Priority Relationship Manager

☞ Standard Chartered

View: 102

Update day: 30-05-2024

Location: Kolkata West Bengal

Category: Sales

Industry: Financial Services

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Job content

Job: Retail Banking
Primary Location: Asia-India-Kolkata
Schedule: Full-time
Employee Status: Permanent
Posting Date: 20/Dec/2021, 8:07:15 AM
Unposting Date: Ongoing
About Standard Chartered
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.
To us, good performance is about much more than turning a profit. It’s about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.
We’re committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
The Role Responsibilities
JOB ROLE
  • 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.

KEY RESPONSIBILITIES

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
Apply now to join the Bank for those with big career ambitions.
To view information on our benefits including our flexible working please visit our career pages. We welcome conversations on flexible working.
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Deadline: 14-07-2024

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