Emerging Enterprises Group-bdo
1 week ago
**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 servicing
- 4. 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/valuation
- 11. 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 nos
- 8. 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 month
- 3. 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 pendency
- 2. Collect docs if required
- 3. 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/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
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