Role & responsibilities

Individual contributor No of direct reportees: - Travel Required: Moderate

Job Band Range : E1 E4 JD Created date: JD Updated date : 01/04/2019

JD approved by (In business)s Sanjay D Souza S0369

*IC – Individual contributor

Job Purpose To run initiatives in line with key objectives of the Business in order to attain the banks objective of business leadership.

Key Responsibility Areas : Actionable

Branch Management -1 Plan the branch visits detailing the coverage every week

2 Meeting the branches during the morning meeting - every branch once a month

3 Scoping the RM/PB customer for lead/joint calls OR make use of available resources in the branch for leads/joint calls

4 Planning the catchment area activity/scoping for lead generation/joint call

5 Ensure RM/PB activation from the activities above and review of branch performance/resource wise performance/review with CH as and when required.

6 Creating excitement in branches/spot sanctions/contests/recognition program

7 Check CRM daily and review the leads/update follow up leads/with dates 8 Document branch meeting through Cogent/mails

Lead generation/logins -

1. Planning the above so that it translates into 2 calls per day/2 appointments per day
2. Send the communication to the customer on documents required
3. Follow up the on the calls made for documents/arrange for pickup of documents
4. Check for completeness of documents
5.



Go through the Financials/bank statements for churn/bounces/interest servicing
6. Collection of property documents for legal/valuation - check for completeness chain docs etc.

7. KYCs
8. List down the points to be clarified from the customer
9. Fill in the FAQs post discussion with the customer

10. SPE updation
11. Submission of file to ops for scanning
12. Submission of docs for legal/valuation
13. Co-ordination with customer/valuer
14. Buyer/supplier ref check -----> Ref leads

Cross Selling
1. To be the one-stop shop for each of our EEG clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer.
2. Monitor and track Leads.

Renewals -
1. List down the renewals every month for the next two months
2. Work on the renewals in advance
3. Mail to the respective customers on docs required for renewal
4. Follow up weekly twice for docs
5. Arrange for collection of documents
6. Check the documents for completeness
7. Study the financials/bank statements/churn/interest servicing/aberrations from the stated nos
8. Speak to the customer for addressing issues/aberrations

9. SPE
10. Hand over to ops for scanning
11. follow post login formalities
12. For renewals overdue and having genuine delay put up for extensions

CAM conditions review/OBA review

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