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Role description
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Job Title
Virtual-COP Relationship Manager
Business Unit
Classic on Phone (CoP)
Reporting To
Classic on Phone Group Manager
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 consistent and superior digital experience. Make sure client needs are met through financial products while promoting digital banking and reaching scorecard targets.
Key Responsibilities
Client Engagement
Engage with portfolio clients as per contact policy.
Resolve client queries accurately and promote digital banking.
Profile clients to cross-sell bank products.
Control client attrition and deepen relationships.
Achievement of Portfolio Parameters
Meet portfolio objectives and cross-sell products.
Drive sales across product segments like TPP, Assets, and Cards.
Track triggers to prevent fund outflows.
Generate income at the client level.
Interaction Quality
Reach defined quality benchmarks.
Capture call interactions accurately to aid relationship management.
Audit and Service Quality
Follow all systems and processes as per audit guidelines.
Submit financial transactions and requests accurately and on time.
Update client interactions in CRM systems.
MIS - Reporting
Submit client base reviews and reports as requested.
Education:
Graduate.
Certifications:
Basic Banking, Communication.
Key Competencies
Client engagement, Sales acumen, Digital banking promotion, Relationship management, Compliance adherence.
Major Stakeholders
Clients, Classic on Phone Head, Unit Head, Region Head, Sales Managers.
This opening is for the Virtual RM-VRM 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 Virtual RM-VRM 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.