Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening
Migrate client transactions to the digital platform
Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client portfolio for limited defined period of time and create a pipeline for upgrade to Priority Segment
Engage premium clients by identifying and meeting needs, including via cross sell of retail banking products
Follow the applicable contact management approach to drive engagement with premium clients - execute applicable sales campaigns as designed and released by country segment teams
Conduct ‘Needs based conversations’ with clients to provide suitable products. Focus on building relationship via consultative selling approach
Maximize sales performance to achieve revenue targets of the segment/ channel - Meet or exceed applicable scorecard targets
Follow up and manage expectations of clients to ensure timely processing of sales transactions
Drive digital adoption among clients
Manage customer expectations and customer satisfaction tracked via RTF and NPS scores
Key Responsibilities
Generate revenue and contribute to profitable growth by focusing on:
Growing the Liabilities relationships
Expanding and deepening revenue streams through Wealth Management and Retail Assets products
Improving deposit mix comprising savings accounts and term deposits
Delivering Current sales revenue as per set targets
Grow FUM qualified clients
Upgrade clients to Priority banking
Drive wealth penetration by activating new clients
Strategy
Ensure satisfactory ratings in all internal/external audits.
Ensure compliance to all process notes and circulars issued from time to time.
Undertake accurate and timely processing of all customer instructions as per applicable processes/ circulars.
Understand the Bank’s mis-selling & sales policies as well as policies and procedures issued in relation to ORMA, G
📌 Portfolio Manager (Mumbai)
🏢 Standard Chartered India
📍 Mumbai
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