Virtual Relationship Banking-prime

2 days ago

Mohali, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Virtual Relationship Banking-Prime Officer-Processing (SBU105_2195_100074)

**Office Location**: Phase 7 Mohalli Mohali (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 Banking-prime

    6 days ago

    Mohali, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-Prime Officer-Processing (SBU105_2195_100074) **Office Location**: Phase 7 Mohalli Mohali (Branch) **Position description**: **Customer Engagement** - Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of...

  • Virtual Relationship Banking-cop Officer

    2 weeks ago

    Mohali, 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...

  • Virtual Relationship Banking-cop Officer-processing

    2 days ago

    Mohali, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-COP Officer-Processing (BU93_2195_100073) **Office Location**: Phase 7 Mohalli Mohali (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...

  • Relationship Banking Professional

    2 weeks ago

    Mohali, Punjab, India beBeeBusiness Full time ₹ 80,00,000 - ₹ 2,00,00,000

    Job OverviewWe are seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for acquiring new asset relationships and managing a portfolio of business banking relationships.Key ResponsibilitiesTo achieve overall business targets on volumes and profitability for BBG customers.To regularly interact...

  • Branch Relationship Officer- Axis Bank

    2 days ago

    Mohali, India IFM FinCoach Global Pvt. Ltd. Full time

    **JD for Branch relationship officer in Axis Bank.** **Roles**: - To work as teller as per organisation’s requirements for processing cash transactions of customers. - Providing financial solution to the new and existing customers by offering bank’s products. - Cross selling bank’s products. - Connecting with mapped customers to offer products as per...

  • Virtual Sales

    14 hours ago

    Mohali, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Sales - Sales Officer (124_2195_100067) **Office Location**: Mohali 3 B2 Mohali (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 responsible to...

  • Virtual Care-officer Customer Experience

    4 days ago

    Mohali, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Care-Officer Customer Experience (OCE) (77_1676_100072) **Office Location**: IT CITY MOHALI Mohali (Hub) **Position description**: **Query Resolution & Call back ( NFCR cases)**: - Resolving non-FCR queries of customers received at the Centre. - Satisfactory resolution of all non-FCR...

  • Virtual Assistant – Outbound Calling

    2 days ago

    Mohali, Punjab, India KalonGens Pvt Ltd Full time ₹ 3,60,000 - ₹ 7,20,000 per year

    We are a growing firm in the Law Firm and Staffing industry, providing services to clients across the USA. We are looking for an experienced Virtual Assistant (Outbound Calling) to join our dynamic team.Key Responsibilities:Make outbound calls to USA clients for lead generation & appointment settingConduct follow-ups with potential and existing clientsBuild...

  • Virtual Assistant – Remote

    7 days ago

    Mohali, India Exotto Full time

    About Exotto Exotto is a B2B marketing agency helping coaches, consultants, SaaS founders, and B2B service providers build predictable client acquisition systems. As the CEO/Head of Growth, I am looking for a proactive, detail-oriented Virtual Assistant who can act as thefirst point of communicationfor me, the team, and external partners. This role is not...

  • Relationship Manager/Relationship Officer

    7 days ago

    Mohali, India Yunay Consultancy Services Full time

    JOB DESCRIPTION- RELATIONSHIP OFFICER/ RELATIONSHIP MANAGER Product is Home Loan. Generating business through DSAS/ Builders/ Channel Partners/ Open Market. To handle a DSA to Achieve the business numbers. To plan, organise & initiate to identify New Potential DSA, CA, Financial Consultants and Brokers & Builders in Respective area. Training and Development...