Local Jobs(07/05/2024)

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.

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5-https://www.linkedin.com/jobs/view/associate-relationship-manager-corporate-liability-at-idfc-first-bank-3795587345?utm_campaign=google_jobs_apply&utm_source=google_jobs_apply&utm_medium=organic&originalSubdomain=in

Roles And Responsibilities

• Origination of New to Bank (NTBs) accounts and managing (farming) a portfolio of Corporate Liability Group clients sourced by oneself.
• Originate CMS/Trade Processing/FX transactions from Cash Rich Corporate clients, mainly from Digital First Companies, local IT/ITES firms and MNC subsidiaries. Onboard these clients with a solutions-based approach, developing unique solutions wherever required.
• Work with founders of well-funded start-ups, mainly online aggregators, e-commerce and fintech firms, to provide cash and trade solutions and onboard them.
• Build Liquid Asset OR Cash, backed Lending (short credit assessment memo)
• Develop deep relationships with PE/VC funds and Incubators to provide cash and trade solutions to their investee companies. Extend these influencer relationships to renowned law firms & Chartered Accounts as well.
• Manage relationships with existing clients and increase CA balances, term deposits, CMS/Trade/FX throughputs and maximize revenues from these services. Cross-sell other products of the bank like salary and wealth management to maximize share of wallet.
• Collaborate with the various Product Sales Managers and the Implementation teams across all Banking products to achieve these objectives.
• Graduation: Any GraduatePost Graduation: Any Post Graduate

  Professional Qualification/Certification: Any Professional Degree

  Experience

  5+ years of relevant experience in corporate current account acquisition.