No more applications are being accepted for this job
- Primary accountability for deepening values and fee generation from the portfolio by providing superior service to facilitate trade and Foreign exchange transactions.
- Client servicing through the Bank's "Outserve" mode with the aim of Customer delight.
- Implementing cross sell opportunities and ensure that SCB gets the maximum share of the wallet.
- Develop account plans for customer relationships with revenue and value-add objectives, to ensure monthly profit targets as agreed are met and exceeded.
- Contribute to the team's business plans for the expansion of business opportunities in strategic target areas.
- Responsible to ensure that all new and existing customer documents are as per group standards on KYC.
- Awareness and compliance of all the policies and procedures issued in relation to money laundering prevention for customer transactions.
- Maintain proactive relations with all internal and external customers.
- Maintain standard MIS pack and follow the Sales Management Process.
- Generate new business to achieve defined targets in terms of number of customers, volumes and revenue for the segment.
- Achieve the Targets set in terms of product mix of Forex.
- Induction of all new customers brought in by the Branches and 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.
- Build and deepen relationships with existing Business Clients 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 and psychographics and assets in the Bank and in other places.
- Handle Forex clients and improve business.
- As per bank's guidelines and process.
- 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.
- Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association.
- Any Graduate with relevant experience as relationship manager.
- Banking
- Relationship Management
- New client acquisition
- Liability segment
Relationship Management - Mumbai, India - Standard Chartered Bank
Description
Role Responsibilities
Portfolio Management
Sales Management and Process adherence
Strategy
Business
Processes
Regulatory and Business Conduct
Our Ideal Candidate
Role Specific Technical Competencies