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Role description
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Job Title
COP-Supervisor
Business Unit
Virtual Relationship Banking
Reporting To
COP-Centre Head
Job Function and Role Type
Sales/Relationship Management, Supervisory
Version No
2.0
Position purpose
Oversee a group of 13-15 Personal Bankers handling virtual Classic portfolios. Drive income generation, cross-sell, digital penetration, and client engagement while making sure adherence to compliance and operational guidelines.
Key Responsibilities
Oversee PB Performance for Income Generation
Drive group to reach income and business targets.
Build client relationships to generate portfolio revenue.
Monitor portfolio performance to meet monthly income goals.
Discuss performance metrics with Personal Bankers.
Oversee PB Performance for Portfolio Parameters
Make sure portfolios meet defined health parameters.
Engage clients with cross-sell products.
Build liability balances and add family members to programs.
Follow up on leads with fulfillment teams.
Digital Penetration
Increase NetBanking and MobileBanking usage.
Promote digital services like Bill Pay.
Encourage digital activity to improve client stickiness.
Sales Process
Make sure adherence to sales processes by Personal Bankers.
Supervise client calls and make sure quarterly outreach.
Review client profiles and deliver actionable recommendations.
Guide group on non-contactable clients and follow-ups.
Service Quality & Client Satisfaction
Monitor and deliver feedback on client calls.
Make sure service interactions and profiler details are updated.
Address escalations and handle client queries.
Identify training gaps and communicate to relevant stakeholders.
Group Management
Engage and motivate the group through guidance and activities.
Control attrition and foster group cohesion.
Education:
Graduate.
Certifications:
None specified.
Key Competencies
Client handling, sales and influencing, banking product knowledge, communication, group management.
Major Stakeholders
Clients, CoP Personal Bankers, Unit Head, Region Head, Channel Head, fulfillment teams, operations group, product teams, training and quality teams, IT group.
This opening is for the Manager-Analytics Support & PLP position in Mumbai.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 3 - 8 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Manager-Analytics Support & PLP at HDFC Bank.
This role requires around 3 - 8 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
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.
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.