Senior Business Development Manager

1 week ago

Mohali Chandigarh, India beBeeSeniorBusinessDevelopmentManager Full time ₹ 6,00,000 - ₹ 12,00,000

Job Overview

The Role of a Senior Business Development Manager is to lead business initiatives that align with the organization's key objectives. As a senior professional, you will be responsible for driving growth and expansion through effective relationship management.

Key Responsibilities

  • Branch Management:
  • Create weekly branch visit plans detailing coverage.
  • Moderate morning meetings at each branch once a month.
  • Select RM/PB customers for joint calls or utilize branch resources.
  • Plan catchment area activities for lead generation/joint calls.
  • Ensure RM/PB activation from these activities and review branch performance/resource-wise performance/review with CH as needed.
  • Cultivate excitement in branches through spot sanctions/contests/recognition programs.
  • Monitor CRM daily and review leads/update follow-up leads with dates.
  • Document branch meetings through Cogent/mails.
  • Lead Generation/Login:
  • Plan activities to achieve 2 calls/day and 2 appointments/day.
  • Send customer communications regarding required documents.
  • Follow up on calls made for documents/arrange for document pickup.
  • Verify financials/bank statements for churn/bounces/interest servicing.
  • Collect property documents for legal/valuation - verify completeness, chain documents, etc.
  • Handle KYCs.
  • List points to clarify with customers.
  • Frequently update SPE.
  • Submit files to operations for scanning.
  • Submit documents for legal/valuation.
  • Coordinate with customers/valuers.
  • Buyer/supplier reference check → Reference leads.
  • Cross-Selling:
  • Be the primary point of contact for EEG clients, offering suitable financial products (Insurance, CASA, Credit Cards, Other Assets Products).
  • Track and monitor leads.
  • Renewals:
  • List renewals every month for the next two months.
  • Pre-work on renewals.
  • Email customers regarding required renewal documents.
  • Follow up twice weekly for documents.
  • Arrange document collection.
  • Verify document completeness.
  • Analyze financials/bank statements/churn/interest servicing/aberrations from stated numbers.
  • Address customer issues/aberrations.
  • Update SPE.
  • Forward to operations for scanning.
  • Follow up on post-login formalities.
  • For overdue renewals with genuine delays, submit for extensions.
  • CAM Conditions Review/OBA Review:
  • Conduct OBA churn reviews once a month.
  • Perform conditions reviews once a month.
  • If an OBA waiver is required, verify justification/churn and submit to authorities.
  • If no waiver, inform customers about OBA closure/levy of 2% penalty.
  • Apply the same process for CAM conditions.
  • Call Memos:
  • List call memos due for the quarter.
  • Review ASR/ACR/CAM conditions/deferrals for customers.
  • Meet with customers to understand their business/issues.
  • Upload call memos in Shock and Awe for endorsement/noting.
  • Portfolio Management and Housekeeping (HK):
  • Reduce HK.
  • Close critical/high aging items.
  • Stock Insurance/Property Insurance:
  • Communicate premium details to customers after listing pendency.
  • Collect necessary documents.
  • Submit to OPS.
  • Delinquency Management:
  • Determine case severity:
  • Customer call for interest servicing.
  • Email communication to Branch & customer.
  • Personal visit to customer / Joint visit with Credit Manager.
  • Rigorous follow-up.
  • Complaints: CRM / MD / PNO / CRO:
  • Analyze complaints.
  • Seek resolution after discussing with customers.

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