NPS Relationship Manager

About the Company

HDFC Bank is one of India's premier banks providing a wide range of financial products and services to over 43 million customers. Promoted by Housing Development Finance Corporation (HDFC), India's leading housing finance company, HDFC Bank began operations in 1995 with a simple mission: to be a "World-class Indian Bank"​. With a single-minded focus on product leadership, customer focus and operational excellence, the bank has accomplished this, emerging as a leading player in all its business segments. From a full range of products to the sheer convenience of their delivery, HDFC Bank today has made significant strides in the banking space. It was recognized as India’s Most Valuable Brand for 5 consecutive years in a study conducted by Kantar, a research agency of the WPP group.

Job Role : NPS Relationship Manager

Job Purpose:

NPS Relationship Manager (RM) would typically focus on building and managing relationships with clients interested in the National Pension System (NPS). This role involves educating clients about NPS, assisting them with investment decisions, and ensuring client satisfaction.

Key Roles & Responsibilities:

Client Relationship Management: Build strong relationships with existing and potential NPS clients, understanding their financial goals and needs.

·  NPS Education: Provide guidance and education to clients about the NPS scheme, its benefits, and investment options.

·  Investment Assistance: Assist clients with NPS investment decisions, including choosing investment options, contribution amounts, and fund allocation.

·  Account Management: Manage NPS accounts, ensuring timely contributions, withdrawals, and other administrative tasks.

·  Client Acquisition: Identify and acquire new NPS clients through various channels, including networking, referrals, and outreach.

·  Product Knowledge: Maintain a thorough understanding of NPS rules, regulations, and products.

· Compliance: Ensure compliance with all relevant regulations and guidelines related to NPS.

·  Sales Targets: Meet or exceed sales targets for NPS products and services.

·  Client Communication: Effectively communicate with clients through various channels, including phone, email, and in-person meetings.

·  Cross-selling: Identify opportunities to cross-sell other HDFC Bank products and services to NPS clients.