Manage and grow a portfolio of priority banking clients by delivering personalised relationship management, financial needs assessment and service excellence.
Drive sustainable revenue growth through deepening, cross-sell and acquisition while ensuring fair outcomes, conduct discipline and adherence to risk and compliance standards.
Act as a trusted point of contact for clients, coordinating with product, service, operations and branch teams to deliver seamless client solutions.
Key Responsibilities
Client Relationship Management and Portfolio Growth
Build, manage and deepen relationships with priority clients through regular engagement, needs-based conversations and high-quality service delivery.
Deliver agreed business outcomes across deposits, investments, wealth, lending and other eligible banking solutions in line with client suitability and Bank standards.
Identify opportunities for acquisition, portfolio activation and cross-sell while maintaining solid client retention and satisfaction.
Work closely with product specialists, service teams,
branch operations and other internal stakeholders to resolve client requirements promptly and effectively.
Risk, Conduct and Operational Discipline
Ensure all client conversations, product recommendations and account activities are conducted in line with applicable policies, regulatory requirements and conduct standards.
Maintain accurate documentation, timely follow-ups and strong oversight of KYC, client due diligence, transaction monitoring and operational risk requirements.
Escalate service, compliance, fraud, complaint or risk issues promptly and support timely resolution to protect clients and the Bank.
Skills And Experience
Must-have Skills
Relationship Management
Client Needs Analysis
Risk and Compliance Management
Other Skills
Sales Planning and Pipeline Management
Stakeholder Collaboration
Digital Banking and CRM Tools
Communication and Client Service
Qualifications
Key Experiences
Expe
📌 Relationship Manager (Amritsar)
🏢 Standard Chartered India
📍 Amritsar
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