Tripti Mandal
Deputy Manager at HDFC BANK LTD.
- Role
- Micro Enterprise Group(Meg)-retail Asset at HDFC Bank Limited
- Location
- Raipur, WB, IN
- LinkedIn followers
- 500 followers
About Tripti Mandal
After completing my graduation then i have joined at MTS company and then worked at Idea…
Experience
Micro Enterprise Group(Meg)-retail Asset
Mar 2024 — Present · Asansol, IN
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/mailsLead 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 documents5. Go through the Financials/bank statements for churn/bounces/interest servicing as per product 6. KYCSCross Selling: 1. To be the one-stop shop for each of our Express OD clients and provide suitable gamut of financial products such as Insurance, CASA, Credit Cards, Other Assets Products as required by the customer. Monitor and track Leads.Renewals: 1. Work on the renewals in advance for customers who are not getting auto renewed 2. Mail to the respective customers on docs required for renewal 3. Follow up weekly twice for docs 4. Arrange for collection of documents 5. Check the documents for completeness 6. Study the financials/bank statements/churn/interest servicing/ aberrations from the stated nos as per product requirement 7. Speak to the customer for addressing issues/aberrations 8. For renewals overdue and having genuine delay put up for extensionsChurn into WC accountDelinquency managementComplaints: CRM/MD/PNO / CRO
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