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Role description
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Job Title
Prime Banking Supervisor
Business Unit
Virtual Relationship Banking
Reporting To
Prime Banking Centre Head
Job Function and Role Type
Sales/Relationship Management, Supervisory
Version No
1.0
Position purpose
Oversee a group of 15 Personal Bankers to reach portfolio objectives, including cross-sell, income, and service quality. Make sure operational adherence, client engagement, and digital penetration to drive revenue generation.
Key Responsibilities
Oversee PB Performance for Income Generation
Drive group for client relationship management and revenue generation.
Monitor revenue and portfolio performance to meet monthly income targets.
Track and review PB performance to reach business objectives.
Oversee PB Performance for Portfolio Parameters
Make sure PBs meet portfolio benchmarks and build liability balances.
Engage clients with cross-sell and convenience products.
Track and sustain eligible client groups in portfolios.
Digital Penetration
Enhance digital penetration through NB/MB activation.
Promote digital products like Bill Pay, Smart-pay, and mobile banking.
Encourage client usage of digital banking facilities.
Sales Process
Make sure PBs contact clients per the calling plan.
Monitor call attempts, client connects, and missed opportunities.
Review client profiles and deliver actionable recommendations.
Service Quality & Client Satisfaction
Track PB service interactions and profiler updates.
Evaluate PB performance in query handling and product pitching.
Identify training gaps and deliver feedback for improvement.
Group Management
Motivate and engage the group to foster bonding.
Control attrition and address underlying causes.
Education:
Graduation required.
Certifications:
None specified.
Key Competencies
Group management, client service, communication, sales, banking product knowledge.
Major Stakeholders
Clients, Branch Banking Group, Operations Group, Sales Managers, Third-Party Insurers, HNW Product Group, Prime Unit Head.
This opening is for the VC-Service RM-Phonebanking position in Pune.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0 - 7 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 VC-Service RM-Phonebanking at HDFC Bank.
This role requires around 0 - 7 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.