Job Description
About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than turning a profit. Its about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good. Were committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.The Role Responsibilities
• Build and expand client relationship through delivery of high quality service
• Support Relationship Managers in acquiring, retaining and deepening banking relationship with clients
• Provide internal relief support
• Assist on control environment in International Banking
Sales Support
• Refer clients with banking needs to respective RMs
• Co-ordinate on weekly and monthly sales reporting
• Co-ordinate on promotion campaign product bundling fulfillment, MGM, SGM and etc
Portfolio Management
• Handle Tagging and retagging customer status (upgrade/regrade)
• Handle conversion of account eg sole account to join account, compiling of household relationship
• Monitor the progress of customer s applications and other instruction (both financial and non financial)
• Co-ordinate and reply to all customer enquires via phone-in or emails
• To assist in building high portfolio contactibility within existing PiB customer base
• Monitor incomplete CDD related documents and assist the RM to follow-up and rectify the CDD deficency
• Support in ensuring RMs attend to their morning excesses report
• Assist the RM for CASA account opening via SAO
• Ensure Accurate & Timely submission of account / Wealth document to Branch Ops / Banking Ops
Customer Management
• Ensure proper communication to clients via phone calls/letters when there are changes in RMs
• Relief RMs when they are on leave or out of office or vacant portfolios
• Servicing walk-ins clients transactions when RM is absence or not available
• Providing regular updates to customers on banking promotion and events
• Regular contact with clients on FD maturity
• Follow up on customer queries/ requests and issuing of clients reference letters
• Support RM in investigation and documentation of complaints in timely manner
• Collating RSVP for client events and reminder call to customer before the event
• Assist to affect and monitor progress of clients service requests in CEMS (or equivalent)
Risk Management
• Perform callback on fax LI (above threshold) only
• Review and comment on
• Build and expand client relationship through delivery of high quality service
• Support Relationship Managers in acquiring, retaining and deepening banking relationship with clients
• Provide internal relief support
• Assist on control environment in International Banking
Sales Support
• Refer clients with banking needs to respective RMs
• Co-ordinate on weekly and monthly sales reporting
• Co-ordinate on promotion campaign product bundling fulfillment, MGM, SGM and etc
Portfolio Management
• Handle Tagging and retagging customer status (upgrade/regrade)
• Handle conversion of account eg sole account to join account, compiling of household relationship
• Monitor the progress of customer s applications and other instruction (both financial and non financial)
• Co-ordinate and reply to all customer enquires via phone-in or emails
• To assist in building high portfolio contactibility within existing PiB customer base
• Monitor incomplete CDD related documents and assist the RM to follow-up and rectify the CDD deficency
• Support in ensuring RMs attend to their morning excesses report
• Assist the RM for CASA account opening via SAO
• Ensure Accurate & Timely submission of account / Wealth document to Branch Ops / Banking Ops
Customer Management
• Ensure proper communication to clients via phone calls/letters when there are changes in RMs
• Relief RMs when they are on leave or out of office or vacant portfolios
• Servicing walk-ins clients transactions when RM is absence or not available
• Providing regular updates to customers on banking promotion and events
• Regular contact with clients on FD maturity
• Follow up on customer queries/ requests and issuing of clients reference letters
• Support RM in investigation and documentation of complaints in timely manner
• Collating RSVP for client events and reminder call to customer before the event
• Assist to affect and monitor progress of clients service requests in CEMS (or equivalent)
Risk Management
• Perform callback on fax LI (above threshold) only
• Review and comment on
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Service 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.
