Role Objective -

The Virtual Growth Executive will act as the primary point of contact for mapped HDFC Bank branches and Relationship Managers (RMs). The role focuses on educating, enabling and supporting bank RMs to crosssell HDFC Securities products, while also systematically capturing customer feedback via RM interactions to improve conversion, activation and experience.

This is a virtual, phonebased role and not a field sales position.

Key Responsibilities -
RM & Branch Enablement
Act as a single point of contact for an assigned set of HDFC Bank branches / RMs
Proactively outcall and engage RMs to:
Educate them on HDFC Securities products, propositions and ongoing offers
Explain endtoend journeys for account opening, activation and first trade
Clarify documentation, process and journeyrelated queries
CrossSell & Growth Support
Support RMs in identifying eligible customers for Demat, Trading, MF and other products
Assist RMs during customer conversations (guidance, joint calls where required)
Track and follow up on:
Leads generated by RMs




Pending account openings and activations
First funding / first transaction milestones
RM Feedback Out-calling
Proactively outcall RMs post customer interaction / onboarding to capture:
Customer feedback on onboarding experience
Objections faced during pitch or account opening
Reasons for dropoffs, nonactivation or low engagement
Document qualitative feedback shared by RMs on:
Product gaps
Process pain points
Tech / journey issues impacting customer experience
Share structured insights with internal teams (CX, Ops, Product, Tech) to drive improvements

Note: This feedback is captured via RMs (not direct customer calls), keeping the role RMcentric and scalable.
Training, Awareness & Continuous Improvement
Conduct regular virtual training / refreshers for RMs
Share pitch decks, FAQs, objectionhandling guides and journey updates
Act as the voice of the branch by high

📌 Virtual Relationship Or Growth Executive Delhi
🏢 HDFC Securities
📍 Delhi