Emerging Enterprises Group-BDO – Sales

Full Job Description

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:
• 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:
• 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