Relationship Mgr-2400001463
Location
Delhi | India
Job description
Job Description
Relationship Mgr -(2400001463)
Job : Retail Banking
Primary Location : Asia-India-Delhi
Schedule : Full-time
Employee Status : Permanent
Posting Date : 23/Feb/2024, 12:09:22 PM
Unposting Date : Ongoing
The Role Responsibilities
Strategy
- 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 and 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.
Business
- 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.
- 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.
- Coordinate customer events for the cluster along with the product team.
Processes
- Update and maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc).
- Maintain and update customer information on WMS.
Risk Management
- 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, mis-selling, etc and comply with the same.
- Read, understand and comply with all provisions of the Group Code of Conduct.
Governance
NPS and 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.
Regulatory and 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.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- 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].
- Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association.
Our Ideal candidate
Role Specific Technical Competencies
- Wealth Management
- Equity
- Portfolio Management
- Investment Advisory
- Communication
- Data Management
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity , together with our brand promise, to be here for good are achieved by how we each live our valued behaviours . When you work with us, you'll see how we value difference and advocate inclusion. Together we:
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
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