BDO-Sales-Emerging Enterprises Group

Job Title: BDO- Sales – Emerging Enterprises Group

Job Details:

Business Unit: Emerging Enterprises Group

Team: Emerging Enterprises Group

Reports to: Relationship Manager

Location: Pan India

Job Function: Relationship Management

Role Type: Individual contributor

No of direct reportee: NIL

Travel Required: Moderate

Job Band Range: S1 - S2

JD Created date: 2/10/2021

JD Updated date: 2/10/2021

Job Purpose:

To run initiatives aligned with key business objectives to achieve the bank's goal of business leadership.

Job Responsibilities:

Branch Management: Scope RM/PB customers for leads/joint calls, plan catchment area activities, ensure RM/PB activation, and create excitement in branches through sanctions/contests/recognition.

Lead Generation/Logins: Follow up on calls for documents, check document completeness, review financials/bank statements, collect property documents for legal/valuation, handle KYCs, clarify points with customers, update SPE, and submit files to operations for scanning and legal/valuation.

Cross Selling: Act as a one-stop shop for EEG clients, providing suitable financial products (Insurance, CASA, Credit Cards, Other Assets), and monitor/track leads.

Renewals: List monthly renewals, work on them in advance, communicate document requirements to customers, follow up for documents, check completeness, study financials/bank statements, address customer issues, update SPE, hand over to operations for scanning, follow post-login formalities, and process extensions for genuine delays.

CAM Conditions Review/OBA Review: Conduct monthly churn review for OBA and monthly conditions review for both OBA and CAM.

Portfolio Management and Housekeeping (HK): Reduce HK, close critical and high aging items, and carry out SVR/Call Memo/plant visit reports.

Stock Insurance/Property Insurance: Communicate premium to customers, collect required documents, and submit to operations.

Educational Qualifications:

Graduate

Key Skills:

Interpersonal Skills

Coordination with multiple teams & activities

Ability to work under pressure

Experience Required:

Total Work experience: >= 1 year

Major Stakeholders:

Branch Banking Team

Operations

Product Team

Credit