RM-EEG
Ref leads
C. Cross Selling:
ol
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.
ol
D. Renewals:
ol
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
SPE
Hand over to ops for scanning
follow post login formalities
For renewals overdue and having genuine delay put up for extensions
ol
E. CAM conditions review/OBA review:
ol
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
ol
F. Call Memos:
ol
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
ol
G. Portfolio Management and Housekeeping (HK):
ol
Reduce HK.
Closure of critical and high aging items
ol
H. Stock insurance/property insurance:
ol
Communicate the premium to the customer after listing down the pendency
Collect docs if required
Submission to OPS
ol
I. Delinquency management:
ol
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
ol
J. Complaints : CRM / MD / PNO / CRO:
ol
Analyze complaint
Seek resolution post discussing with Customer
ol
C. Cross Selling:
ol
ol
D. Renewals:
ol
ol
E. CAM conditions review/OBA review:
ol
ol
F. Call Memos:
ol
ol
G. Portfolio Management and Housekeeping (HK):
ol
ol
H. Stock insurance/property insurance:
ol
ol
I. Delinquency management:
ol
ol
J. Complaints : CRM / MD / PNO / CRO:
ol
ol
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