Walk-In Interview Drive - Hdfc Bank - Virtual RM & Imperia RM - Delhi

HDFC Bank is hiring for Virtual RM & Imperia RM role in Delhi.

Candidates with experience in RM role or sales role can apply.

Banking sales experience is preferred.

Job responsibilities

Customer Engagement

  • Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.
  • Call handling as per defined standards.
  • Accurate resolution for customer queries.
  • Promoting Digital Banking services for a superior customer service experience.
  • Profiling of customers in order to aid right cross-servicing of Bank products
  • Accurate logging and resolution of complaints.
  • Attrition control of customers.
  • Regular interactions with the customers and pro-actively assessing customer needs.
  • Deepening relationship by cross selling "sticky products" like Demat, Bill Pay, Advisory etc.
  • Ensure portfolio quality of relationship while racing considering eligibility.
  • Monitor large amount movements and account closure from the deposit accounts.
  • Ensure retention of customers.

Achievement of portfolio parameters

  • Meet the defined objectives of the Portfolio managed by the respective RM.

Sales

  • Right cross-sell of products basis profiling and engagement.
  • Penetration of products across groups.
  • Sales across all product segments-TPP, Assets, Cards etc.
  • Acquiring & grouping of all related IDs of the Primary ID.
  • Use of triggers to track maturity of FDs, movement of CASA balances etc and prevent outflow.
  • Ensure Staff are trained on product knowledge and requisite certifications.
  • Income to be generated at a customer level.

Interaction Quality

  • Achieve Quality benchmarks defined from time to time.
  • Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.

Audit and Service Quality

  • Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
  • Ensure accurate and timely submission of financial transactions.& requests.
  • Adherence to set processes of updating customer interactions in CRM next.

MIS Reporting

  • Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.
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