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Job Title: BDO- Sales – Emerging Enterprises Group
Job Details:
Business Unit: Emerging Enterprises Group
Team: Emerging Enterprises Group
Reports to: Relationship Manager
Location: Pan India
Job Function: Relationship Management
Role Type: Individual contributor
No of direct reportee: NIL
Travel Required: Moderate
Job Band Range: S1 - S2
JD Created date: 2/10/2021
JD Updated date: 2/10/2021
Job Purpose:
To run initiatives aligned with key business objectives to achieve the bank's goal of business leadership.
Job Responsibilities:
Branch Management: Scope RM/PB customers for leads/joint calls, plan catchment area activities, ensure RM/PB activation, and create excitement in branches through sanctions/contests/recognition.
Lead Generation/Logins: Follow up on calls for documents, check document completeness, review financials/bank statements, collect property documents for legal/valuation, handle KYCs, clarify points with customers, update SPE, and submit files to operations for scanning and legal/valuation.
Cross Selling: Act as a one-stop shop for EEG clients, providing suitable financial products (Insurance, CASA, Credit Cards, Other Assets), and monitor/track leads.
Renewals: List monthly renewals, work on them in advance, communicate document requirements to customers, follow up for documents, check completeness, study financials/bank statements, address customer issues, update SPE, hand over to operations for scanning, follow post-login formalities, and process extensions for genuine delays.
CAM Conditions Review/OBA Review: Conduct monthly churn review for OBA and monthly conditions review for both OBA and CAM.
Portfolio Management and Housekeeping (HK): Reduce HK, close critical and high aging items, and carry out SVR/Call Memo/plant visit reports.
Stock Insurance/Property Insurance: Communicate premium to customers, collect required documents, and submit to operations.
Educational Qualifications:
Graduate
Key Skills:
Interpersonal Skills
Coordination with multiple teams & activities
Ability to work under pressure
Experience Required:
Total Work experience: >= 1 year
Major Stakeholders:
Branch Banking Team
Operations
Product Team
Credit
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5 - 10 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a RM-EEG at HDFC Bank.
This role requires around 5 - 10 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.