Job Description

1. Sales Achievement

- Achieve monthly unit and value targets across assigned product lines.
- Educate customers about product offerings and ensure the right product is matched to the right customer.
- Maintain consistent monthonmonth productivity for allocated product lines.
- Contribute to overall channel performance and achievement of business goals.

2. Customer Communication

- Contact nonmanaged customers of the bank and offer the full suite of products using approved calling scripts.
- Ask probing and leading questions to understand customer requirements and drive meaningful engagement.
- Clearly explain product features and advantages to customers during onboarding.
- Pitch multiple products to increase customer product holding and deepen relationships.

3. Qualitative Metrics





- Ensure effective communication with customers and accurately capture customer dispositions.
- Work on feedback shared by supervisors, unit managers, and training managers to improve call quality.
- Meet defined KPIs for system login time and productivity.
- Maintain minimum RPC (Right Party Connect) standards on a daily and monthly basis.

4. Digital Product Penetration

- Educate customers on the banks digital products and services.
- Demonstrate the value and convenience of using digital platforms.
- Increase digital adoption within the nonmanaged customer base.
- Drive digital penetration among contacted customers.

📌 Virtual Relationship Manager (Mumbai)
🏢 HDFC Bank
📍 Mumbai