Virtual Relationship Banking-prime

2 days 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

  • Virtual Relationship Manager

    1 day ago

    Kolkata, West Bengal, India Saffollya O Samriddhi Llp Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description: Virtual Relationship Manager Mutual Fund & Investment ProductsLocation: Kolkata (as applicable)Employment Type: Full-timeDepartment: Sales & Client EngagementReports To: Branch ManagerRole OverviewAs a Virtual Relationship Manager (VRM) at Saffollya, you will be responsible for managing and nurturing client relationships virtually, with a...

  • Rl - Mortgages:sales Manager - Prime Mortgages - Branch

    2 weeks ago

    Kolkata, West Bengal, India Axis Bank Full time

    RL - Mortgages -Sales Manager - Prime Mortgages- Branch About the Business Group The Mortgages department is a part of the Retail Lending business of the bank and offers Home Loans and Loan against Property to all categories of customers Pan India About the Role This is a leadership role responsible for achieving business goals optimizing profitability...

  • Bank Relationship Manager

    2 weeks ago

    Kolkata, West Bengal, India Calltawk Solution LLC- FZ Full time ₹ 24,00,000 - ₹ 48,00,000 per year

    Job Title: Bank Relationship ManagerLocation: Kolkata – Salt Lake, Sector VCompany: HooqxAbout the Company:Hooqx is a dynamic and fast-growing organization offering a wide range of digital and financial solutions. We focus on building strong business partnerships and driving financial excellence through innovation, strategy, and performance.Position...

  • Relationship Manager

    1 week ago

    Kolkata, West Bengal, India Tata AIA Life Insurance Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Role & responsibilitiesMaintain relationship with partner RM/BMSale Life Insurance through banca channelCustomer HandlingVirtual BankingPreferred candidate profileVirtual Banca Life Insurance skills preffered*** No Fresher/ Irrelevant experience will be entertained ***

  • Relationship Manager – Corporate Banking

    4 days ago

    Kolkata, India STAFFIAA Full time

    Job Title: Relationship Manager – Corporate Banking Location: Kolkata CTC: Up to 15 LPA Hiring for a Leading Bank  Job Summary: We are looking for an experienced Relationship Manager – Corporate Banking to develop, strengthen, and manage relationships with large corporate clients. The ideal candidate will generate business opportunities, drive revenue...

  • Relationship Manager Retail Banking

    2 weeks ago

    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...

  • Relationship Manager

    1 week ago

    Kolkata, India SkillLabs Full time

    Roles and Responsibilities Job Purpose Responsible for including HNI customers into the HNW Programe and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the Right products, acquiring family a/c's ,retaining and enhancing the relationship. The RM is also...

  • Virtual Relationship Officer Bancassurance

    1 week 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  Age - Max yrs

  • Virtual Relationship Officer Bancassurance

    5 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  Age - Max yrs

  • Officer, Branch Relationship Manager, Consumer Banking Group

    4 days ago

    Kolkata, India DBS Bank Full time

    Officer, Branch Relationship Manager, Consumer Banking Group -(WD79391)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and...