Experience: 3 - 7 Years
Job Title
Virtual Relationship Manager - NRI Business
Business Unit
NRI Business
Reporting To
VRM Team Leader
Job Function and Role Type
Sales, Individual Contributor
Version No
2.0
Job Purpose
To build and manage relationships with Virtual program-managed clients, ensuring customer acquisition, retention, and income generation through sales of Assets, Liability, Mutual Funds, Life Insurance, and other TPP products.
Key Responsibilities
HNW Portfolio Management
Interact regularly with customers to build rapport and understand profiles.
Achieve MTD and YTD revenue targets.
Enhance portfolio value and achieve top-line targets for products like LI and MF.
Acquire new customers meeting product criteria and flag them on the system.
Operations, Marketing & Processes
Monitor inward remittances and FCY cheque realization.
Contact 30 unique customers daily for sales calls.
Update CRM with call details, outcomes, and follow-up dates.
Ensure documentation certification for account opening and maintenance.
Identify cross-sell opportunities to position the bank as a one-stop solution.
Customer Service
Deliver quality customer service and resolve queries on the same day.
Inform customers about regulatory or process changes.
Ensure all complaints are resolved within the bank-specified TAT.
Education:
Graduation required; Post-graduation preferred.
Certifications:
AMFI Certification, IRDA Certification, NRI Product and Regulatory Knowledge.
Key Competencies
Sales and influencing skills, banking product knowledge, planning and organizing, communication, knowledge of competition and trends.
Major Stakeholders
Customers, Branch Banking Team, Operations, NR Product Team, Treasury, Insurance CAM, MF Fund Houses, HSL Personnel.
Source: HDFC Bank careers — Read the original posting and apply
This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.
HDFC Bank is an employer in the Banking/Financial Services/Broking sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page and Kaam Ki Kh... Read More
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