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Role description
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Job Title
Virtual Relationship Manager
Business Unit
Virtual Relationship Banking
Reporting To
Virtual Relationship Banking Head
Job Function and Role Type
Sales, Individual Role
Version No
Position purpose
Engage regularly with clients to deliver a superior digital experience and meet financial needs through bank products. Enhance client relationships while promoting digital banking and reaching portfolio benchmarks.
Key Responsibilities
Client Engagement
Engage with portfolio clients per contact policy.
Promote digital banking for superior service.
Resolve client queries accurately.
Deepen relationships by cross-selling products.
Achievement of Portfolio Parameters
Meet defined portfolio objectives.
Sales
Cross-sell products based on client profiling.
Drive sales across all product segments.
Generate income at the client level.
Interaction Quality
Reach defined quality benchmarks.
Capture call interactions accurately.
Audit and Service Quality
Follow all systems and processes as per audit guidelines.
Submit financial transactions accurately and on time.
MIS - Reporting
Submit client base reviews and reports promptly.
Education:
Graduate.
Certifications:
Basic Banking, Communication.
Key Competencies
Client engagement, Sales acumen, Digital banking promotion, Relationship management, Compliance adherence.
Major Stakeholders
Clients, Virtual Relationship Banking Head, Unit Head, Region Head, Sales Managers.
This opening is for the Video KYC-Officer 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 Video KYC-Officer 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.