, It is a real job and not a scam or gimmick.Remote Online Work from Home. Needed ASAPVirtual Remote Assistant, Night 8PM - 5 AM (Mon - Friday)Weekly Pay, Every Friday.Starting Pay Monthly: INR 25,000.00 Starting, Raise INR 5,000 after 6 months, and additional INR 5,000.00 in 1 year. There after yearly raise based...


  • Kolkata, West Bengal, India 10x Growth Accelerator Full time ₹ 18,000 - ₹ 2,50,000 per year

    Virtual Relationship Executive – Voice SalesLocation: KolkataJob Type: Full-TimeAbout the RoleWe are hiring for VM Sales (Voice Process) roles under CL11 and CL12 levels. The role involves handling outbound/inbound voice calls to engage with customers, promote products, and achieve assigned sales targets.Position DetailsCL11 – Virtual Relationship...


  • Kolkata, India Banking sector Full time

    DSA NOTICE FOR BRANCH BANKING . Job Location - Nearest branch. Gender - Male & female both Location - Depends on your nearest branch. REQUIRED CRITERIA Age - 18 to 32 year. Qualification - Minimum 12th pass & Graduate. Good Communication Skill and Basic Computer Knowledge. Send your resume on Whatsapp Key Responsibilities 1. Customer Service &...


  • Kolkata, West Bengal, India HDFC Life Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionHDFC Life is one of India's leading private life insurance companies, offering a range of individual and group insurance solutions. It is a joint venture between Housing Development Finance Corporation Limited (HDFC), India's leading housing finance institution, and abrdn plc, a leading provider of financial services in the United Kingdom....


  • Kolkata, West Bengal, India Krishna Placement Services Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirementsprofile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profileFocusing on the analysis and satisfaction of Bank Customers financial banking...


  • New Town, Kolkata, West Bengal, India Upskill Academy Full time ₹ 18,000 - ₹ 25,000 per year

    Job description:Virtual Relationship Executive – Voice SalesLocation: KolkataJob Type: Full-TimeAbout the RoleWe are hiring for VM Sales (Voice Process) roles under CL11 and CL12 levels. The role involves handling outbound/inbound voice calls to engage with customers, promote products, and achieve assigned sales targets.Position DetailsCL11 – Virtual...


  • Kolkata, West Bengal, India Dreams Solution Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesThe role we have is for RM corporate banking KolkataSpecific points to be noted :Candidate can be from bank or credit rating agency onlyMininum exp : 3 yearsHandling only companies with turnover of 500 cr and more only large corporateSr. NoDescriptionsDetails1Functional Designation - Relationship Manager Corporate Banking2 Business...


  • Kolkata, West Bengal, India Kotak Mahindra Bank Full time

    Relationship Manager-Business Banking-Affluent-Priority-Regional sales Key Responsibilities:Client Acquisition & Relationship Management:Develop new and expand existing HNI customer relationships through in-depth profiling. Match client needs with Kotak Group's product offerings. Ensure client contactability through regular weekly/monthly...


  • Kolkata, West Bengal, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Platinum Relationship Manager – Business BankingKRAs: Develops new and expands existing High Net worth Customer relationships for liabilities (CA driven) and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and application of bank policy....