Job Views:  
45941
Applications:  571
Recruiter Actions:  517

Job Code

481567

HDFC Bank - Relationship Manager - Working Capital - Business Banking Group

Posted 7 years ago
Posted 7 years ago

Relationship Manager - Business Banking - Working Capital - Hyderabad/Bangalore

Job Description :

The role primarily involves

- Managing a portfolio of existing BBG credit relationships. The number of relationships managed depends on the geography covered and branches mapped to the RM.

- HNW relationship management of the BBG customers

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 updates on the leads.

- Updating LTS and conversion of leads generated by the branches

- 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.

- Daily servicing of customer - Issuance of Cheque books, DDs, cash deposition / withdrawal issues, solvency certificates, RTGS, trade & fx transaction, etc.

- 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.

- Increasing the IPH and CTG to ensure revenue maximization.

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Job Views:  
45941
Applications:  571
Recruiter Actions:  517

Job Code

481567

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