Role Description Job Title COP-Supervisor

Business Unit Virtual Relationship Banking

Reporting To COP-Centre Head

Job Function and Role Type Sales/Relationship Management, Supervisory

Version No 2.0

Job Purpose Manage a team of 13-15 Personal Bankers handling virtual Classic portfolios. Drive income generation, cross-sell, digital penetration, and customer engagement while ensuring adherence to compliance and operational guidelines.

Key Responsibilities Manage PB Performance for Income Generation Drive team to achieve income and business targets.

Build customer relationships to generate portfolio revenue.

Monitor portfolio performance to meet monthly income goals.

Discuss performance metrics with Personal Bankers.

Manage PB Performance for Portfolio Parameters Ensure portfolios meet defined health parameters.

Engage customers with cross-sell products.

Build liability balances and add family members to programs.

Follow up on leads with fulfillment teams.

Digital Penetration Increase NetBanking and MobileBanking usage.

Promote digital services like Bill Pay.

Encourage digital activity to improve customer stickiness.





Sales Process Ensure adherence to sales processes by Personal Bankers.

Supervise customer calls and ensure quarterly outreach.

Review customer profiles and provide actionable recommendations.

Guide team on non-contactable customers and follow-ups.

Service Quality & Customer Satisfaction Monitor and provide feedback on customer calls.

Ensure service interactions and profiler details are updated.

Address escalations and handle customer queries.

Identify training gaps and communicate to relevant stakeholders.

Team Management Engage and motivate the team through guidance and activities.

Control attrition and foster team cohesion.

Education Graduate.

Certifications None specified.

Key Competencies Customer handling, sales and influencing, banking product knowledge, communication, team management.

Major Stakeholders Customers, CoP Personal Bankers, Unit Head, Region Head, Channel Head, fulfillment teams, operations team, product teams, training and quality teams, IT team.

📌 COP-Supervisor (Mumbai)
🏢 HDFC Bank
📍 Mumbai