HDFC Bank - Senior Manager/AVP - Assets Desk - HNW

Job Title: HNW Product Manager - Mumbai

Department: HNW Product Team

Career Band: Senior Mgr / AVP

Responsibilities:

Analyse Lead Quality:

- Ensure each managed customer's requirement, through Leads generated, is processed promptly and post due consideration of the overall relationship with the bank.

- Case level tracking of cases logged in with the bank for decisioning and TAT.

- Engage with various stakeholders, including Underwriting, Asset Sales, RMs, Supervisors to maximise conversions of cases logged in.

- Ensure there is minimal loss on account of Contactability, Interest, Eligibility; through joint review by the respective RM, SM.

- Drive efficiency and get business out of the lead tracking activity.

- Drive behavioural change in the channel to follow lead generation process as well as status updation by the fulfillment team.

- Ensure agreed process is followed to generate - Urgent- lead as per the criteria and feedback is received on the lead is conclusive.

- Monitor TAT & Lead Aging.

- Maintain a track business generated from the reviewed leads.

- Weekly report on feedback analysis to be published.

Process Improvement:

- Continuously share learning with branch banking, campaigns unit and asset product team to improvise the process of lead generation to lead conversion.

- Ensure communication on educating the channel to follow process for Lead Generation.

- Aid the channel in their problem areas like product features, pitching, process, etc.

- Identify training gaps for channel and communicate the same to the Product Team.

- Take Konnect sessions, DYKs on Asset processes, Release product pitches for asset products, etc.

Team Management:

- Effectively manage the ADFC staff to get the desired productivity.

- Motivating the resources in the team for accuracy & effective work.

- Guiding and grooming on regular basis.