Romit Bajaj

Role Purpose:

• To drive the strategy of RBWM corporate salary proposition for the allocated market.
• To acquire maintain relationship and increase product penetration within corporate by engaging with key influencer.
• To liaise with group businesses (Commercial and Global banking),Central team and CVM team to focus to increase efforts on HSBC product penetration within employees of the corporate.
• Develop robust,diligent and compliant sales channel.
• Focus on quality corporate acquired basis sharp company profiling and increased penetration.
• To liaise with product team on constant basis to enhance customer offering and service delivery.
• Consistent delivery of operating plan across all key products (Accounts-Normal and Premier/Personal Loan,Cards- Referring Mortgage,Insurance,Wealth Management /Remittances etc)
• Optimizing sourcing mix to focus on profitable segments in corporate.
• Comply to all relevant AML regulation and Global Standards

Role and Purpose:

• The Job Involved business development from TPSA(Third party Selling Agents) DSA sourcing for the mortgage business and also self sourcing mix .
• Growing the asset book of the bank and meet the yield and revenue targets.
• Generating leads -business by virtue of Corporate activities, Referral Model from other divisions of the bank like commercial banking and global banking.
• Working hand in hand with various department of the bank like product/CVM and passing them feedback for better penetration and service delivery.
• Identifying the need of the customer and fulling the same by bundle of products depending upon the requirement of the customer.
• Motivating and driving team to meet customer need .

Role Purpose:

· To drive the strategy of RBWM corporate salary proposition for the allocated market.

· To acquire maintain relationship and increase product penetration within corporate by engaging with key influencer.

· To liaise with group businesses (Commercial and Global banking),Central team and CVM team to focus to increase efforts on HSBC product penetration within employees of the corporate.

· Develop robust,diligent and compliant sales channel.

· Focus on quality corporate acquired basis sharp company profiling and increased penetration.

· To liaise with product team on constant basis to enhance customer offering and service delivery.

· Consistent delivery of operating plan across all key products (Accounts-Normal and Premier/Personal Loan,Cards- Referring Mortgage,Insurance,Wealth Management /Remittances etc)

· Optimizing sourcing mix to focus on profitable segments in corporate.

· Comply to all relevant AML regulation and Global Standards

Role and Responsibilities:

• It was an individual role for acquisition of new corporate for Salary Accounts (Mandate / Empanelment)
• Generating business development activities for the Salary account team to cross sell other products like - Personal Loan/Mortgage/Credit cards/Insurance/Wealth Management Accounts etc)
• Ensuring right quality of acquisition of the corporate for Salary account to generate revenue and helping for cross sell in the corporate.
• Achieve volume and revenue goals via combination of customer acquisition and relationship management.
• To ensure compliance of regulatory requirement and affiliate profitability.

Role and Responsibilities:

• The job involved acquisition of new to the bank saving accounts i,e Advance and Premier by a team FSO and PSO .
• Growing the CASA book of the bank and meeting revenue targets .
• Generating cross sell leads/needs for the branch in various avenues like Wealth management/Insurance and Investment/CC etc
• The job involved quality screened selection and development of banking products ,
• Ensure compliance of regulatory requirement and affiliate profitability.

Role and Responsibilities:

• The job involved acquisition of new to the bank saving accounts i,e Advance and Premier by a team FSO and PSO .
• Growing the CASA book of the bank and meeting revenue targets .
• Generating cross sell leads/needs for the branch in various avenues like Wealth management/Insurance and Investment/CC etc
• The job involved quality screened selection and development of banking products ,
• Ensure compliance of regulatory requirement and affiliate profitability.

Role and Responsibilities:

• Job involves Acquisition of corporate for Salary Account relationship-mandate/empanelment.
• Building relationship with the corporate to cross sell various products of the bank i.e. 3 in 1 account( Trading Account)/insurance/CC etc
• Making presentation to big corporate and part of induction also for highlighting the benefit and proposal - explaining the products in detail.
• Handling a team to acquire and maintain relationship for salary accounts .
• Growing the CASA book of the branches mapped under the zone of work.
• Motivating and driving the team to meet month on month target while delivering service standards.

Role and Responsibilities:

• Job involves NTB acquisition for CASA and later moved to corporate salary team vertical for Salary Account relationship-mandate/empanelment.
• Building relationship with the corporate to cross sell various products of the bank i.e. insurance/investment etc
• Making presentation to big corporate and part of induction also for highlighting the benefit and proposal - explaining the products in detail.
• Handling a team to acquire and maintain relationship for salary accounts .
• Growing the CASA book of the branch and maintaining high service level.
• Motivating and driving the team to meet month on month target while delivering service standards.

Role and Responsibilities:

• Generating new small channel partners under the umbrella.
• Setting up team strategies - generating revenues through mortgage business and insurance .
• Coordinating with bank , having proper quality checks and managing a big team.
• Generating leads via small channel partners and other marketing activities.
• Handling the mortgage and insurance business.