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    Priority Relationship Manager - kolkata, India - Standard Chartered Bank

    Standard Chartered Bank
    Standard Chartered Bank kolkata, India

    1 hour ago

    Standard Chartered Bank background
    Full time
    Description

    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.

    • 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

    • Service

    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

    • Our Ideal Candidate

  • 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

    • Role Specific Technical Competencies

  • Account Management
  • Addressing Customer Needs
  • Anti-money Laundering Policies and Procedures
  • Bank Account Features and Services
  • Cross-Selling
  • Customer Retention
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