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About the Role
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 c...
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 c...
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