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Role description
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Job Title
Imperia Relationship Manager - Virtual Relationship Banking
Business Unit
Virtual Relationship Banking
Reporting To
Virtual Relationship Banking Head
Job Function and Role Type
Sales, Individual Role
Version No
2.0
Position purpose
Engage regularly with Imperia clients to deliver a consistent and superior digital experience. Meet scorecard targets and portfolio benchmarks while adhering to regulatory qualifications.
Key Responsibilities
Client Engagement
Engage with 500-600 portfolio clients as per contact policy.
Promote digital banking services for superior client experience.
Deepen relationships by cross-selling products like Demat, Bill Pay, and Advisory.
Monitor large account movements and make sure client retention.
Achievement of Portfolio Parameters
Meet portfolio objectives and cross-sell products based on profiling.
Drive sales across TPP, Assets, and Cards segments.
Track FD maturity and CASA balance movements to prevent outflows.
Generate income at the client level.
Interaction Quality
Reach defined quality benchmarks.
Accurately capture call interactions and client profiling.
Audit and Service Quality
Follow all systems and processes as per audit guidelines.
Make sure timely and accurate submission of financial transactions.
Update client interactions in CRM systems.
MIS - Reporting
Submit client base reviews and reports as requested by senior management.
Education:
Graduate.
Certifications:
None specified.
Key Competencies
Client engagement, sales acumen, communication, digital banking promotion, relationship management.
Major Stakeholders
Clients, Virtual Relationship Banking Head, Unit Head, Region Head, Sales Managers.
This opening is for the VC-Service RM-Phonebanking position in Jaipur.
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.