Walk In drive - Virtual Banking - Prime

HDFC Bank Limited; Ahmedabad District; On-site; INR 500,000 - 700,000; Full time

Job summary

HDFC Bank Limited in India is seeking a customer-centric professional in Ahmedabad to engage with portfolio customers, promote digital banking, and achieve scorecard targets and regulatory guidelines.

You will deepen relationships through cross-selling, monitor account movements, ensure accurate CRM updates, and submit timely MIS reports.

The role emphasizes audit-compliant processes, quality interactions, and reliable handling of financial transactions to drive portfolio growth.

Qualifications

• Customer engagement per contact policy to provide a digital experience.
• Ability to promote digital banking and handle queries.
• Cross-sell products based on profiling and maintain portfolio targets.

Responsibilities

• Engage with portfolio customers as per contact policy.
• Promote digital banking for superior service.
• Resolve customer queries accurately.
• Deepen relationships by cross-selling products.
• Monitor account movements and ensure retention.
• Meet defined portfolio objectives.
• Cross-sell products based on profiling.
• Drive sales across all product segments.
• Track triggers to prevent fund outflows.
• Generate income at the customer level.
• Achieve defined quality benchmarks.
• Capture call interactions accurately.
• Follow all processes as per audit guidelines.
• Submit financial transactions accurately and on time.
• Update customer interactions in CRM systems.
• Submit customer base reviews and reports on time.

Skills

Customer engagement

Cross-selling

CRM usage

Regulatory compliance

Tools

CRM systems

Job description

Job Purpose

Engage regularly with customers as per the contact policy to provide a superior digital experience and meet financial needs through bank products. Ensure scorecard targets, portfolio benchmarks, and regulatory guidelines are achieved.

Key Responsibilities

Customer Engagement

Engage with portfolio customers as per contact policy.

Promote digital banking for superior service.

Resolve customer queries accurately.

Deepen relationships by cross-selling products.

Monitor account movements and ensure retention.

Achievement of Portfolio Parameters

Meet defined portfolio objectives.

Sales

Cross-sell products based on profiling.

Drive sales across all product segments.

Track triggers to prevent fund outflows.

Generate income at the customer level.

Interaction Quality

Achieve defined quality benchmarks.

Capture call interactions accurately.

Audit and Service Quality

Follow all processes as per audit guidelines.

Submit financial transactions accurately and on time.

Update customer interactions in CRM systems.

MIS - Reporting

Submit customer base reviews and reports on time.