This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ business community. Please do not contact the recruiter directly. Key Responsibilities Relationship management • Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues. • Provide qualified 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 affluent net worth customers of the Bank. Sales • Generate new 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 Self, Branches & Direct Sales team.



• Achieve "best in class" productivity 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 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

📌 Portfolio Manager (Kolkata)
🏢 Standard Chartered Bank
📍 Kolkata