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HDFC Bank - Relationship Manager - Business Banking & Working Capital (3-8 yrs)
The role primarily involves :
- Managing a portfolio of between 20-35 BBG credit relationships - mostly SME Corporates. The number of relationships managed depends on the geography covered and branches mapped to the RM.
- HNW relationship management of the BBG customers
- Addition of new credit relationships
The HNW relationship management of the BBG relationship includes,
- Cross sell of CASA to the group companies of the BBG customers, and to the promoter family members.
- Growth of the CASA balances of the group
- Day-to-day servicing of all the group accounts at the branch
- Cross sell of other asset products, investment products and non-income products to the HNW group being managed by the RM.
Activities :
- Regular Branch interaction for lead generation for BBG and subsequent lead conversion
- Cam Preparation & query resolution
- Documentation pre-disbursement (Doc collection, legal & TSR, Valuation etc.) and post disbursement, including deferral closure
- Customer negotiation on rates and other issues relating to charges.
- Co-ordination with credit for CAM approval, deferral waiver / extension & other customer requirements like Buyers credit, TOD's.
- Co-ordination with local Ops for disbursement of a case, TOD limit setting, submission of Stock Statement.
- Housekeeping including CAM renewals, deferral closure, Call memos, stock statements, insurance renewals, Plant visit, Site visit etc
- Stressed accounts / Exit account management, follow-up and regularization of TODs
- Preparation of customer profiling sheet and identifying cross sell and revenue increasing opportunities
- Cross sell of various asset products, other liability accounts, TPP products to the existing Relationships and its group accounts raised as HNW
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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