Job Description
Role Responsibilities
Strategy
• Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time.
• Engage NR Personal Banking clients by identifying and meeting needs via cross sell of retail banking products. Primary focus will be on increasing penetration of wealth and insurance along with improving CASA AUM
• Follow the applicable contact management approach to drive engagement with NR Personal Banking clients. Execute applicable sales campaigns as designed and released by country segment teams
• Drive 'Needs based conversations' with clients to provide suitable products. Focus on building relationship via consultative selling approach
• Meet or exceed applicable scorecard targets
• Handle Client led product requests triggered via ATL/Online pull activities
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Help drive digital adoption among clients
• Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment
• Focus on driving account activation and deepening leading to more active customer in the base.
Business
• Deliver Revenue of 6 lakhs per quarter
• Grow SA book by
• Make accounts qualified basis segment by building up relationship with the customer and with strategic calling through dialler
• Make account active and increase no of active customers in the assigned book with increase in ppc as well
• Upgrade relationship to Premium and Priority Segment
• Refer NTB/ Mortgage
• Deliver revenue through Investment/Insurance/FX/SA Income/Credit Card/Mortgage
Processes
• Ensure adherence to all internal and external regulations.
• To embed Operational Risk monitoring as an integral part of the business process. Towards this, to effectively carry out the assigned role, if any, under Compliance Risk Management and Operational Risk Management Assurance.
• Follow CER Guideline while interacting with customers
Risk Management
• Monitor all major risk issues and concentrations. Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees
Regulatory & Business Conduct
• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank's Conduct Principles:
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Must not do mis selling and follow group code of conduct in dealing with customer as well as colleagues.
Key Stakeholders
• NR Segment/ Wealth Management Unit
Our Ideal Candidate
• MBA/
• IRDA/ AMFI – would be better if have other certification related to Market Visit our careers website
Strategy
• Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time.
• Engage NR Personal Banking clients by identifying and meeting needs via cross sell of retail banking products. Primary focus will be on increasing penetration of wealth and insurance along with improving CASA AUM
• Follow the applicable contact management approach to drive engagement with NR Personal Banking clients. Execute applicable sales campaigns as designed and released by country segment teams
• Drive 'Needs based conversations' with clients to provide suitable products. Focus on building relationship via consultative selling approach
• Meet or exceed applicable scorecard targets
• Handle Client led product requests triggered via ATL/Online pull activities
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Help drive digital adoption among clients
• Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment
• Focus on driving account activation and deepening leading to more active customer in the base.
Business
• Deliver Revenue of 6 lakhs per quarter
• Grow SA book by
• Make accounts qualified basis segment by building up relationship with the customer and with strategic calling through dialler
• Make account active and increase no of active customers in the assigned book with increase in ppc as well
• Upgrade relationship to Premium and Priority Segment
• Refer NTB/ Mortgage
• Deliver revenue through Investment/Insurance/FX/SA Income/Credit Card/Mortgage
Processes
• Ensure adherence to all internal and external regulations.
• To embed Operational Risk monitoring as an integral part of the business process. Towards this, to effectively carry out the assigned role, if any, under Compliance Risk Management and Operational Risk Management Assurance.
• Follow CER Guideline while interacting with customers
Risk Management
• Monitor all major risk issues and concentrations. Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees
Regulatory & Business Conduct
• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank's Conduct Principles:
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Must not do mis selling and follow group code of conduct in dealing with customer as well as colleagues.
Key Stakeholders
• NR Segment/ Wealth Management Unit
Our Ideal Candidate
• MBA/
• IRDA/ AMFI – would be better if have other certification related to Market Visit our careers website
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.