Associate Rm

3 weeks ago

Kolkata, India Standard Chartered Full time

**Job***: Retail Banking

**Primary Location***: Asia-India-Kolkata

**Schedule***: Full-time

**Employee Status***: Permanent

**Posting Date***: 07/Jun/2023, 10:16:29 AM

**Unposting Date***: Ongoing

**RESPONSIBILITIES**

**1.1** **RELATIONSHIP MANAGEMENT**:
Ø Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues.

Ø Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

Ø Manage the portfolio to de-risk against attrition and achieve stability of book.

Ø Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Ø Serve as the one-point contact to the high affluent net worth customers of the Bank.

**2.1** **SALES**:
Ø Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment

Ø Achieve the targets set in terms of product mix

Ø Induction of all new customers brought in by Self, Branches & Direct Sales team.

Ø Achieve “best in class” productivity to maximize the efficacy of the sales process.

Ø Achieve the budgeted cross sell targets.

Ø Aggressive Sales call plans to acquire large prospective customers through referrals.

Ø Ensure coverage of customer base in accordance with the approved contact plans.

Ø Coordinate customer events for the cluster along with the product team

**3.1** **SALES MIS**:
Ø Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)

Ø Maintain and update customer information on WMS

**SERVICE**

Ø NPS & Customer management

a. Ensure that NPS is at least in second quartile as compared to peers

b. Use the online CMP system diligently and achieve > 75% of their require customer contact each month

**RISK MANAGEMENT & COMPLIANCE**

Ø Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.

Ø Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.

Ø Ensure full awareness of all policies relating to operational risk, sales processes, mis selling, etc. and comply with the same

Ø 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.

Ø Graduate/ Post Graduate, consistent academic career

Ø Extensive sales experience (2 to 5 years)

Ø Sales focused and highly target oriented

Ø Able to pick up new concepts quickly

Ø Able and excited about going out to meet new customers

Ø Competitive awareness & benchmarking

Ø Excellent communication, interpersonal & relationship building skills

Ø Banking knowledge

Ø Management Information Skills

Ø Good Interpersonal Skills

Ø Customer and Service Orientation

**Role Specific Technical Competencies**
- Addressing Customer Needs
- Anti-money Laundering Policies and Procedures
- Cross-Selling
- Customer Retention
- Sales Proposals and Presentations
- Portfolio Management for Retail Bank

**About Standard Chartered**

We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

- **Do the right thing** and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- **Never settle,** continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- **Be better together,** we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

**In line with our Fair Pay Charter,** we o

  • Associate Rm

    4 weeks ago

    Kolkata, India Standard Chartered Full time

    **Job***: Retail Banking **Primary Location***: Asia-India-Kolkata **Schedule***: Full-time **Employee Status***: Permanent **Posting Date***: 08/Feb/2023, 3:51:00 AM **Unposting Date***: Ongoing **Role Responsibilities** **Relationship Management**: - Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet...

  • Mutual Fund Sales

    5 days ago

    Kolkata, India Leading Investment and Financial Advisory Company in Eastern India Full time

    Company Name                                :         Leading Investment and Financial Advisory Company in Eastern India.  Location : Kolkata Position : Mutual Fund Sales (Must have AMFI certified / As per experience)...

  • Mutual Fund Sales

    6 days ago

    Kolkata, India Leading Investment and Financial Advisory Company in Eastern India Full time

    Company Name                                :         Leading Investment and Financial Advisory Company in Eastern India. Location : KolkataPosition : Mutual Fund Sales (Must have AMFI certified / As per...

  • Mutual Fund Sales

    6 days ago

    Kolkata, West Bengal, India Leading Investment and Financial Advisory Company in Eastern India Full time

    Company Name : Leading Investment and Financial Advisory Company in Eastern India.Location : KolkataPosition : Mutual Fund Sales (Must have AMFI certified / As per experience)CTC :5 – 6 LPAExperience : 5+ years***Any one who has a two wheeler is an added advantageBroder roles and responsibilities: Physical & Online Mutual Fund KYC & all type of transaction...

  • Virtual Rm

    3 weeks ago

    Kolkata, West Bengal, India ACE Talent Consulting Full time

    Key Responsibilities: - Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them - Provide premium customer service delivery to their mapped Burgundy portfolio. - Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services - Responsible for up...

  • Asset Rm

    7 days ago

    Kolkata, India DBS Bank Full time

    **Position Title**:Relationship Manager** **Department**:SME, India, IBG4** **Reports To: Regional Sales Head - Assets** **Job Purpose** (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") - To acquire and build a well-diversified portfolio within the IBG 4...

  • Asset Rm

    2 weeks ago

    Kolkata, India DBS Bank Full time

    **Position Title**:Relationship Manager** **Department: SME, India,IBG4** **Reports To: Regional Sales Head - Assets** **Job Purpose** (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") - To acquire and build a well diversified portfolio within the IBG 4...

  • Asset Rm

    2 months ago

    Kolkata, India DBS Bank Full time

    **Postiton Title: Relationship Manager** **Department**:SME, India, IBG4** **Reports To: Regional Sales Head - Assets** **Job Purpose** (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What is it expected to accomplish?") - To acquire and build a well-diversified portfolio within the IBG 4...

  • Credit Analysis Unit Gsc's

    5 days ago

    Kolkata, West Bengal, India HSBC Full time

    Job descriptionSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest...

  • Credit Analysis Unit GSC

    4 weeks ago

    Kolkata, India HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to...

  • Credit Analysis Unit GSC

    4 weeks ago

    kolkata, India HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses...

  • Credit Analysis Unit GSC

    6 days ago

    Kolkata, West Bengal, India HSBC Full time

    Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive...

  • Virtual Rm

    4 weeks ago

    Kolkata, West Bengal, India ACE Talent Consulting Full time

    Key Responsibilities - Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them - Provide premium customer service delivery to their mapped NRI portfolio. - Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services - Responsible for up selling,...

  • Credit Analysis Unit Gsc’s

    2 weeks ago

    Kolkata, West Bengal, India HSBC Full time

    -Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is,...

  • Credit Analysis Unit

    6 days ago

    Kolkata, West Bengal, India HSBC Full time

    Job descriptionSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC, and discover how valued you'll be.HSBC is one of the largest banking and financial services organizations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses...

  • Credit Analysis Unit Gsc

    4 weeks ago

    Kolkata, West Bengal, India HSBC Full time

    -Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is,...

  • Subject Matter Expert Gsc

    6 days ago

    Kolkata, West Bengal, India HSBC Full time

    Job descriptionSome careers shine brighter than others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest...

  • Regional Manager Corporate Banking

    6 days ago

    Kolkata, West Bengal, India Recruitment Consultant owner Full time

    RM–Corporate Banking (Large Accounts, Wholesale, Acquisition)Wholesale, Acquisition, Banking and FinanceThis is a new generation private sector bank with 427 branches across India as onMarch 31, 2023. It is a scheduled commercial bank regulated by the Reserve Bank ofIndia. It's business segments are Retail banking, Micro SME, SME,mid-Corporate,...

  • 15h Left: Regional Manager Corporate Banking

    5 days ago

    Kolkata, West Bengal, India Recruitment Consultant owner Full time

    RM–Corporate Banking (Large Accounts, Wholesale, Acquisition) Wholesale, Acquisition, Banking and Finance This is a new generation private sector bank with 427 branches across India as on March 31, 2023. It is a scheduled commercial bank regulated by the Reserve Bank of India. It's business segments are Retail banking, Micro SME, SME, midCorporate,...

  • Credit Analysis Unit Gsc’s

    2 months ago

    Kolkata, West Bengal, India HSBC Full time

    -Job description **Some careers shine brighter than others.** If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC is one...