Virtual Relationship Manager for HDFC
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Role: Virtual Relationship Manger at HDFC Bank
Location - Mumbai
Responsibility Areas:
Sales:(Acquiring, Enhancing ,Deepening and Retention)
Acquire new customers who meet product criteria and flag them on the system o Referrals generated from existing customers
• Leads generated by branch staff & personal leads
• Databases
• Premier Acquisition Channel
Increase liabilities size of relationship via:
• Balances in a/c’s of existing customer
• Acquire all related ids of the Primary id and send racing request on Web- based system/entry form to CPU for flagging and grouping
• Use FD maturity reports to track maturity of HDFC FDs and prevent outflow
• Use wallet profile to track FDs in other banks and divert them into HDFC on maturity
• Use wallet profile sheet to track accounts and products with other bank and transfer the same
• Know the customer’s business to proactively provide financial solutions
• Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
• Penetration of products across family groups.
• Sales across all product segments-TPP, Assets, Cards etc.
Desired Candidate-
• Graduation is a must
• Excellent oral and written communication skills
• Min 1 year of relevant experience
• Should have knowledge of banking & financial products
• NISM 8 certification is added advantage
Location - Mumbai
Responsibility Areas:
Sales:(Acquiring, Enhancing ,Deepening and Retention)
Acquire new customers who meet product criteria and flag them on the system o Referrals generated from existing customers
• Leads generated by branch staff & personal leads
• Databases
• Premier Acquisition Channel
Increase liabilities size of relationship via:
• Balances in a/c’s of existing customer
• Acquire all related ids of the Primary id and send racing request on Web- based system/entry form to CPU for flagging and grouping
• Use FD maturity reports to track maturity of HDFC FDs and prevent outflow
• Use wallet profile to track FDs in other banks and divert them into HDFC on maturity
• Use wallet profile sheet to track accounts and products with other bank and transfer the same
• Know the customer’s business to proactively provide financial solutions
• Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support
• Penetration of products across family groups.
• Sales across all product segments-TPP, Assets, Cards etc.
Desired Candidate-
• Graduation is a must
• Excellent oral and written communication skills
• Min 1 year of relevant experience
• Should have knowledge of banking & financial products
• NISM 8 certification is added advantage
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