.webp){kind=logo}
An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
Job Name : Virtual Relationship Manager-Prime-Virtual
Location :
Rajarhat Candor
Interview date -17-10-2025
only for female candidate.
Relationships and Sales
Meet the defined objectives of the Portfolio managed by the respective VRM
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
Meet the defined objectives of the Portfolio managed by the respective VRM
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.
Achieve Quality benchmarks defined from time to time.
Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
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.
Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.
Skills
TelesalesDrivesRelationshipCustomer ServiceIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
We at HDFC Bank strive to provide you with the best facilities for all your financial needs at your convenience. It is our pleasure to introduce our RD Calculator—a tool for all your answers about an RD.
Similar Jobs
View all
New Business Development / Sales roles in Kolkata(Rajarhat).
One email a day. Unsubscribe any time.
