Key Responsibilities

Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Manage the portfolio to de-risk against attrition and achieve stability of book.
Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
Serve as the one-point contact to the High-Net-Worth customers of the Bank

Business

Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)
Generate new business via sales promotions, out-marketing calls and presentations and in-branch contacts
Ensure high level of customer service in the Branch. Manage difficult customer situations
Generate current business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment




Achieve the Targets set in terms of product mix
Induction of all new customers brought in by the Branches & Direct Sales team.
Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
Achieve the budgeted cross sell targets.
Aggressive Sales call plans to acquire large prospective customers through referrals.
Ensure coverage of customer base in accordance with the approved contact plans.
Coordinate customer events for the cluster along with the product team

Processes

Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections
Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs
Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges etc. are authorized/ overridden by appropriate authorit

📌 Partner - Wealth Solutions & Global Indian Clients (India)
🏢 Standard Chartered India
📍 India