Job Summary
Relationship Management
- 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

Sales
- 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

Key Responsibilities
Sales MIS
- Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
- Maintain and update customer information on WMS

Service
- NPS & Customer management
- Ensure that NPS is at least in second quartile as compared to peers
- Use the online CMP system diligently and achieve > 75% of their require customer contact each month

Risk Management & Compliance
- Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
- Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
- Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same

📌 Relationship Manager (Chennai)
🏢 Standard Chartered India
📍 Chennai