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Walk-in || Virtual Relationship Manager


WhatsApp your resume on Mob : 9104805064 HR Kinjal

<div class="job-description">

Summary:

HDFC Bank is seeking a results-oriented Virtual Relationship Manager to join our Sales & Business Development team. In this full-time, permanent role, you will manage a portfolio of Current Account customers, driving revenue growth through cross-selling and upselling banking products. The ideal candidate will excel in customer engagement, possess strong sales skills, and be adept at providing customized banking solutions while meeting monthly sales targets.

Key Responsibilities

<ul>
 <li>Manage a portfolio of Current Account (CA) customers (SME / Business Banking clients)</li>
 <li>Engage customers via calls, video banking, email, and digital platforms</li>
 <li>Drive revenue growth through cross-selling (Loans, Forex, Insurance, TPP products) and upselling account variants and value-added services</li>
 <li>Ensure high customer satisfaction and retention</li>
 <li>Identify customer needs and provide customized banking solutions</li>
 <li>Monitor account activity, balances, and transaction behaviour</li>
 <li>Generate and convert business leads for asset and liability products</li>
 <li>Handle customer queries, complaints, and service requests efficiently</li>
 <li>Maintain compliance, KYC, and regulatory standards</li>
 <li>Achieve monthly sales and productivity targets</li>
 <li>Coordinate with internal teams (Credit, Trade, Forex, etc.)</li>
</ul>

Qualifications / Requirements

<ul>
 <li>Any Graduate degree is required.</li>
 <li>Proven ability to build relationships and communicate effectively.</li>
 <li>Strong sales orientation with a target-driven mindset.</li>
 <li>Experience in banking telesales or a related voice process is preferred.</li>
 <li>Knowledge of banking products, including Current Accounts, Business Assets, and Retail assets.</li>
 <li>Proficiency in CRM tools and digital banking platforms.</li>
</ul>

Preferred Skills / Attributes

<ul>
 <li>Excellent communication and interpersonal skills.</li>
 <li>Experience with HNI/SME customer management.</li>
 <li>Strong negotiation and objection handling skills.</li>
 <li>Ability to manage time effectively and multitask.</li>
 <li>Familiarity with sales support and pre-sales activities.</li>
</ul>
</div>

recruitersainath.25@gmail.co



Summary:

HDFC Bank is seeking a results-oriented Virtual Relationship Manager to join our Sales & Business Development team. In this full-time, permanent role, you will manage a portfolio of Current Account customers, driving revenue growth through cross-selling and upselling banking products. The ideal candidate will excel in customer engagement, possess strong sales skills, and be adept at providing customized banking solutions while meeting monthly sales targets.

Key Responsibilities


  Manage a portfolio of Current Account (CA) customers (SME / Business Banking clients)
  Engage customers via calls, video banking, email, and digital platforms
  Drive revenue growth through cross-selling (Loans, Forex, Insurance, TPP products) and upselling account variants and value-added services
  Ensure high customer satisfaction and retention
  Identify customer needs and provide customized banking solutions
  Monitor account activity, balances, and transaction behaviour
  Generate and convert business leads for asset and liability products
  Handle customer queries, complaints, and service requests efficiently
  Maintain compliance, KYC, and regulatory standards
  Achieve monthly sales and productivity targets
  Coordinate with internal teams (Credit, Trade, Forex, etc.)


Qualifications / Requirements


  Any Graduate degree is required.
  Proven ability to build relationships and communicate effectively.
  Strong sales orientation with a target-driven mindset.
  Experience in banking telesales or a related voice process is preferred.
  Knowledge of banking products, including Current Accounts, Business Assets, and Retail assets.
  Proficiency in CRM tools and digital banking platforms.


Preferred Skills / Attributes


  Excellent communication and interpersonal skills.
  Experience with HNI/SME customer management.
  Strong negotiation and objection handling skills.
  Ability to manage time effectively and multitask.
  Familiarity with sales support and pre-sales activities.




HDFC Bank

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