RM-EEG
SiliguriFull-time5–10 yrsPosted 1 week ago
Senior finance role at Hdfc Bank in Siliguri. Needs 5+ years and a CA or MBA.
About the role
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What you'll do
- Plan weekly branch visits and monthly morning meetings; Activate RM/PB through lead generation and joint calls; Review branch and resource performance with CH as needed
- Plan activities to achieve two calls and appointments daily; Communicate document requirements to customers and follow up
- Provide financial products like Insurance, CASA, Credit Cards, and Asset Products; Monitor and track leads for cross-selling opportunities
- CAM conditions review/OBA review
- Conduct monthly churn and conditions reviews; Justify OBA waivers or inform customers of penalties; Ensure compliance with CAM conditions
What you need
- Cross-selling
- Portfolio management
- Insurance
- CRM
- CRO
- Compliance
Good to have
- HTML