Posted:1 day ago|
Platform:
On-site
Full Time
Acquisition of new asset relationships through various channels and managing a portfolio of 30-40 BBG relationships depending on the geography covered and the branches mapped to the RM and maintain HNW
relationship management of the BBG customers in order to provide quality service to the customers.
profitability for BBG customers.
2. To regularly interact with the branches for lead generation for BBG,
updates on the leads in CRM, ensuring conversions and following
complete lead conversion process.
3. Market scoping and identifying the potential customers with wallet
share for all BBG customers and product penetration and strategy
for achievement under various initiatives jointly with branch banking
team.
4. RMs have to follow the laid down sales process which
involves updation of the regular client calls for both existing
and prospective clients. These calls should be done in a
structured manner either individually or with support
groups, branches or supervisors.
5. These calls should be updated in the CRM systems for future
guidance and monitoring of accounts and also to assign
tasks & leads to other departments.
6. Monthly review to be done with various product groups and
supervisors who support the RMs portfolio (plan Vs
achievement) and other cross function teams to ensure
better product penetration.
7. Improvement on yield for the Bank so that the Portfolio has
a strong Return on capital at RM portfolio level.
8.
9. Documentation pre-disbursement (Doc collection, legal & TSR,
Valuation etc.) and post disbursement sign off from customers,
including deferral closure
10. Ensuring cross selling of complete liabilities, corporate salary
accounts, other asset products, TPP to the existing Relationships
and its raised group accounts.
11. Increasing the IPH and CTG to ensure revenue maximization.
customer of the RM. Client satisfaction and taking care of
all banking needs of the customer.
2. Preparation of customer profiling sheet and identifying cross sell
and revenue increasing opportunities
3. CAM Preparation & query resolutionClassification - Internal
Classification - Internal
4. Customer negotiation on rates and other issues relating to charges.
5. Daily servicing of customer w.r.t. Cheque referrals, customer
queries related to Banking, Issuance of Cheque books, managing
cash deposition withdrawal issues, solvency certificates, trade &
Fx transaction, etc.
6. To make sure high level of client satisfaction.
7.
2. Co-ordination with local Ops for disbursements, TOD limit setting,
submission of Stock Statement.
issuance, and for import export payment, BG invocation, LC
payment
4. E-Net, CMS and cross sell of other such products.
1. Portfolio review and remedial management which includes
managing exits, line reductions, recovery and restructuring
of exposures. Management of stress and critical accounts.
2. Also ensuring completion of Housekeeping pendencies including
CAM renewals, deferral closure, Call memos, stock statements,
insurance renewals, Plant visit, Site visit etc.
3. Follow-up and regularization of TODs
Post Graduate in Finance or Chartered
Accountant Strong understanding of Financials and Balance
sheets
Strong Relationship Management skills
Sales and Influencing Skills
Strong Analytical ability
Good Interpersonal and Negotiation skills
Understanding of the Banking Industry
Customers
Credit underwriting team
Branch Banking Team
Operations
Treasury
Salary Team
Private Banking Group
Legal & Audit
HDFC
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