Job Description
Responsibilities
Strategy
Build and deepen relationships with existing Priority 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 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 the Branches & Direct Sales team.
Achieve "best in class" productivity in order 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
Processes
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, misselling, etc. and comply with the same
Read, understand and comply with all provisions of the Group Code of Conduct.
People & Talent
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
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.
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.
Regulatory & Business Conduct
Display exemplary conduct and live by the .
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 the [country / business unit / function/ [team] to achieve the outcomes set out in the Bank's Conduct Principles:
Fair Outcomes for Clients;
Effective Financial Markets;
Financial Crime Compliance;
The Right Environment.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
Our Ideal Candidate
Graduate/ Post Graduate, consistent academic career
Extensive sales experience (2 to 5 years)
Sales focused and highly target oriented
Able to pick up new concepts quickly
Able and excited about going out to meet new customers
Competitive awareness & benchmarking
Excellent communication, interpersonal & relationship building skills
Banking knowledge
Management Information Skills
Good Interpersonal Skills
ROLE SPECIFIC TECHNICAL COMPETENCIES
Diligent & Punctual
Knowledgeable about the role
Certified with relevant courses
Confident
Fluent in Language
Good Sales exposure
Banking Exposure
Management Information Skills
Good Interpersonal Skills
Customer and Service Oriented
Strategy
Build and deepen relationships with existing Priority 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 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 the Branches & Direct Sales team.
Achieve "best in class" productivity in order 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
Processes
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, misselling, etc. and comply with the same
Read, understand and comply with all provisions of the Group Code of Conduct.
People & Talent
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
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.
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.
Regulatory & Business Conduct
Display exemplary conduct and live by the .
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 the [country / business unit / function/ [team] to achieve the outcomes set out in the Bank's Conduct Principles:
Fair Outcomes for Clients;
Effective Financial Markets;
Financial Crime Compliance;
The Right Environment.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
Our Ideal Candidate
Graduate/ Post Graduate, consistent academic career
Extensive sales experience (2 to 5 years)
Sales focused and highly target oriented
Able to pick up new concepts quickly
Able and excited about going out to meet new customers
Competitive awareness & benchmarking
Excellent communication, interpersonal & relationship building skills
Banking knowledge
Management Information Skills
Good Interpersonal Skills
ROLE SPECIFIC TECHNICAL COMPETENCIES
Diligent & Punctual
Knowledgeable about the role
Certified with relevant courses
Confident
Fluent in Language
Good Sales exposure
Banking Exposure
Management Information Skills
Good Interpersonal Skills
Customer and Service Oriented
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|Priority 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.
