Relationship Manager, NR

3 weeks ago

Mumbai, India Standard Chartered Bank Full time

Role Responsibilities

Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives. To provide the face of the Bank to the highest net worth customers of the Bank.

Strategy

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

Business

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.

Processes

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 the team 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.

Key stakeholders

NR Regional Manager NR Central Team Branch Teams

Our Ideal Candidate

AMFI and IRDA Required for Role

Role Specific Technical Competencies

Relationship Management Process Knowhow NRI Banking NRI Regulations

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