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Role description
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Job Title
RM-EEG
Business Unit
Emerging Enterprises Group
Reporting To
Territory Head
Job Function and Role Type
Sales, Individual Contributor
Version No
01/04/2019
Position purpose
Drive initiatives aligned with business objectives to reach leadership in the banking sector. Make sure effective branch management, lead generation, and client engagement.
Key Responsibilities
Branch Management
Plan weekly branch visits and monthly morning meetings; Activate RM/PB through lead generation and joint calls; Review branch and resource performance with CH as needed; Document branch meetings via Cogent/mails.
Lead generation/logins
Plan activities to reach two calls and appointments daily; Communicate document qualifications to clients and follow up; Make sure document completeness and arrange pickups.
Cross Selling
Deliver financial products like Insurance, CASA, Credit Cards, and Asset Products; Monitor and track leads for cross-selling opportunities.
Renewals
CAM conditions review/OBA review
Conduct monthly churn and conditions reviews; Justify OBA waivers or inform clients of penalties; Make sure compliance with CAM conditions.
Call Memos
List quarterly call memos and review ASR/ACR conditions; Meet clients to understand business issues; Upload call memos for endorsement.
Portfolio Management and Housekeeping (HK)
Reduce housekeeping items; Close critical and high-aging items.
Stock insurance/property insurance
Communicate premiums and collect required documents; Submit documents to operations.
Delinquency management
Contact clients for interest servicing and follow up rigorously; Collaborate with branches and credit managers for joint visits; Complaints: CRM / MD / PNO / CRO; Evaluate complaints and resolve them after client discussions.
Complaints : CRM / MD / PNO / CRO
Major
Prepare monthly renewal lists and work proactively; Communicate document qualifications and follow up twice weekly; Evaluate financials, address issues, and make sure document completeness; Submit documents to operations and oversee post-login formalities.
Creating excitement in branches/spot
Organize sanctions, contests, and recognition programs; Review CRM leads and update follow-ups.
Education:
Graduate, MBA, or CA.
Certifications:
None specified.
Key Competencies
Interpersonal capabilities, coordination with multiple teams, ability to work under pressure, client focus, problem-solving.
Major Stakeholders
Branch Banking Group, Operations, Product Group, Credit.
This opening is for the VC-Service RM-EMT and SMO position in Mumbai.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0 - 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 VC-Service RM-EMT and SMO at HDFC Bank.
This role requires around 0 - 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.