Job Description:
Roles and Responsibility
Strategy
Sourcing NTB CA – Current Accounts from market & mange portfolio of existing & NTB liability customers with focus on growth in balances, trade and foreign exchange transactions with the objective of providing superior service and deepen relationships.
X-sell to liability and asset customers with focus on customers with trade and foreign exchange transactions.
Activating the inactive/dormant customer
Person should have knowledge on CMS Solutions delivery products, Handling referral channel partners , CA, CS’s & Law Firms etc.
Key responsibilities/challenges:
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 current 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.
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