Executive

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 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 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 end‑to‑end journeys for account opening, activation and first trade
• Clarify documentation, process and journey‑related queries

2. Cross‑Sell & 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

3. 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 drop‑offs, non‑activation 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 RM‑centric and scalable.

4. Training, Awareness & Continuous Improvement

• Conduct regular virtual training / refreshers for RMs
• Share pitch decks, FAQs, objection‑handling guides and journey updates
• Act as the voice of the branch by highlighting recurring feedback and improvement opportunities

5. Coordination & MIS

• Coordinate with internal teams (Operations, Customer Support, Product) for issue resolution
• Maintain basic MIS on:
• RM outreach and engagement
• Leads supported and outcomes
• Key feedback themes and trends

Skills & Competencies

Must‑Have

• Strong verbal communication and listening skills; Language proficiency in Tamil / Telugu / Kannada would be an added plus
• Comfort with outcalling and relationship‑based conversations
• Ability to probe, capture and articulate feedback clearly
• Structured follow‑ups and stakeholder coordination
• Basic understanding of banking / financial products

Experience & Qualification

• 1–2 years of experience
• Graduate in any discipline (Commerce / Finance preferred)
• Exposure to: Sales / Relationship management, BFSI contact centre or service roles, Customer feedback or quality roles
• Familiarity with Demat / Trading / MF products (not mandatory)