Virtual Relationship Banking-prime

4 days ago


Mumbai, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Virtual Relationship Banking-Prime Officer-Processing (SBU105_1702_100074)

**Office Location**: Trade Star - Andheri Mumbai (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



  • Andheri, Mumbai, Maharashtra, India Maan Source Full time

    HDFC Bank is looking for a motivated and customer-focused Virtual Relationship Banking - COP Officer. Join our team to help customers navigate their financial journey with innovative banking solutions. This is an excellent opportunity for freshers in Mumbai. **Primary Responsibilities**: Customer Engagement: Continuous engagement with the portfolio...


  • Mumbai, India Maan Source Full time

    HDFC bank Hiring Virtual Relationship Banking - Freshers in Mumbai. **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...


  • Navi Mumbai, India Maan Source Full time

    HDFC bank Hiring Virtual Relationship Banking - Freshers in Mumbai. **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...


  • Navi Mumbai, India Kotak Mahindra Bank Full time

    Job Title: Virtual Relationship ManagerCompany: Kotak Mahindra BankLocation: Wagle Estate, Thane WestDepartment: Customer Service / SalesEmployment Type: Full-Time (Bank Payroll) Requirements: Experience: Min. 6 months in Banking/BPO Sales (No Freshers) Education: Graduate | Age: 1832 years Skills: Fluent in English, Strong Sales & Numerical Ability Gender:...


  • Navi Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 4,20,000 - ₹ 4,80,000 per year

    Job Title: Virtual Relationship ManagerCompany: Kotak Mahindra BankLocation: Wagle Estate, Thane WestDepartment: Customer Service / SalesEmployment Type: Full-Time (Bank Payroll)Requirements:Experience: Min. 6 months in Banking/BPO Sales (No Freshers)Education: Graduate | Age: 1832 yearsSkills: Fluent in English, Strong Sales & Numerical AbilityGender: Open...


  • Navi Mumbai, Maharashtra, India Yes Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Virtual Relation Manager ( Navi Mumbai)Grade :- AM/DMResponsibilitiesManage and nurture client relationships through virtual engagementsProvide clients with personalized financial advice and solutionsIdentify opportunities to cross-sell banking products and servicesRespond promptly to client inquiries, providing exceptional customer serviceCollaborate with...


  • Navi Mumbai, India Yes Bank Full time

    Virtual Relation Manager ( Navi Mumbai)Grade :- AM/DMResponsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate...


  • Navi Mumbai, India Aspire Consultancy Services Full time

    Excellent CommsSmart & confident exp in Sales & ServiceCustomer service executives in global banks based in India handling sales and serviceWealth Management and Insurance, Virtual RelationshipOther sector – Hospitality, Real estate, Ed Tech etc Required Candidate profile If Interested then Call or Whats App HR Anika @ Perks and benefits 3lac worth...


  • Mumbai, Maharashtra, India EOSGlobe Full time ₹ 4,50,000 - ₹ 5,50,000 per year

    Job Type: Full TimeExperience: 1 YearsType: Virtual HiringLast Date: 17-Oct-2025Posted on: 17-Sep-2025Salary per month: Rs Rs. 45000No. of vacancies: 30Passout Year: Gender: FemaleHighest qualification mark : 90%Education: Any GraduateSublocation: ThaneSkills: BankingJob Title: Virtual Relationship Manager (VRM) – Female Candidates OnlyLocation:[Specify...


  • Mumbai, Maharashtra, India Mount Talent Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Virtual Relationship ManagerLocation: MumbaiWhat we need :Graduate with minimum 50% marks.Minimum 2 years of experience as an Virtual Relationship Manager (VRM) or similar role in banking.Strong communication, influencing, and negotiation skills. Proficiency in MS Office, CRM, and related tools.Customer-first mindset and ability to thrive in a target-driven...