Job Summary

Managing a team of 8-10 RMs for Start-up, E-Commerce, & New Age Banking for west region. Acquire and manage liability customers with focus on CMS, Foreign exchange transactions, Managed Investments & Insurance. Team would acquire and manage portfolio of liability customers with CMS and foreign exchange transactions with the objective of building a CA portfolio, providing superior service and deepen relationships to increase wallet share
Key products: o Liability Current Accounts from New Age business, Start Up & E-commerce sectors o Deposit Accounts o CMS and o FX Products Managed Investment & Insurance

Key Responsibilities

Strategy

Meet the business objectives initiated by the respective country Business Banking Segment
Customer focused need-based selling
Deepen customer relationship and maximize penetration

Business

Achieve MOM Business targets (NTB and NSR) as per Performance scorecard.
Segment focus, customer focused needs-based selling
Being a Business Banking Acquisition RM,



focus has to be on acquiring new HV customer relationship and fulfilling needs with respect to Liabilities, Trade & Forex for such customers as mandated by the Bank. It will also involve deepening these relationships by cross-selling various product

Processes

Operational quality - Error free customer application & documentation
Responsive and responsible selling
Practice appropriate sales and marketing skill
Ensure nil Customer complaints

People & Talent

Build a transparent and cooperative culture in which TTVC are based on support of Client Income with specific performance metrics on the Bank's values.

Risk Management

Conduct CDD, MLP & TCF diligently
Zero tolerance – Fraud, Mis-selling
Attend training, acquire knowledge and apply to job function
Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
To comply with all applicable money laundering prevention procedures and report any suspicious activity to the Unit Money Laund

📌 Associate Director (Mumbai)
🏢 Standard Chartered India
📍 Mumbai