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Customer Relationship Director

Customer Relationship Director

HDFC securitiesTiruchirappalli, Republic Of India, IN
2 days ago
Job description

Branch Profitably

  • Monitor brokerage of the branch / dealer.
  • Monitors Customer calling / trading.
  • Monitoring income from other product.
  • New addition of customer.

Recruitment & Retention

  • Identify certified candidates suitable for hiring.
  • Coordinate with recruitment team for speedy on boarding.
  • Handholding the team for better performance.
  • Align team members with the process and norms of the company.
  • Counseling & motivating the team members.
  • Conduct team meetings to understand their work experience and offer resolution.

    • Customer Service

  • Activation / Managing of the customer in the branch.
  • Resolving customer concerns.
  • Ensuring customer satisfaction across all levels.
  • Update top customers of all branches of event / market movements.
  • Coordinating with research team for advice / review of portfolio for top customers on regular basis.

    • Relationship Management

  • Conduct joint visits to customers and HDFC Bank branch with the Relationship Managers for maintaining and building the relationship.
  • Maintaining relations with Cluster Heads from HDFC Bank.
  • Coordinate with product / retail team for support.
  • Coordinating with the local bank branch for customer references

    • Overall Smooth functioning of the branch

  • Ensuring proper infrastructure / IT in the branch.
  • Ensuring adherence of company norms, processes and regulations.
  • Ensuring coordination and cordiality between each member / department of the branch.
  • Ensure branch is well maintained and clean.
  • Ensure connectivity in the branch.

    • Database Management

    Maintain all records as per guidelines

  • Maintain records of all mapped customers portfolio.
  • Maintain records of all branch visits / customer visits.

    • Team management & People Development

  • Manage a team of Relationship Managers.
  • Grooming employees to take up larger roles.
  • Conduct regular and refresher training of all products for the team.

    • Adhere to Compliance norms

  • Ensuring all systems are working fine and as per compliance (CLIP / VRS / Jamoon)
  • Ensure strict adherence of risk & compliance norms.
  • Conduct random VRS checks.
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    Customer Relationship • Tiruchirappalli, Republic Of India, IN