Relationship Manager - Micro Enterprise Group

Role & responsibilities To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership.

Key Responsibility

• Plan the branch visits detailing the coverage every week
• Meeting the branches during the morning meeting - every branch once a month
• Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required.
• Planning the above so that it translates into 2 calls per day/2 appointments per day
• Send the communication to the customer on documents required
• To be the one-stop shop for each of our Express OD 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.
• Work on the renewals in advance for customers who are not getting auto renewed
• Mail to the respective customers on docs required for renewal
• Post disbursement ensure that all business churn comes to HDFC bank account
• If OBA waiver required/check for justification/check for churn/put up to the authority.
• Express OD Monitoring to happen basis central triggers, customers falling in triggers and if not contacted virually to be met by RM as required frequency.
• Depending upon severity of each case - Customer Call for servicing Interest.
• Email communication to Branch & customer.

Preferred candidate profile

Candidate should have minimum 2 yrs banking experience & Working Capital handling.