Relationship Manager

1 week ago

Bengaluru, Karnataka, India Standard Chartered Bank Full time
Role Responsibilities

BusinessRelationship ManagementBuild 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 BankSalesGenerate new business to achieve defined targets in terms of no.

of customers, volumes and revenue for the segmentAchieve the Targets set in terms of product mixInduction 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 teamSales MISUpdate & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)Maintain and update customer information on WMSServiceNPS & Customer managementEnsure that NPS is at least in second quartile as compared to peersUse the online CMP system diligently and achieve >


75% of their require customer contact each monthRisk Management & ComplianceEnsure 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 sameRead, understand and comply with all provisions of the Group Code of Conduct.

Our Ideal CandidateEducation:
Graduate/ Post Graduate, with 4 – 5 years of overall experience and moreCertifications: IRDA / AMFIGraduate/ Post Graduate, consistent academic careerExtensive sales experience (2 to 5 years)Sales focused and highly target orientedAble to pick up new concepts quicklyAble and excited about going out to meet new customersCompetitive awareness & benchmarkingExcellent communication, interpersonal & relationship building skillsBanking knowledgeManagement Information SkillsGood Interpersonal SkillsCustomer and Service OrientationRole Specific Technical CompetenciesMaximize sales performance to achieve portfolio and revenue targets of the branchEnsure all branch processes are followed as per laid down guidelinesEnsure branch staff work as a motivated and top performing sales and service teamMaximize sales performance to achieve portfolio and revenue targets of the branch

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