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28/12 Vishal Sawant
Talent Acquisition Manager at HDFC Bank Ltd

Views:39 Applications:3 Rec. Actions:Recruiter Actions:0

HDFC Bank - Manager - Sales - Retail Assets - Loan Against Property Vertical (3-10 yrs)

Gujarat Job Code: 305856

- To source files through banks internal and external channels

- To assist the customer in login to disbursal formalities

- To liaise with customer, operations, credit, cpu to ensure smooth disbursal of the case

- Assist channel in case sourcing by arranging for training at channels on lead sourcing quality, give feedback on leads generated so as to ensure quality of lead generation improves and overall LG to LC ratio improves

- Ensure calling on leads received from channels, references received from existing customers. Opportunity bases.

- Wherever required, personally meet up with customers - especially HNW customers. Minimum 10 customers to be met personally and customer interaction to be updated in CRM next per month.

- Initiate for activities for lead generation

- Ensure full insurance at the time of disbursal.

- Coordination with Insurance partners for customer queries


- Ensure customer is briefed on the policy details to avoid mis sell and miscommunication.

- Meet branches (update the same in cogent), do joint calls on opportunity bases, review leads generated, share feedback on the lead quality and overall LG LC ratio.

- Conduct product trainings, update on rate revisions, product offers etc.

- Update the branch hierarchy (Branch Head, Cluster Head, Circle Head, Zonal Head) on Branch & RM activation.

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