Emerging Enterprises Group|BDO | Sales | Gurdaspur

Group Company: HDFC Bank Limited

Designation: Emerging Enterprises Group-BDO - Sales

Position description: To run initiatives in line with key objectives of the Business which includes part of branch management, lead generation/logins, cross selling, renewals, CAM conditions review/OBA review, Portfolio Management and Housekeeping (HK) and Stock insurance/property insurance in order to attain the banks objective of business leadership.

Primary Responsibilities:

Branch Management-1. Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls2. Planning the catchment area activity/scoping for lead generation/joint call3. Ensure RM/PB activation from the activities above.4. Creating excitement in branches/spot sanctions/contests/recognition programLead generation/logins:1. Follow up the on the calls made for documents/arrange for pickup of documents2. Check for completeness of documents3. Go through the Financials/bank statements for churn/bounces/interest servicing4. Collection of property documents for legal/valuation - check for completeness chain docs etc.5. KYCs6. List down the points to be clarified from the customer7. Fill in the FAQs post discussion with the customer8. SPE updation+. Submission of file to ops for scanning10. Submission of docs for legal/valuation11. Co-ordination with customer/valuer12. Buyer/supplier ref check -> Ref leadsCross Selling:1. To be the one-stop shop for each of our EEG clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer.2. Monitor and track Leads.Renewals:1. List down the renewals every month for the next two months2. Work on the renewals in advance3. Mail to the respective customers on docs required for renewal4. Follow up weekly twice for docs5. Arrange for collection of documents6. Check the documents for completeness7. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos8. Speak to the customer for addressing issues/aberrations+. SPE10. Hand over to ops for scanning11. Follow post login formalities12. For renewals overdue and having genuine delay put up for extensionsCAM conditions review/OBA review:1. Churn review for OBA once a month2. Conditions review once a month3. Same for CAM conditionsPortfolio Management and Housekeeping (HK):1. Reduce HK.2. Closure of critical and high aging items3. Carrying out SVR/Call Memo/plant visit report etcStock insurance/property insurance:1. Communicate the premium to the customer after listing down the pendency2. Collect docs if required3. Submission to OPS

Additional Responsibilities:

Any other task assigned by seniors from time to time.

Educational qualifications preferred

Category: Bachelor's Degree, Master's Degree

Required work experience

Industry: BFSI/InsuranceRole: Fresher/SalesYears of experience: 0 to 1

Required Skills:

Interpersonal SkillsCoordination with multiple teams & multiple activitiesAbility to work under pressure.

Other:

Reporting Designation: Relationship ManagerReporting Department-Sub BU: Emerging Enterprises Group

Specific requirements

Travel: Moderate

Other details