Executive

Role ObjectiveThe 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 cross‑sell HDFC Securities products, while also systematically capturing customer feedback via RM interactions to improve conversion, activation and experience.This is a virtual, phone‑based role and not a field sales position.Key Responsibilities 1. RM & Branch EnablementAct as a single point of contact for an assigned set of HDFC Bank branches / RMsProactively outcall and engage RMs to:Educate them on HDFC Securities products, propositions and ongoing offersExplain end‑to‑end journeys for account opening, activation and first tradeClarify documentation, process and journey‑related queries2. Cross‑Sell & Growth SupportSupport RMs in identifying eligible customers for Demat, Trading, MF and other productsAssist RMs during customer conversations (guidance, joint calls where required)Track and follow up on:Leads generated by RMsPending account openings and activationsFirst funding / first transaction milestones3. RM Feedback Out-callingProactively outcall RMs post customer interaction / onboarding to capture:Customer feedback on onboarding experienceObjections faced during pitch or account openingReasons for drop‑offs, non‑activation or low engagementDocument qualitative feedback shared by RMs on:Product gapsProcess pain pointsTech / journey issues impacting customer experienceShare structured insights with internal teams (CX, Ops, Product, Tech) to drive improvementsNote: This feedback is captured via RMs (not direct customer calls), keeping the role RM‑centric and scalable.4. Training, Awareness & Continuous ImprovementConduct regular virtual training / refreshers for RMsShare pitch decks, FAQs, objection‑handling guides and journey updatesAct as the voice of the branch by highlighting recurring feedback and improvement opportunities5. Coordination & MISCoordinate with internal teams (Operations, Customer Support, Product) for issue resolutionMaintain basic MIS on:RM outreach and engagementLeads supported and outcomesKey feedback themes and trendsSkills & Competencies Must‑HaveStrong verbal communication and listening skills; Language proficiency in Tamil / Telugu / Kannada would be an added plus Comfort with outcalling and relationship‑based conversationsAbility to probe, capture and articulate feedback clearlyStructured follow‑ups and stakeholder coordinationBasic understanding of banking / financial productsExperience & Qualification1–2 years of experience Graduate in any discipline (Commerce / Finance preferred)Exposure to:Sales / Relationship managementBFSI contact centre or service rolesCustomer feedback or quality rolesFamiliarity with Demat / Trading / MF products (not mandatory)

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