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Role description
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Job Title
Virtual Relationship Manager - NRI Business
Business Unit
NRI Business
Reporting To
VRM Group Leader
Job Function and Role Type
Sales, Individual Contributor
Version No
2.0
Position purpose
To build and oversee relationships with Virtual program-managed clients, making sure client acquisition, retention, and income generation through sales of Assets, Liability, Mutual Funds, Life Insurance, and other TPP products.
Key Responsibilities
HNW Portfolio Management
Interact regularly with clients to build rapport and understand profiles.
Reach MTD and YTD revenue targets.
Enhance portfolio value and reach top-line targets for products like LI and MF.
Acquire new clients meeting product criteria and flag them on the system.
Operations, Marketing & Processes
Monitor inward remittances and FCY cheque realization.
Contact 30 unique clients daily for sales calls.
Update CRM with call details, outcomes, and follow-up dates.
Make sure documentation certification for account opening and maintenance.
Identify cross-sell opportunities to position the bank as a one-stop solution.
Client Service
Deliver quality client service and resolve queries on the same day.
Inform clients about regulatory or process changes.
Make sure all complaints are resolved within the bank-specified TAT.
Education:
Graduation required; Post-graduation preferred.
Certifications:
AMFI Certification, IRDA Certification, NRI Product and Regulatory Knowledge.
Key Competencies
Sales and influencing capabilities, banking product knowledge, planning and organizing, communication, knowledge of competition and trends.
Major Stakeholders
Clients, Branch Banking Group, Operations, NR Product Group, Treasury, Insurance CAM, MF Fund Houses, HSL Personnel.
This opening is for the Virtual-COP RM position in Chandigarh.
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-COP 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.