Job Description
Apply
RM-EEG
HDFC Bank Limited
Ahmedabad, Gujarat
Apply
3 days ago
Full–time
Job Description :
A. Branch Management : 1. Plan the branch visits detailing the coverage every week2. Meeting the branches during the morning meeting - every branch once a month3.
Scoping the RM / PB customer for lead / joint calls OR make use of available resources in the branch for leads / joint calls4.
Planning the catchment area activity / scoping for lead generation / joint call5. Ensure RM / PB activation from the activities above and review of branch performance / resource wise performance / review with CH as and when required.
6. Creating excitement in branches / spot sanctions / contests / recognition program7. Check CRM daily and review the leads / update follow up leads / with dates8.
Document branch meeting through Cogent / mailsB. Lead generation / logins : 1. Planning the above so that it translates into 2 calls per day / 2 appointments per day2.
Send the communication to the customer on documents required3. Follow up the on the calls made for documents / arrange for pickup of documents4.
Check for completeness of documents5. Go through the Financials / bank statements for churn / bounces / interest servicing6.
Collection of property documents for legal / valuation - check for completeness chain docs etc.7. KYCs8. List down the points to be clarified from the customer+.
Fill in the FAQs post discussion with the customer10. SPE updation11. Submission of file to ops for scanning12. Submission of docs for legal / valuation13.
Co-ordination with customer / valuer 14. Buyer / supplier ref check >
Ref leadsC. 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.D. Renewals : 1. List down the renewals every month for the next two months2. Work on the renewals in advance3.
Mail to the respective customers on docs required for renewal4. Follow up weekly twice for docs5. Arrange for collection of documents6.
Check the documents for completeness7. Study the financials / bank statements / churn / interest servicing / aberrations from the stated nos8.
Speak to the customer for addressing issues / aberrations+. SPE10. Hand over to ops for scanning11. follow post login formalities12.
For renewals overdue and having genuine delay put up for extensions E. CAM conditions review / OBA review : 1. Churn review for OBA once a month2.
Conditions review once a month3. If OBA waiver required / check for justification / check for churn / put up to the authority4.
If not inform the customer on closure of OBA / levy of 2% penalty5. Same for CAM conditionsF. Call Memos : 1. List down the call memos due for the quarter2.
Review of ASR / ACR / cam conditions / deferrals for the customers3. Meet the customer and understand the business / issues if any4.
Upload the call memos in shock and awe for endorsement / notingG. Portfolio Management and Housekeeping (HK) : 1. Reduce HK.
2. Closure of critical and high aging items H. Stock insurance / property insurance : 1. Communicate the premium to the customer after listing down the pendency2.
Collect docs if required3. Submission to OPSI. Delinquency management : 1. Depending upon severity of each case - Customer Call for servicing Interest.
2. Email communication to Branch & customer3. Personal Visit to Customer / Joint Visit with Credit Manager4. Rigorous follow-upJ.
Complaints : CRM / MD / PNO / CRO : 1. Analyze complaint2. Seek resolution post discussing with Customer
Skills
1. Interpersonal Skills
2. Coordination with multiple teams & multiple activities
3. Ability to work under pressure
RM-EEG
HDFC Bank Limited
Ahmedabad, Gujarat
Apply
3 days ago
Full–time
Job Description :
A. Branch Management : 1. Plan the branch visits detailing the coverage every week2. Meeting the branches during the morning meeting - every branch once a month3.
Scoping the RM / PB customer for lead / joint calls OR make use of available resources in the branch for leads / joint calls4.
Planning the catchment area activity / scoping for lead generation / joint call5. Ensure RM / PB activation from the activities above and review of branch performance / resource wise performance / review with CH as and when required.
6. Creating excitement in branches / spot sanctions / contests / recognition program7. Check CRM daily and review the leads / update follow up leads / with dates8.
Document branch meeting through Cogent / mailsB. Lead generation / logins : 1. Planning the above so that it translates into 2 calls per day / 2 appointments per day2.
Send the communication to the customer on documents required3. Follow up the on the calls made for documents / arrange for pickup of documents4.
Check for completeness of documents5. Go through the Financials / bank statements for churn / bounces / interest servicing6.
Collection of property documents for legal / valuation - check for completeness chain docs etc.7. KYCs8. List down the points to be clarified from the customer+.
Fill in the FAQs post discussion with the customer10. SPE updation11. Submission of file to ops for scanning12. Submission of docs for legal / valuation13.
Co-ordination with customer / valuer 14. Buyer / supplier ref check >
Ref leadsC. 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.D. Renewals : 1. List down the renewals every month for the next two months2. Work on the renewals in advance3.
Mail to the respective customers on docs required for renewal4. Follow up weekly twice for docs5. Arrange for collection of documents6.
Check the documents for completeness7. Study the financials / bank statements / churn / interest servicing / aberrations from the stated nos8.
Speak to the customer for addressing issues / aberrations+. SPE10. Hand over to ops for scanning11. follow post login formalities12.
For renewals overdue and having genuine delay put up for extensions E. CAM conditions review / OBA review : 1. Churn review for OBA once a month2.
Conditions review once a month3. If OBA waiver required / check for justification / check for churn / put up to the authority4.
If not inform the customer on closure of OBA / levy of 2% penalty5. Same for CAM conditionsF. Call Memos : 1. List down the call memos due for the quarter2.
Review of ASR / ACR / cam conditions / deferrals for the customers3. Meet the customer and understand the business / issues if any4.
Upload the call memos in shock and awe for endorsement / notingG. Portfolio Management and Housekeeping (HK) : 1. Reduce HK.
2. Closure of critical and high aging items H. Stock insurance / property insurance : 1. Communicate the premium to the customer after listing down the pendency2.
Collect docs if required3. Submission to OPSI. Delinquency management : 1. Depending upon severity of each case - Customer Call for servicing Interest.
2. Email communication to Branch & customer3. Personal Visit to Customer / Joint Visit with Credit Manager4. Rigorous follow-upJ.
Complaints : CRM / MD / PNO / CRO : 1. Analyze complaint2. Seek resolution post discussing with Customer
Skills
1. Interpersonal Skills
2. Coordination with multiple teams & multiple activities
3. Ability to work under pressure
💡 Quick Summary
Seeking a career-building opportunity? The RM|EEG position is now open for candidates interested in the Bank Jobs sector. This role in Gujrat 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.
