Virtual Relationship Banking-pb Officer

2 days ago

Delhi, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Virtual Relationship Banking-PB Officer (SBU105_608_100026)

**Office Location**: Ambience Tower (Rohini-Sec-10) Delhi (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

  • Virtual Relationship Banking-prime

    2 days ago

    Delhi, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-Prime Officer-Processing (SBU105_608_100074) **Office Location**: Ambience Tower (Rohini-Sec-10) Delhi (Branch) **Position description**: **Customer Engagement** - Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete...

  • Virtual Relationship Banking-tele Banking Executive

    2 weeks ago

    Delhi, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-Tele Banking Executive (ME/IFB) (137_608_100089) **Office Location**: Vikas Puri Backoffice Delhi (Branch) **Position description**: **Qualitative**:Product level Unit and Value target achievement. Monthly productivity. **Detailed Responsibilities** Tele Banking Executive...

  • Cop Supervisor

    7 days ago

    Delhi, India Abacus Consultants Full time

    **4 - 8 years**: **Any Graduate**: **Team Handling - Phone Banking**: **6 ~ 7 LPA**: **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...

  • Relationship Officer for a Reputed Bank

    2 weeks ago

    Delhi, India Morgan Eries Full time

    The Relationship Officer has the responsibility of driving sales and achieving the sales target for the assigned bank branches. - Support the CRO in his sales effort, in terms of generating benefit illustrations, accompanying on client calls if required, etc. - Spearhead all lead generation initiative from the bank - whether through walk in, data-mining,...

  • Phone Banking Officer

    2 weeks ago

    Rohini, Delhi, Delhi, India Nation Wide Consultancy Full time

    We Are Hiring **Virtual Care Officer** Company: - Hdfc bank Qualification:Gradution Location: - Rohini,Delhi **Salary**: - 20-24kctc If interested call or whatsapp on: - **6239668730** **Note: - Fluent English is Mandatory** **Salary**: ₹20,000.00 per month **Benefits**: - Life insurance - Provident Fund Schedule: - Day shift - Rotational...

  • Virtual Relationship Banking

    2 weeks ago

    Delhi, India LoX Supply Services Full time

    Provide awareness about the services to the clients/customers Make sales through inbound calls Educate the customers about the processes of Banking services such as: Investment, insurance, loans Make Negotiations and close the deals Keep a track of the progress made in achieving the targets Freshers can also apply **Skills and Qualifications...

  • Relationship Officer

    1 week ago

    Delhi, India Kavya Management Services Full time

    Job Profile: Position is on the payrolls of Aditya Birla Sunlife Insurance. Position will be mapped to the respective HDFC Branches per geography based business requirements Core responsibility is to generate insurance business through HDFC branch walk-in customers and by closing out bound leads generated by the branch staff for the assigned branch ...

  • Relationship Officer

    2 weeks ago

    Delhi, India Kavya Management Services Full time

    Delhi, Gurugram, Bhopal, Indore, Mumbai, Chhatribagh, Uttan Job Profile: Position is on the payrolls of Aditya Birla Sunlife Insurance. Position will be mapped to the respective HDFC Branches per geography based business requirements Core responsibility is to generate insurance business through HDFC branch walk-in customers and by closing out bound leads...

  • Hiring Freshers

    4 days ago

    Delhi, Delhi, India O3hire Full time

    A relationship officer's job role is to develop and maintain relationships with clients, and to provide financial advice and solutions: - Client development: Generate new business leads, identify sales prospects, and follow up on referrals - Financial advice: Conduct financial assessments, understand clients' needs, and recommend banking products - Customer...

  • Banking Sales Officer

    1 week ago

    Delhi, Delhi, India LoudHR Full time

    We're looking for a driven and personable Banking Sales Officer to join our Retail Banking department! You'll play a pivotal role in building relationships, understanding customer needs, and recommending the perfect financial products and services to help them achieve their goals. **Responsibilities**: - **Customer Acquisition**: Proactively identify and...