- Business Banking Relationship Manager- Liability. The role will be to deepening ETB and NTB CA Book.
- Acquire liability customers with focus on customers with trade and Foreign exchange transactions.
- Manage existing portfolio of liability customers with trade and foreign exchange transactions with the objective of providing superior service and deepen relationships
- Liability Current Accounts from liability rich sectors
- Deposit Accounts
- Trade Products
- FX Products Business Acquisition
- Participate in sales calls for acquisition of New to Bank (NTB) liabilities relationships requiring trade and foreign exchange services
- Identify and generate prospect opportunities for acquisition of new customers.
- Design and execute customer events, industry meets and below the line activities for acquisition of new customers.
- Mapping and mining of databases of potential segments for NTB acquisition.
- Identify and drive a strong customer referral program. 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 ensuring that bank gets the maximum share of the wallet.
- Develop account plans/strategies 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.
- Drive continuous improvement of the operational efficiency and effectiveness of processes to increase the consistency of systems and processes.
- Support the framework for effective management of operational risks across the Business and compliance with applicable internal policies, and external laws and regulations at a global level.
- Support the execution of Business strategy in a safe and well-controlled manner and on an end-to-end basis – incorporating infrastructure requirements and ensuring that they are fit-for-growth.
- Conduct regular and timely customer due diligence (CDD) reviews
- Ensure CDD profiles are error free for timely sign off
- Follow and comply with AML CDD policies and procedures where applicable
- Identify KYC issues, provide solution or escalate to line manager if necessary
- Ensure internal / external KYC requirements are adhered to AML CDD policies and procedures
- Timely handling of customer issues, complaints, and product enquiries in accordance with established procedures People and Talent
- Embed the Group's values and culture
- Coach peers and more junior staff as appropriate
- Partner effectively with internal stakeholders to deliver effective client solutions Risk Management
- Abide by appropriate frameworks to guarantee that business is carried out within the Group's risk appetite and relevant risks are appropriately managed in conjunction with line managers other stakeholders.
- Ensure compliance with the highest standards of regulatory conduct and compliance standards and practices as defined by internal and external requirements. This includes compliance with regulations and guidelines on Sanctions, Anti-Money Laundering (AML), and Environmental and Social Risk Management (ESRM).
- Timely handling of customer issues, complaints, and product enquiries in accordance with established procedures People and Talent
- Embed the Group's values and culture
- Coach peers and more junior staff as appropriate
- Partner effectively with internal stakeholders to deliver effective client solutions
- Abide by appropriate frameworks to guarantee that business is carried out within the Group's risk appetite and relevant risks are appropriately managed in conjunction with line managers other stakeholders.
- Ensure compliance with the highest standards of regulatory conduct and compliance standards and practices as defined by internal and external requirements. This includes compliance with regulations and guidelines on Sanctions, Anti-Money Laundering (AML), and Environmental and Social Risk Management (ESRM).
- Ensure relevant systems and controls pertaining to the role remit are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Operational Risk, Technology and Operations, Finance and Reputation
- Display exemplary conduct and live by the .
- 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 INDIA / CPBB / BB/Liabilities to achieve the outcomes set out in the Bank's Conduct Principles
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Graduate / MBA with certifications of AMFI and IRDA
- MS Excel
- Sales
-
Relationship Manage, Priority Clients
5 days ago
Standard Chartered Kolkata, India**Job***: Retail Banking · **Primary Location***: Asia-India-Kolkata · **Schedule***: Full-time · **Employee Status***: Permanent · **Posting Date***: 03/Apr/2023, 6:11:24 AM · **Unposting Date***: Ongoing · **Roles and Responsibility** · - Acquiring, growing and deepening Priori ...
-
Relationship Manager
5 days ago
Axis Bank Kolkata, India#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" · About Branch Banking: · The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a ...
-
Relationship Manager
1 week ago
Bandhan Bank Kolkata, IndiaLocation: · South & Central Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is · graduation . · The foll ...
-
Relationship Manager
5 days ago
Bandhan Bank Kolkata, IndiaLocation: South Kolkata · Requirement: · - The candidate needs to have minimum 3-5 years' experience in wealth management. · - The candidate needs to be both NISM and IRDA certified with active certifications. · - Minimum education qualification is graduation. · The following are ...
-
Relationship Manager
6 days ago
Anand Rathi Stocks and Brokers LTD west bengal, IndiaDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence. · He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. · Promote Focus P ...
-
Relationship Manager
3 weeks ago
Bandhan Bank Kolkata, IndiaLocation: South Kolkata · Requirement: · The candidate needs to have minimum 3-5 years' experience in wealth management. · The candidate needs to be both NISM and IRDA certified with active certifications. · Minimum education qualification is graduation. · The following are the ...
-
Relationship Management
6 days ago
Paradise Placement Consultancy kolkata, IndiaJob Description: · The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by del ...
-
Relationship Manager
6 days ago
DBS Bank kolkata, IndiaRelationship Manager-(WD54844) Position Title: Relationship Manager · Department:SME, India, IBG4 · Reports To: Regional Sales Head – Assets · Job Purpose (In a brief, specific one or two-sentence statement, answer the questions: "Why does this position exist?" and "What ...
-
Relationship Manager
6 days ago
Chola MS General Insurance kolkata, IndiaRelationship Manager Bank Assurance (Induslnd Bank) · We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with kno ...
-
Relationship Manager
2 weeks ago
EngageMyTalent HR Solutions LLP. Kolkata, IndiaThe Relationship ManagerWealthis the ultimate face of the business as (s)he is going to be thefinal · point of contact with theclient. (S)he would be responsible for acquiring High Net Worthrelationships · and managing& retaining such relationships by delivering the beststandard ...
-
Relationship Manager
6 days ago
Dewars Garage Ltd kolkata, IndiaWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers. · Responsibilities Understand customer needs and develop plans to address them · Identify key staff in client companies to cultivate profitable relationships · Resolve cu ...
-
Relationship Manager
6 days ago
The People Operations kolkata, IndiaUrgent hiring for DM and RM In CAT Axis Channel for Life Insurance company · CTC Up to 5 LPA · Locations: Mumbai Raipur Jamshedpur Lucknow Kanpur Barielly Kolkata Rajkot Durg · KEY RESPONSIBILITIES · Service through relationship management · Establishing and strengthening relatio ...
-
Relationship Manager
6 days ago
Axis Bank Kolkata, India#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply" · About Branch Banking:The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a maj ...
-
Relationship Manager
1 week ago
EngageMyTalent HR Solutions LLP. kolkata, IndiaThe Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final · point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships · and managing & retaining such relationships by delivering the best st ...
-
Relationship Manager
6 days ago
Anand Rathi Stocks and Brokers LTD Kolkata, IndiaDirect sales profile so candidate should be able to acquire quality base HNI clients through networking, database, and market intelligence.He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence.Promote Focus Product ...
-
Relationship Manager
1 week ago
Bandhan Bank kolkata, IndiaLocation: South KolkataRequirement:The candidate needs to have minimum 3-5 years' experience in wealth management.The candidate needs to be both NISM and IRDA certified with active certifications.Minimum education qualification is graduation .The following are the specifications ...
-
Relationship Manager
6 days ago
IIFL Securities Premia Kolkata, IndiaJob Description: (Pl mention detailed profile)l · Responsible for business development through acquisition of high net-worth clients (client acquisition)l · Responsible for identifying customer needs and assessing their risk appetiteI · Responsible for activation of trading accou ...
-
Relationship Manager
1 week ago
Wizaltia Solutions banga, IndiaJobPurpose: To drive businessthrough Channel Partners branch staff and distributionnetwork.Responsibilities: To generate leads through activities and use enablers for leadgeneration To have a minimum of 3 newcustomer meetings in a day To provideaftersales service and do upsellin ...
-
Relationship Manager
1 day ago
Waytogo Consultants Kolkata, IndiaThis position is primarily responsible for developing and maintaining banking relationships with a select group of high net worth customers by providing them exceptional individualized customer service; thereby achieving targeted growth and service norms.Develops new and expands ...
-
Relationship Manager
6 days ago
Antal International kolkata, IndiaJob Description COMPANY · My client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investm ...
Senior Relationship Manager - kolkata, India - Standard Chartered Bank
Description
:OngoingJob Summary
Responsibilities
Strategy
Business
Processes
People & Talent
Risk Management
Governance
Regulatory & Business Conduct
Key stakeholders
Internal: Colleagues in BB and CDD teams, Product, Risk, Compliance and other support Functions and Businesses
External: Key clients
Our Ideal Candidate
Role Specific Technical Competencies