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RM-EEG

Employer
HDFC Bank Ltd.
Location
Panchkula Panchkula Haryana, Haryana, India
Salary
Competitive Salary
Closing date
Aug 11, 2022

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Ref leads

C. Cross Selling:

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  • 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.

  • Monitor and track Leads.

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    D. Renewals:

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  • List down the renewals every month for the next two months

  • Work on the renewals in advance

  • Mail to the respective customers on docs required for renewal

  • Follow up weekly twice for docs

  • Arrange for collection of documents

  • Check the documents for completeness

  • Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos

  • Speak to the customer for addressing issues/aberrations

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  • Hand over to ops for scanning

  • follow post login formalities

  • For renewals overdue and having genuine delay put up for extensions

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    E. CAM conditions review/OBA review:

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  • Churn review for OBA once a month

  • Conditions review once a month

  • If OBA waiver required/check for justification/check for churn/put up to the authority

  • If not inform the customer on closure of OBA/levy of 2% penalty

  • Same for CAM conditions

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    F. Call Memos:

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  • List down the call memos due for the quarter

  • Review of ASR/ACR/cam conditions/deferrals for the customers

  • Meet the customer and understand the business/issues if any

  • Upload the call memos in shock and awe for endorsement/noting

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    G. Portfolio Management and Housekeeping (HK):

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  • Reduce HK.

  • Closure of critical and high aging items

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    H. Stock insurance/property insurance:

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  • Communicate the premium to the customer after listing down the pendency

  • Collect docs if required

  • Submission to OPS

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    I. Delinquency management:

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  • Depending upon severity of each case - Customer Call for servicing Interest.

  • Email communication to Branch & customer

  • Personal Visit to Customer / Joint Visit with Credit Manager;

  • Rigorous follow-up

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    J. Complaints : CRM / MD / PNO / CRO:

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  • Analyze complaint

  • Seek resolution post discussing with Customer

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