Emerging Enterprises Group-bdo

2 weeks ago

India HDFC Bank Full time

**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

  • Group Experience Director

    2 weeks ago

    India DigiHelic Solutions Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Urgent Opportunity for Group Experience Director / Experience Creative LeadExperience: 10+ YearsLocation: PuneJob Description:Key responsibilities:Leads the Experience Design Director and the Experience Designer to produce quality UX work using sketches, interaction models and user journeys, whilst documenting those interactions for visual designers and...

  • Enterprise Architect

    2 weeks ago

    India Zensar Technologies Full time

    **Job Title**:Enterprise Architect** **About Zensar**: Zensar is a digital solutions company helping organizations around the world achieve new thresholds of business performance. We work with clients in banking and financial services, hi-tech and manufacturing, insurance, consumer services, and more. We prepare our clients for sustainable success through...

  • Frontend Developer

    1 week ago

    India HCT Group Full time

    About HCT Group HCT Group is a leader in telecommunications and sustainability solutions, driving digital transformation across the Middle East and North Africa. The company provides expertise in 5G, IoT, Open RAN, fiber optics, NetZero practices, and managed network services. With over 50 successful 5G projects, partnerships with major global telecom...

  • Enterprise Architect

    2 weeks ago

    India Zensar Technologies Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Job Title :Enterprise ArchitectAbout Zensar:Zensar is a digital solutions company helping organizations around the world achieve new thresholds of business performance. We work with clients in banking and financial services, hi-tech and manufacturing, insurance, consumer services, and more. We prepare our clients for sustainable success through experience...

  • Enterprise Architect

    3 days ago

    India Zensar Technologies Full time

    Job Title :Enterprise Architect About Zensar: Zensar is a digital solutions company helping organizations around the world achieve new thresholds of business performance. We work with clients in banking and financial services, hi-tech and manufacturing, insurance, consumer services, and more. We prepare our clients for sustainable success through experience...

  • Director of Sales, Emerging

    5 days ago

    Mumbai, India Spotify Full time

    Job Description Sell what you love. For us and millions of users across the globe, thats Spotify. Join the Sales team and youll build the relationships that help grow our business in existing markets and beyond. We dont just sell creative solutions to our clients and partners, we help to shape them; using our expert knowledge of ad products, sales channels...

  • Enterprise Technology Architect

    2 weeks ago

    India beBeeTechnology Full time ₹ 25,00,000 - ₹ 35,00,000

    About the JobAs a senior enterprise technology architect, you will be responsible for translating business visions into actionable plans and executing them in collaboration with stakeholders.Main Responsibilities:Develop strategic roadmaps that align with business objectives.Design and develop technology blueprints to drive positive business...

  • Supervisor (Food Factory)

    2 weeks ago

    India Sankalp Group Full time

    An opportunity to work with The Sankalp Group assures you more than just job satisfaction, it inculcates a sense of diversity and humanitarian values needed to function in a hospitality sector. Mehasana **Supervisor (Food Factory)**: Experience - 5 to 10 Years **Responsibilities** - Ensuring that production processes are in line with company and...

  • University Recruiter

    2 weeks ago

    India Zoom Full time

    **Work Styles at Zoom** In most cases, you will have the opportunity to choose your preferred working location from the following options when you join Zoom: in-person, hybrid or remote. Visit this page for more information about Zoom's Workstyles. **About Us** Zoomies help people stay connected so they can get more done together. We set out to build the...

  • Enterprise Sales Leader

    7 days ago

    India beBeeTravel Full time ₹ 6,00,000 - ₹ 8,00,000

    Senior Sales ProfessionalThe company is seeking a results-driven Senior Sales Manager with 4 to 8 years of proven experience in Travel Tech, SaaS, or B2B enterprise sales. The ideal candidate will be responsible for driving new client acquisition, managing key enterprise accounts, and contributing to the overall revenue growth of the organization.Key...