Find & Apply For Financial Services Sales Agent Jobs in Candor, North Carolina

Job Title Virtual Prime Relationship Manager Business Unit Prime Reporting To Prime Job Function and Role Type Relationship & Sales, Individual Role Version No 1.0 Job Purpose Engage regularly with customers as per the contact policy to provide a superior digital experience and meet financial needs through bank products. Ensure scorecard targets, portfolio benchmarks, and regulatory guidelines are achieved. Key Responsibilities Customer Engagement Engage with portfolio customers as per contact policy. Promote digital banking for superior service. Resolve customer queries accurately. Deepen relationships by cross-selling products. Monitor account movements and ensure retention. Achievement of Portfolio Parameters Meet defined portfolio objectives. Sales Cross-sell products based on profiling. Drive sales across all product segments. Track triggers to prevent fund outflows. Generate income at the customer level. Interaction Quality Achieve defined quality benchmarks. Capture call interactions accurately. Audit and Service Quality Follow all processes as per audit guidelines. Submit financial transactions accurately and on time. Update customer interactions in CRM systems. MIS - Reporting Submit customer base reviews and reports on time.

Education:

Graduate.

Certifications:

None specified. Key Competencies Customer engagement, sales acumen, digital banking promotion, relationship management, compliance adherence. Major Stakeholders Customers, Prime Head, Regional Head, Unit Head, Team Managers. Skills Test About HDFC Bank HDFC Bank is one of India's leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an "in principle" approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI's policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank's distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank's international operations comprise five branch View more