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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
Job Purpose
Engage regularly with Imperia customers to provide a consistent and superior digital experience. Meet scorecard targets and portfolio benchmarks while adhering to regulatory requirements.
Key Responsibilities
Customer Engagement
Engage with 500-600 portfolio customers as per contact policy.
Promote digital banking services for superior customer experience.
Deepen relationships by cross-selling products like Demat, Bill Pay, and Advisory.
Monitor large account movements and ensure customer 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 customer level.
Interaction Quality
Achieve defined quality benchmarks.
Accurately capture call interactions and customer profiling.
Audit and Service Quality
Follow all systems and processes as per audit guidelines.
Ensure timely and accurate submission of financial transactions.
Update customer interactions in CRM systems.
MIS - Reporting
Submit customer base reviews and reports as requested by senior management.
Education:
Graduate.
Certifications:
None specified.
Key Competencies
Customer engagement, sales acumen, communication, digital banking promotion, relationship management.
Major Stakeholders
Customers, Virtual Relationship Banking Head, Unit Head, Region Head, Sales Managers.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0 - 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 Virtual Business-RM at HDFC Bank.
This role requires around 0 - 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.