Partner - Wealth Solutions & Global Indian Clients

2 days ago


Bhavnagar, India Standard Chartered Full time

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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 SERVICE Key Responsibilities 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 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 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 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 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 Serve as a Director of the Board Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association or equivalent Other Responsibilities Embed Here for good and Group s brand and values in Perform other responsibilities assigned under Group Country Business or Functional policies and procedures Multiple functions double hats Skills and Experience Good Interpersonal Skills Customer and Service Orientation Banking knowledge Management Information Skills Competitive awareness benchmarking Excellent communication interpersonal relationship building skills Able to pick up new concepts quickly Able and excited about going out to meet new customers Coordinate customer events for the cluster along with the product team Aggressive Sales call plans to acquire large prospective customers through referrals Qualifications 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 Customer and Service Orientation About Standard Chartered We re an international bank nimble enough to act big enough for impact For more than 170 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 Are better together we can be ourselves be inclusive see more good in others and work collectively to build for the long term What we offer In line with our Fair Pay Charter we offer a competitive salary and benefits to support your mental physical financial and social wellbeing Core bank funding for retirement savings medical and life insurance with flexible and voluntary benefits available in some locations Time-off including annual leave parental maternity 20 weeks sabbatical 12 months maximum and volunteering leave 3 days along with minimum global standards for annual and public holiday which is combined to 30 days minimum Flexible working options based around home and office locations with flexible working patterns Proactive wellbeing support through Unmind a market-leading digital wellbeing platform development courses for resilience and other human skills global Employee Assistance Programme sick leave mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth with opportunities to reskill and upskill and access to physical virtual and digital learning Being part of an inclusive and values driven organisation one that embraces and celebrates our unique diversity across our teams business functions and geographies - everyone feels respected and can realise their full potential Information at a Glance Standard Chartered 2025 All rights reserved x Cookie preferences Tell us which cookie categories you consent to by using the sliders below You can change your preferences any time by clicking on Manage cookies on our homepage Stricly necessary cookies always active Your security and privacy are our top priority that s why these cookies are always on to ensure the safest and smoothest online experience Show More Details Stricly necessary cookies always active Provider Description Enabled SAP as service provider We use the following session cookies which are all required to enable the website to function route is used for session stickiness careerSiteCompanyId is used to send the request to the correct data centre JSESSIONID is placed on the visitor s device during the session so the server can identify the visitor Load balancer cookie 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