30/08 Palash Kispotta
HR at HDFC

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HDFC Bank - Virtual Relationship Manager (0-4 yrs)

Bangalore Job Code: 89040

HDFC BANK - Virtual Relationship Manager ( Experience 0-4 years)


Job Purpose :

- To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.

- To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs.

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 and Complaints

- Promoting Digital Banking services for a superior customer service experience.

- Profiling of customers in order to aid right cross-servicing of Bank products

- 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.

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.

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