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Role description
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Job Title
Virtual Prime Relationship Manager
Business Unit
Prime
Reporting To
Prime
Job Function and Role Type
Relationship & Sales, Individual Role
Version No
1.0
Position purpose
Engage regularly with clients as per the contact policy to deliver a superior digital experience and meet financial needs through bank products. Make sure scorecard targets, portfolio benchmarks, and regulatory guidelines are achieved.
Key Responsibilities
Client Engagement
Engage with portfolio clients as per contact policy.
Promote digital banking for superior service.
Resolve client queries accurately.
Deepen relationships by cross-selling products.
Monitor account movements and make sure retention.
Achievement of Portfolio Parameters
Meet defined portfolio objectives.
Sales
Cross-sell products based on profiling.
Drive sales across all product segments.
Track triggers to prevent fund outflows.
Generate income at the client level.
Interaction Quality
Reach defined quality benchmarks.
Capture call interactions accurately.
Audit and Service Quality
Follow all processes as per audit guidelines.
Submit financial transactions accurately and on time.
Update client interactions in CRM systems.
MIS - Reporting
Submit client base reviews and reports on time.
Education:
Graduate.
Certifications:
None specified.
Key Competencies
Client engagement, sales acumen, digital banking promotion, relationship management, compliance adherence.
Major Stakeholders
Clients, Prime Head, Regional Head, Unit Head, Group Managers.
This opening is for the Virtual Business-RM position in Mumbai.
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 Virtual Business-RM 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.