Ankit Jain

Relationship Manager at HDFC Bank Ltd.

• India
• My current job since August 2014

Business Development
 Regular Branch interaction for lead generation for Business Banking Group and updates on the leads
 Documentation pre-disbursement (Doc collection, legal, Valuation etc.) and post
disbursement, including deferral closure
 Conversion of leads generated by the branches
 Cross sell of various asset products, other liability accounts.
 Ensure revenue maximization
Customer Relationship Management
 CAM Preparation and query resolution
 Customer negotiation on rates and other issues relating to charges
 Daily servicing of customer - Issuance of Cheque books, DDs, cash deposition /
withdrawal issues, solvency certificates, RTGS, trade and FX transaction, etc.
 Preparation of customer profiling sheet and identifying cross sell and revenue increasing
opportunities
Coordinating with internal and external stakeholders
 Co-ordination with credit for CAM approval, deferral waiver / extension and other
customer requirements like Buyers credit etc.
 Co-ordination with local Operations for disbursement of a case, submission of Stock
Statement
 Housekeeping including renewals, deferral closure, Call memos, stock statements,
insurance renewals, Plant visit, Site visit etc.
 Stressed accounts / Exit account management, follow-up and regularization.