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HDFC Bank
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185 HDFC Bank Jobs
Walk In-COP Virtual Banking-Sales Officer
HDFC Bank
posted 1hr ago
Group Company: HDFC Bank Limited
Designation: Virtual Relationship Banking-COP Officer
Position description:
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 VRM
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
Primary Responsibilities:
Consistent & a Superior Digital Experience
through financial products that the Bank has to offer
customers to use the Digital mediums
whenever customer needs.
guidelines and regulatory requirements are followed.
for all their financial needs and services
Employment Type: Full Time, Permanent
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