CUSTOMER CARE EXECUTIVE at HDFC Bank

Job Description

Role description

Job Title

Preferred Relationship Manager

Business Unit

Retail Branch Banking

Reporting To

Branch Manager

Job Function and Role Type

Sales & Portfolio Management, Individual Contributor, Moderate Travel

Version No

Job Purpose

Responsible for acquiring and managing HNI customers under the Preferred programme, enhancing relationship profitability through cross-selling, and increasing wallet share. Serve as a one-point contact for financial needs, ensuring superior customer experience and portfolio growth.

Key Responsibilities

HNW Portfolio Management

Acquire new customers meeting product criteria.

Enhance portfolio value and maintain hygiene parameters.

Cross-sell bank products based on customer needs.

Control attrition and achieve revenue targets.

Operations, Marketing & Processes

Ensure error-free documentation and adherence to KYC/AML norms.

Identify cross-sell opportunities to increase wallet share.

Enhance product penetration and income-generating product holdings.

Customer Service

Deliver quality service and resolve queries within TAT.

Proactively manage complaints and ensure timely communication.

Promote direct banking channels and ensure smooth portfolio transitions.

Education:

Graduation required; Post-Graduation preferred.

Certifications:

AMFI Certification, IRDA Certification, NCFM Certification (Optional).

Key Competencies

Sales and influencing skills, banking product knowledge, planning and organizing skills, good communication, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, Operations, Product Team, Asset Team, Treasury, Credit, Insurance Partners, AMC's, HDFC Securities.

Skills

Test

Frequently Asked Questions

What are the eligibility criteria for the CUSTOMER CARE EXECUTIVE job at HDFC Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0 - 6 Years years of relevant experience expected for this role.

What are the primary responsibilities of a CUSTOMER CARE EXECUTIVE at HDFC Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a CUSTOMER CARE EXECUTIVE at HDFC Bank.

Is prior experience required for this position?

This role requires around 0 - 6 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the CUSTOMER CARE EXECUTIVE role at HDFC Bank?

You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.

CUSTOMER CARE EXECUTIVE

HDFC Bank — Udaipur, PRATAPGARH