Jobs
>
Relationship Manager
>
Mumbai

    Relationship Manager - Mumbai, India - Standard Chartered Bank

    Standard Chartered Bank
    Standard Chartered Bank Mumbai, India

    3 hours ago

    Standard Chartered Bank background
    Full time
    Description

    Role Responsibilities

    Portfolio Management

  • 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.
  • Sales Management and Process adherence:
  • 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.

    • Strategy

    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 of Forex
  • 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

    • Business

    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 & psychographics and assets in the Bank and in other places.
  • Handle Forex clients and improve business

    • Processes* :

  • As per bank's guidelines and process

    • 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 [country / business unit / function/[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.

    • QUALIFICATIONS

    TRAINING, LICENSES, MEMBERSHIPS AND CERTIFICATIONS

  • ANY GRADUATE WITH RELEVANT EXPERIENCE AS RELATIONSHIP MANAGER.

    • Our Ideal Candidate

  • Relationship Management
  • New client acquisition
  • Liability segment
  • Circle Wealth Advisors Private Limited

    Relationship Manager

    2 days ago

    Circle Wealth Advisors Private Limited Mumbai, India

    Company Description · Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. · Role Description ...

  • SMEST Capital Private Limited

    Relationship Manager

    4 days ago

    SMEST Capital Private Limited Mumbai, India

    About the Company: · SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited ...

  • Corphive

    Relationship Manager

    15 hours ago

    Corphive Mumbai, India

    Source new customers to generate revenue for fund Based and non-fund based products and · increase customer base. · Strengthen relationship with existing customer base so as to generate sustained business and · identify opportunities for cross sell. · Ensure prudent portfolio man ...

  • Waytogo Consultants

    Relationship Manager

    4 days ago

    Waytogo Consultants Mumbai, India

    Job Type: Full Time · Role: Experienced · Min Salary: 7 Lakh · Max Salary: 16 Lakh · Experience: 5 to 12 Years · Locality: Mumbai · Eligibility: Graduation · Company: Leading Asset Management Company · The Relationship Manager plays a pivotal role in fostering and maintaining str ...

  • Shift Risk Insurance Brokers Limited

    Relationship Manager

    2 days ago

    Shift Risk Insurance Brokers Limited Mumbai, India

    Shift Risk Insurance Brokers Limited is hiring Relationship Manager - Motor / SME / Life Insurance · We have multiple openings for Relationship manager for Motor / SME and Life Insurance product. · Maintaining a deep knowledge of Motor / SME / Life product. · Building and maintai ...

  • DBS Bank

    Relationship Manager

    6 days ago

    DBS Bank Mumbai, India

    Job Purpose: · To manage and sustain a portfolio of Corporate customers, building long term relationships founded on efficient and reliable support for their business. To work with product groups and other colleagues both in India and overseas to build our Local and MNC client ba ...

  • Virtuous Advisors & Resources Private Ltd (Virtuous Resources)

    Relationship Manager

    3 days ago

    Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Mumbai, India

    Location: Colaba, Mumbai · Reporting To: National Head – Sales (Supply Chain Finance) · Key Responsibilities: · • To enable growth in SCF Business by identifying potential clients through · self-sourcing, target market technique and referral networks. · • Responsible for deal ori ...

  • Shapoorji Pallonji Finance Private Limited

    Relationship Manager

    6 days ago

    Shapoorji Pallonji Finance Private Limited Mumbai, India

    We are looking for candidates with years of relevant experience in Anchor/ Vendor, Relationship Management - Supply Chain Finance. Candidates can apply from Fintech/NBFC/Banks. · Key Responsibilities / Accountabilities · The objective is to provide our clients with a best-in-clas ...

  • Consult SP

    Relationship Manager

    3 days ago

    Consult SP Mumbai, India

    Role RequirementsManage the marine practise- Especially the below products:H&MP&IAWRPLiability etc · Focus on servicing existing clients and develop new clients.Working with Operations teams to get all the bookings done in the system/generate debit notes, etc.Interacting with all ...

  • Consult SP

    Relationship Manager

    6 days ago

    Consult SP Mumbai, India

    Role Requirements · Manage the marine practise- Especially the below products: · H&M · P&I · AWRP · Liability etc · Focus on servicing existing clients and develop new clients. · Working with Operations teams to get all the bookings done in the system/generate debit notes, etc. ...

  • Intellectual Capital HR Consulting Pvt. Ltd.

    Relationship Manager

    6 days ago

    Intellectual Capital HR Consulting Pvt. Ltd. Mumbai, India

    About the Company/Business · Debt Capitals Market (DCM) team is part of the Wholesale Banking Group. The team works across sectors to structure & procure debt financing solutions across situations like balance sheet funding, structured financing, project financing, sustainable fi ...

  • Arun Gupta Advisors Pvt Ltd

    Relationship Manager

    4 days ago

    Arun Gupta Advisors Pvt Ltd Mumbai, India

    Company Description · Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt co ...

  • SMEST Capital Private Limited

    Relationship Manager

    3 days ago

    SMEST Capital Private Limited Mumbai, India

    About the Company:SMEST Capital, is a fintech to provide solutions in the wealth management space through the use of technology as a medium. We are engaged in the business of providing financial services. We are registered as stockbrokers in the New Debt Segment of BSE Limited. · ...

  • Wenger & Watson Inc

    Relationship Manager

    2 days ago

    Wenger & Watson Inc Mumbai, India Full time

    Qualifications · Graduation/Post-Graduation: Marketing/Finance · -Minimum experience in years 5-10 yrs in Banking /Banking sales · -Must have experience in Banking products and sales · -Wealth Management experience preferred, Insurance experience , retail relationship management ...

  • Arun Gupta Advisors Pvt Ltd

    Relationship Manager

    3 days ago

    Arun Gupta Advisors Pvt Ltd Mumbai, India

    Company Description · Arun Gupta Advisors Pvt Ltd is a financial solution provider that offers tailored lending solutions, CFO services, financial planning, and working capital management to clients in Mumbai. Our team of financial experts provides personalized advice and debt co ...

  • Hiregis

    Relationship Manager

    2 days ago

    Hiregis Mumbai, India Full time

    We're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience. ...

  • Snaphunt

    Relationship Manager

    3 hours ago

    Snaphunt Mumbai, India Full time

    The Offer · A role that offers a breadth of learning opportunities · Join a well known brand within Brokerage / Treasury / Securities Exchange · Work alongside & learn from best in class talent · The Job · You will be responsible for : · Acquiring and managing relationships with ...

  • R3 Consultant

    Relationship Manager

    2 days ago

    R3 Consultant Mumbai, India Full time

    Relationship Managers · Salary Range 3 4.8 LPA · Designation: Relationship Managers · Location: Mumbai (Colaba) · Job Responsibilities include: · The Relationship Managers will be responsible for coordinating with acquiring clients (Affluent & Super Affluent). · Supporting in adv ...

  • iimjobs

    Relationship Manager

    1 week ago

    iimjobs Mumbai, India Full time

    Designation : ND Department Mutual Fund. · Job Location : Mumbai. · Exp: 5 to 10 years. · Good Communication need , Mutual Fund experience should have and looking for candidate who in to BFSI segment in Mutual Fund experience. · Responsibilities: · - Responsible for all Sales & d ...

  • Raj Enterprise - Raj Placement Services

    Relationship Manager

    2 days ago

    Raj Enterprise - Raj Placement Services Mumbai, India Full time

    Position: Relationship Manager, Sr. Relationship Manager and Key Relationship Manager · DirectReports : Business Manager / Area Manager · Function/Department : Direct · PurposeofRole : The primary responsibility of the RM/ Sr. RM is to sell insurance policies by generating leads ...