walkin-Virtual Relationship Banking

Virtual Relationship Banking

Unique Contacts to the Portfolio Customers – VRM needs to contact unique set of around 30-35 customers of their portfolio each day and do relationship building. In the process of the conversation VRM to address queries/complains & provide 100% resolutions too. All these interactions are to be captured in CRM and any service/sales outcomes during the call is supposed to be followed up.
Triggers – VRMs also get alerts for the mentioned portfolio customers for Birthdays/Any particular Events related triggers/Any particular campaigns and they are supposed to contact the customers and during the conversation they are supposed to enquire about the desired information

Promotion of Digital Banking Platforms – VRMs while having conversations with the customers are supposed to educate/encourage customers to use the various Digital mediums/platforms that are available for the banking transactions/needs.

Follow ups of Customer Requests/Complains/Sales Lead – VRMs to also maintain details of customer requests/complains/leads and follow up on the same in coordination with their respective Team Managers/Sales Manager/Complain Manager for customer satisfaction and offer fulfilment

Mail Management – Since portfolio customers may write back to the VRMs official email ids in regards to their requirement/complains hence VRMs are also supposed to devote time hourly/bi-hourly on mail management too. Important process change/product launch/objectives of the Channel & Bank overall also comes in regularly on email hence mail management is a very important activity for the VRMs throughout the day.

MIS Reporting – Daily MIS is maintained by each VRMs on the activity that they have done throughout the day & report the same in regular intervals

Training Sessions – Daily huddles with the Training & Quality Team on the process change/product launches/system knowledge/Quality feedbacks are also conducted and VRMs are supposed to be a part of the same for their betterment.

Must have a strong orientation and flair for Sales.

Good communication Skills are a must.

Experience : 1-5 years.

” Please note that HDFC Bank does not charge applicants any recruitment fee for gaining employment / ask you to deposit any money for giving job offers please WALK IN on the venue details mentioned above. ”



Location: Kolkata
Date: 9th September 2017
Walkin Timing: 10am to 2pm
HDFC Bank Ltd, Gillander house, F Block, 4th Floor, Kolkata,
West Bengal -700001.