Virtual Growth Executive

Role overview

The Virtual Growth Executive serves as the main liaison for assigned HDFC Bank branches and relationship managers. The position is designed to help bank RMs understand HDFC Securities offerings, use them confidently in customer conversations, and support better conversion, activation, and overall experience by systematically collecting RM-led feedback.

This is a virtual, phone-driven role. It does not involve field sales.

Core responsibilities

• Act as the dedicated contact person for the assigned HDFC Bank branches and RMs.
• Reach out to RMs regularly and help them understand HDFC Securities products, propositions, and running offers.
• Explain the full customer journey for account opening, activation, and first trade.
• Respond to questions related to documents, processes, and journey steps.
• Support RMs in identifying customers who may be suitable for Demat, Trading, mutual fund, and related offerings.
• Assist with customer discussions when needed, including guided support and joint calls.
• Monitor and follow up on RM-generated leads, pending openings, pending activations, and first funding or first transaction completion.
• Call RMs after customer interactions or onboarding to understand feedback on the onboarding experience.
• Capture the objections, drop-offs, non-activation reasons, and low-engagement reasons shared by RMs.
• Record RM comments on product gaps, process issues, and technology or journey problems affecting customers.
• Share structured feedback with internal teams such as CX, Operations, Product, and Tech to help improve the journey.
• Run virtual refreshers and training sessions for RMs on a regular basis.
• Distribute pitch decks, FAQs, objection-handling material, and updates to the journey.
• Coordinate with Operations, Customer Support, and Product teams to resolve issues.
• Maintain simple MIS covering RM outreach, engagement, supported leads, outcomes, and recurring feedback themes.

Skills and competencies

• Clear verbal communication and active listening
• Comfort with outbound calling and relationship-based conversations
• Ability to ask the right questions and document feedback accurately
• Strong follow-up discipline and stakeholder coordination
• Basic knowledge of banking and financial products
• Language ability in Tamil, Telugu, Kannada, Bengali, Gujarati, or Malayalam is an advantage

Experience and qualification

Applicants should have 1 to 2 years of experience and hold a graduate degree in any discipline, with Commerce or Finance being preferred. Relevant exposure may include sales, relationship management, BFSI contact centre or service roles, or customer feedback and quality functions. Familiarity with Demat, Trading, and mutual fund products is helpful but not required.