Hdfc Bank - Virtual & Imperia Rm - Pune (walk In Interview Drive)
- Hdfc Bank
- 2 - 7 years
- Pune
- 2 months ago
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Job Description
HDFC Bank is hiring for Virtual RM & Imperia RM role in Pune.
Walk In Interview Drive Date - 16th to 18th Feb and 20-21st Feb 2026.
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.
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Banking OperationsRole: Relationship ManagerEmployement Type: Walk-insContact Details:
Company: Hdfc BankLocation(s): Pune
Keyskills: VRM Relationship Manager virtual relationship manager portfolio manager Sales digital sales Phone banking RM digital phone banking cross sales
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