RM-EEG

HDFC Bank · Mumbai, Maharashtra · Refreshed 14 days ago

About this role

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 Job Purpose Drive initiatives aligned with business objectives to achieve leadership in the banking sector. Ensure effective branch management, lead generation, and customer 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 achieve two calls and appointments daily; Communicate document requirements to customers and follow up; Ensure document completeness and arrange pickups. Cross Selling Provide 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 customers of penalties; Ensure compliance with CAM conditions. Call Memos List quarterly call memos and review ASR/ACR conditions; Meet customers 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 op

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