ABCP-Mgr-Key Partner Engagement-Service

HDFC Bank Limited; Kolkata District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

HDFC Bank Limited is seeking a skilled ABCP-Mgr-Key Partner Engagement-Service to manage partner relationships and drive deposit growth. The role focuses on engaging key partners, ensuring accurate processing and renewal of deposits, and meeting regulatory/KYC requirements.

Collaboration with WBO, CPU, and other teams will be essential for targets and service quality. The candidate should demonstrate banking product knowledge, strong communication, and the ability to coordinate across multiple

Qualifications

• Graduate with minimum education required to handle client interfacing and transactions.
• Additional certifications in mutual funds, insurance, or securities are optional but beneficial.
• Strong understanding of banking products, processes, and regulatory requirements.
• Good communication and numerical skills to analyze deposits and contributions.

Responsibilities

• Ensure error-free transaction processing
• Coordinate with WBO, CCOT for deposits
• Liaise with central team for commission, GST
• Process forms accurately; maintain records
• Manage stationery for forms, change requests
• Adhere to KYC, regulatory requirements
• Support centre head for deposit mobilization
• Generate liability leads from partners
• Engage partners for renewal ratio
• Organize partner meetings; update on changes
• Engage partners for auto-renewal of deposits
• Seek additional business from existing partners
• Activate inactive partners; support new partners
• Ensure 100% rekyc of customers
• Ensure 50% customers hold two products
• Resolve partner queries promptly
• Resolve partner-led customer issues within TAT
• Fulfill partner-generated leads within TAT
• Enter complaints in CRM; resolve within TAT
• Process HNW customer service requests
• Inform partners of regulatory changes
• Complete assigned training modules

Skills

Business understanding

Planning

Organizing

Sales

Influencing skills

Banking product knowledge

Initiative seeking

Positive attitude

Numerical ability

Analytical ability

Industry trends knowledge

Regulatory knowledge

Communication

Education

Graduate (Min)

AMFI Certification (Optional)

IRDA Certification (Optional)

NCFM Certification (Optional)

Job description

Job Title

ABCP-Mgr-Key Partner Engagement-Service

Job Details

Job Name: ABCP-Mgr-Key Partner Engagement-Service

Business Unit: Alternate Banking Channel & Partnership

Team: Channel

Reports to: Centre Head

Job Fn: Service

Role Type: Individual Contributor

No of total Reportees: TBD

Travel Required: Moderate

Job Band Range: E2/E3

JD Created date: 22nd August'23

JD Updated date: 31st August'24

Job Purpose

Engage key partners; ensure superior service

Enhance deposit portfolio; process transactions accurately

Activate partners; maintain deposit renewal ratio

Support centre head for business targets

Ensure KYC compliance; meet regulatory needs

Job Responsibilities

• Ensure error-free transaction processing
• Coordinate with WBO, CCOT for deposits
• Liaise with central team for commission, GST
• Process forms accurately; maintain records
• Manage stationery for forms, change requests
• Adhere to KYC, regulatory requirements
• Support centre head for deposit mobilization
• Generate liability leads from partners
• Engage partners for renewal ratio
• Organize partner meetings; update on changes
• Engage partners for auto-renewal of deposits
• Seek additional business from existing partners
• Activate inactive partners; support new partners
• Ensure 100% rekyc of customers
• Ensure 50% customers hold two products
• Resolve partner queries promptly
• Resolve partner-led customer issues within TAT
• Fulfill partner-generated leads within TAT
• Enter complaints in CRM; resolve within TAT
• Process HNW customer service requests
• Inform partners of regulatory changes
• Complete assigned training modules

Educational Qualifications

• Graduate (Min)
• AMFI Certification (Optional)
• IRDA Certification (Optional)
• NCFM Certification (Optional)

Key Skills

• Business understanding
• Planning, organizing
• Sales, influencing skills
• Banking product, process knowledge
• Initiative seeking
• Positive attitude
• Numerical, analytical ability
• Industry trends knowledge
• Regulatory knowledge
• Communication

Experience Required

• 3 to 7 years experience
• Banking exposure preferable

Major Stakeholders

• Key Partners, Customers, Product, Operations
• WBO, CPU, Audit, Retail marketing, IT
• RBB, other functional heads, product verticals