Relationship Manager

Published date: 2024/01/10
  • Location: New Delhi, Delhi, India
Responsibilities:
• Responsible for managing and driving a team of Virtual Relationship Managers (VRM) handling a portfolio of eligible customers in order to achieve the targets set and that all guidelines and regulatory requirements are followed.
• Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.
• Consistently meet portfolio objectives defined by Viz. sales, income, group product holding, etc.
• Ensure adherence to the Operations process aimed at zero defect transaction processing and meeting the Audit and Compliance guidelines.
• Responsible for managing, training, and motivating staff.
• All of the above parameters are consistently met by the team of VRMs.
• Income generation through the right blend of enhancement of CASA balance and through the cross-sell of appropriate products So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRMs also achieves the key performance parameters set.
• The team Manager leads a team of VRM (Virtual Relationship Manager) and is directly responsible for the performance of team members leading to the fulfillment of Business objectives.
• Monitoring and tracking the VRMs on revenue generation, product penetration, digital penetration, and liability growth and ensuring that the required product mix is maintained at the resource level to achieve the targeted number.
• The team Manager will be responsible for Sales Management through leads generated for a set of products from a fixed non-managed customer with the express objective of achieving business targets and efficiency targets related to outbound database calling management
Company Name: HDFC Bank New Delhi, Delhi

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