Partner - Wealth Solutions & Global Indian Clients (Mumbai)

Partner - Wealth Solutions & Global Indian Clients (Mumbai)

16 Aug
|
Standard Chartered Bank
|
Mumbai

16 Aug

Standard Chartered Bank

Mumbai

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Requisition Number: 58061

Job Location: Mumbai, IND

Global Grade: Band 6

Work Type: Office Working

Employment Type: Permanent

Posting Start Date: 24/07/2026

Posting End Date: 02/08/2026

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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 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

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

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