Emerging Enterprises Group-BDO - Sales - Rishikesh

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 calls 2. Planning the catchment area activity/scoping for lead generation/joint call 3. Ensure RM/PB activation from the activities above.4. Creating excitement in branches/spot sanctions/contests/recognition program Lead generation/logins: 1. Follow up the on the calls made for documents/arrange for pickup of documents 2. Check for completeness of documents 3. 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. KYCs 6. List down the points to be clarified from the customer 7. Fill in the FAQs post discussion with the customer 8. SPE updation 9. Submission of file to ops for scanning 10. Submission of docs for legal/valuation11. Co-ordination with customer/valuer 12. Buyer/supplier ref check ----- Ref leads Cross 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 months 2. Work on the renewals in advance 3. Mail to the respective customers on docs required for renewal 4. Follow up weekly twice for docs 5. Arrange for collection of documents 6. Check the documents for completeness 7. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos8. Speak to the customer for addressing issues/aberrations 9. SPE 10. Hand over to ops for scanning 11. Follow post login formalities 12. For renewals overdue and having genuine delay put up for extensions CAM conditions review/OBA review: 1. Churn review for OBA once a month 2. Conditions review once a month3. Same for CAM conditions Portfolio Management and Housekeeping (HK): 1. Reduce HK. 2. Closure of critical and high aging items 3. Carrying out SVR/Call Memo/plant visit report etc Stock insurance/property insurance: 1. Communicate the premium to the customer after listing down the pendency2. Collect docs if required 3. Submission to OPS Additional Responsibilities: Any other task assigned by seniors from time to time. Required work experience Industry: BFSI/Insurance Role: Fresher/Sales Years of experience: 0 to 1 Required Skills: Interpersonal Skills Coordination with multiple teams&multiple activities Ability to work under pressure. Other: Reporting Designation: Relationship Manager Reporting Department-Sub BU: Emerging Enterprises Group Specific requirements Travel: Moderate Other details Contract Types: PERMANENT