Achieve the Month-on-Month targets as per the Performance scorecard.
To ensure timely MIS with accuracy of data
To ensure hiring of BDE is completed in line with the budgeted headcount
Drive the team to Cross-sell multiple products to clients
Measures And Targets:
As per Performance scorecard.
Hiring as per the budgeted headcount
Cross-sell as per the allotted targets
Description:
Customer Experience/Conduct/Sales Governance
To deliver on FCRMP, ABC, AML & CDD standards
Drive team to reduce TAT by reducing errors & bringing in process efficiencies
Ensure Proper Conduct, Nil Mis-selling, Sales Complaints, Sales Error, & Potential Inappropriate Sales (PIS) on a consistent month on month basis
Ensure that strict controls are in place to monitor sourcing for all products as per policy/program guidelines
To ensure there are NIL instances for Fraud Risk Management (FRM) & SQ Sampling
Contribute significantly to the Bank's CSR initiatives
Embedding principles of Sales Governance in the Sales Value chain.
This would involve:
Understand and adhere to sales policies & Procedures.
Implement the HR standards in all channels being used.
Ensure the premises H & S standards are as per standardized norms.
Arms Length directives and processes are followed
Ensure branding is as per approved norms and requirements
Compliance with regulatory requirements.
Partner Training unit and HR to ensure all sales staff in team are trained on CDD, AML, Mis-selling and other customer data protection principles.
Ensure performance management process is followed.
Ensure complete adherence to Principles & Policy of Treating Customers Fairly.
Ensure adherence to all the customer outcomes required by Financial Services Authority.
Ensure 100% completion of all Mandatory e-learnings within timelines for self and team
Measures And Targets:
Minimal/No complaints from customers.
To ensure there are NIL instances for Fraud Risk Management (FR
📌 Team Leader (India)
🏢 Standard Chartered India
📍 India
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