Role: Walk-in || Hdfc Bank - Imperia RM - Pune (Walk In Interview Drive)
Industry Type: Banking
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations
UG: Any Graduate
HDFC Bank is hiring for Imperia RM role in Pune.
Walk In Interview Drive Date - 13th Jul'26 to 18th July'26.
Candidates with 3-4 experience in RM role or sales role can apply.
Banking sales experience is preferred.
Job responsibilities :
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 RM.
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.