Relationship Manager

KPA Activities

• Business Targets: Achievement of business targets for all financial products as defined and agreed upon.
• Meet customers to sell all financial products
• Meet counsel Walk -in DSA customers who have been referred to him / her by HDFC Limited
• Influence customers to buy FD who have no prior HDFC Deposit relationship.
• Ensure proper customer profiling on each call / customer visit, to identify and understand his/her needs and accordingly recommend investment and Insurance options.
• Obtain appropriate documents / information from the client and ensure the forms are duly completed before logging the sale.
• Communicate the necessary details to the customers for the products being bought by them.
• Ensure sale is completed through / in line with the defined sales process.
• Maintain product mix across types of loans / value of loans ( Eqt, Housing, etc)
  

• Co-ordinate for all claims processing (with the help of TM/ ASM/ Coordinators / SM representatives).
• Closely monitor the HL data of the HL executives mapped to maximize the business opportunities.
• Ensure maximum joint calls with each HL executive mapped.
• Ensure that all reports are created and maintained in a timely manner (DSR, Sales Dairy, etc.)
• Ensure that all documents are properly scanned and there is no mistakes while lead updation in the system.
• Be completely aware of the products being offered by the company and understand competition offering to be able to handle customer objections.
• Be updated with the latest product features to enhance his / her selling abilities
• Ensure all desired matrix and business composition (persistency, funded, non funded, etc.) are met
  

Functional Competency

Behavioural Competency

• Relationship Building :
• Manage relationship with HL executives mapped to him / her.
• Maintain good relations with HDFC Limited
• Maintain good relationship with Channel partners DSA
• Build relationship with the assigned / sourced customer to create opportunities for various products to fulfil the customers financial needs.