Job Description
Strategy
• Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one-point contact to the high affluent net worth customers of the Bank.
Business
• Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
• Achieve the targets set in terms of product mix
• Induction of all new customers brought in by Self, Branches & Direct Sales team.
• Achieve “best in class” productivity to maximize the efficacy of the sales process.
• Achieve the budgeted cross sell targets.
• Aggressive Sales call plans to acquire large prospective customers through referrals.
• Ensure coverage of customer base in accordance with the approved contact plans.
• Coordinate customer events for the cluster along with the product team
• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
• Maintain and update customer information on WMS
• NPS & Customer management
• Ensure that NPS is at least in second quartile as compared to peers
Use the online CMP system diligently and achieve > 75% of their require customer contact each month
Processes
• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
• Maintain and update customer information on WMS
People and Talent
Risk Management
• Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
• Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
• Ensure full awareness of all policies relating to operational risk, sales processes, mis selling, etc. and comply with the same
• Read, understand and comply with all provisions of the Group Code of Conduct.
Governance
• Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same
Read, understand and comply with all provisions of the Group Code of Conduct
Our Ideal Candidate
• Graduate/ Post Graduate
• Anywhere between 1 - 4 years of overall experience
• Banking knowledge
• Understanding of front and back office processes and procedures
• Good Interpersonal Skills
• Strong Communication Skills
About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You
• Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one-point contact to the high affluent net worth customers of the Bank.
Business
• Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
• Achieve the targets set in terms of product mix
• Induction of all new customers brought in by Self, Branches & Direct Sales team.
• Achieve “best in class” productivity to maximize the efficacy of the sales process.
• Achieve the budgeted cross sell targets.
• Aggressive Sales call plans to acquire large prospective customers through referrals.
• Ensure coverage of customer base in accordance with the approved contact plans.
• Coordinate customer events for the cluster along with the product team
• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
• Maintain and update customer information on WMS
• NPS & Customer management
• Ensure that NPS is at least in second quartile as compared to peers
Use the online CMP system diligently and achieve > 75% of their require customer contact each month
Processes
• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
• Maintain and update customer information on WMS
People and Talent
Risk Management
• Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
• Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
• Ensure full awareness of all policies relating to operational risk, sales processes, mis selling, etc. and comply with the same
• Read, understand and comply with all provisions of the Group Code of Conduct.
Governance
• Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same
Read, understand and comply with all provisions of the Group Code of Conduct
Our Ideal Candidate
• Graduate/ Post Graduate
• Anywhere between 1 - 4 years of overall experience
• Banking knowledge
• Understanding of front and back office processes and procedures
• Good Interpersonal Skills
• Strong Communication Skills
About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You
💡 Quick Summary
Seeking a career-building opportunity? The Associate| Relationship Mgmt position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
