Job Description
Job Description:
Chennai, Tamil Nadu, India
2 – 3 Years
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Job Responsibilities:
• Monthly review to be done with various product groups and supervisors who support the RMs portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.
• To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
• Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.
• Customer relationship management: Relationship building with both internal and external customer of the RM.
• Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.
• Client satisfaction and taking care of all banking needs of the customer.
• Business Development: To achieve overall business targets on volumes and profitability for BBG customers.
• Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.
• Also ensuring completion of Housekeeping pendency including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc.
• RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients.
) and post disbursement sign off from customers, including deferral closure Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts.
• Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities CAM Preparation & query resolution Customer negotiation on rates and other issues relating to charges.
• Coordinating with internal and external stakeholders: Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TODs Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.
• Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation,
• LC payment E-Net, CMS and cross sell of other such products.
• Follow-up and regularization of TODs High value transaction reporting and tracking.
• Management of stress and critical accounts.
• To make sure high level of client satisfaction.
• Increasing the IPH and CTG to ensure revenue maximization.
• Daily servicing of customer w.
• Ensuring Compliance and health check of portfolio: Portfolio review and remedial management which includes managing exits, line reductions, recovery and restructuring of exposures.
• These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.
• These calls should be done in a structured manner either individually or with support groups, branches or supervisors.
• Cheque referrals, customer queries related to Banking, Issuance of Cheque books, managing cash deposition / withdrawal issues, solvency certificates, trade & Fx transaction, etc.
Job Requirements:
• Strong understanding of Financials and Balance sheets
• Strong Relationship Management skills
• Good Interpersonal and Negotiation skills
• Understanding of the Banking Industry
• Strong Analytical ability
• Sales and Influencing Skills
Job Details:
Company: HDFC
Vacancy Type: Full Time
Job Functions: Other
Job Location: Chennai, Tamil Nadu, IN
Application Deadline: N/A
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Chennai, Tamil Nadu, India
2 – 3 Years
[ads1]
Job Responsibilities:
• Monthly review to be done with various product groups and supervisors who support the RMs portfolio (plan Vs achievement) and other cross function teams to ensure better product penetration.
• To regularly interact with the branches for lead generation for BBG, updates on the leads in CRM, ensuring conversions and following complete lead conversion process.
• Improvement on yield for the Bank so that the Portfolio has a strong Return on capital at RM portfolio level.
• Customer relationship management: Relationship building with both internal and external customer of the RM.
• Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.
• Client satisfaction and taking care of all banking needs of the customer.
• Business Development: To achieve overall business targets on volumes and profitability for BBG customers.
• Market scoping and identifying the potential customers with wallet share for all BBG customers and product penetration and strategy for achievement under various initiatives jointly with branch banking team.
• Also ensuring completion of Housekeeping pendency including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc.
• RMs have to follow the laid down sales process which involves updation of the regular client calls for both existing and prospective clients.
) and post disbursement sign off from customers, including deferral closure Ensuring cross selling of complete liabilities, corporate salary accounts, other asset products, TPP to the existing Relationships and its raised group accounts.
• Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities CAM Preparation & query resolution Customer negotiation on rates and other issues relating to charges.
• Coordinating with internal and external stakeholders: Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TODs Co-ordination with local Ops for disbursements, TOD limit setting, submission of Stock Statement.
• Coordinating with trade desk and customer for smooth LC/BG issuance, and for import / export payment, BG invocation,
• LC payment E-Net, CMS and cross sell of other such products.
• Follow-up and regularization of TODs High value transaction reporting and tracking.
• Management of stress and critical accounts.
• To make sure high level of client satisfaction.
• Increasing the IPH and CTG to ensure revenue maximization.
• Daily servicing of customer w.
• Ensuring Compliance and health check of portfolio: Portfolio review and remedial management which includes managing exits, line reductions, recovery and restructuring of exposures.
• These calls should be updated in the CRM systems for future guidance and monitoring of accounts and also to assign tasks & leads to other departments.
• These calls should be done in a structured manner either individually or with support groups, branches or supervisors.
• Cheque referrals, customer queries related to Banking, Issuance of Cheque books, managing cash deposition / withdrawal issues, solvency certificates, trade & Fx transaction, etc.
Job Requirements:
• Strong understanding of Financials and Balance sheets
• Strong Relationship Management skills
• Good Interpersonal and Negotiation skills
• Understanding of the Banking Industry
• Strong Analytical ability
• Sales and Influencing Skills
Job Details:
Company: HDFC
Vacancy Type: Full Time
Job Functions: Other
Job Location: Chennai, Tamil Nadu, IN
Application Deadline: N/A
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Apply Now
jobshut.online
💡 Quick Summary
Seeking a career-building opportunity? The BBWC|RM in | HDFC Bank position is now open for candidates interested in the Bank Jobs sector. This role in Chennai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
