Relationship Mgr

2 weeks ago


Pune, Maharashtra, India Standard Chartered Bank Full time

RESPONSIBILITIES

RELATIONSHIP MANAGEMENT

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

SALES

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

SALES MIS

Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.) Maintain and update customer information on WMS

Business

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

Governance

Read, understand and comply with all provisions of the Group Code of Conduct

RISK MANAGEMENT & COMPLIANCE

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.

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.

Other Responsibilities

Embed Here for good and Group's brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Our Ideal Candidate

Graduate/ Post Graduate Anywhere between 5 - 8 years of overall experience Banking knowledge Understanding of front and back-office processes and procedures Good Interpersonal Skills Strong Communication Skills

Role Specific Technical Competencies

Diligent & Punctual
Knowledgeable about the role Certified with relevant courses Confident Fluent in Language Good Sales exposure Banking Exposure
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