HDFC Bank

Job Description:-

To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership.

Preferably CA candidates or MBA from Reputed Institutes

Branch Management:

• Plan the branch visits detailing the coverage every week
• Meeting the branches during the morning meeting - every branch once a month
• Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls
• Planning the catchment area activity/scoping for lead generation/joint call
• Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required.
• Creating excitement in branches/spot sanctions/contests/recognition program
• Check CRM daily and review the leads/update follow up leads/with dates
• Document branch meeting through Cogent/mails

Lead generation/logins:

• Planning the above so that it translates into 2 calls per day/2 appointments per day
• Send the communication to the customer on documents required
• Follow up the on the calls made for documents/arrange for pickup of documents
• Check for completeness of documents
• Go through the Financials/bank statements for churn/bounces/interest servicing
• Collection of property documents for legal/valuation - check for completeness chain docs etc.
• KYCs
• List down the points to be clarified from the customer
• Fill down the points to be clarified from the customer
• SPE Updation
• Submission of file to ops for scanning
• Submission of docs for legal/valuation
• Co-ordination with customer/valuer
• Buyer/supplier ref check -----> Ref leads

Cross Selling:

• 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.
• Monitor and track Leads.

Renewals:

• List down the renewals every month for the next two months
• Work on the renewals in advance
• Mail to the respective customers on docs required for renewal
• Follow up weekly twice for docs
• Arrange for collection of documents
• Check the documents for completeness
• Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos
• Speak to the customer for addressing issues/aberrations
• SPE
• Hand over to ops for scanning
• Follow post login formalities
• For renewals overdue and having genuine delay put up for extensions

CAM conditions review/OBA review:

• Churn review for OBA once a month
• Conditions review once a month
• If OBA waiver required/check for justification/check for churn/put up to the authority
• If not inform the customer on closure of OBA/levy of 2% penalty
• Same for CAM conditions

Call Memos:

• List down the call memos due for the quarter
• Review of ASR/ACR/cam conditions/deferrals for the customers
• Meet the customer and understand the business/issues if any
• Upload the call memos in shock and awe for endorsement/noting

Contact Person : Rajeev

Phone : +91 - 7557222333