Job Summary
- Manage and grow a portfolio of priority banking clients by delivering personalised relationship management, financial needs assessment and service excellence.
- Drive sustainable revenue growth through deepening, cross-sell and acquisition while ensuring fair outcomes, conduct discipline and adherence to risk and compliance standards.
- Act as a trusted point of contact for clients, coordinating with product, service, operations and branch teams to deliver seamless client solutions.

Key Responsibilities
Client Relationship Management and Portfolio Growth
- Build, manage and deepen relationships with priority clients through regular engagement, needs-based conversations and high-quality service delivery.
- Deliver agreed business outcomes across deposits, investments, wealth, lending and other eligible banking solutions in line with client suitability and Bank standards.
- Identify opportunities for acquisition, portfolio activation and cross-sell while maintaining strong client retention and satisfaction.
- Work closely with product specialists, service teams,



branch operations and other internal stakeholders to resolve client requirements promptly and effectively.

Risk, Conduct and Operational Discipline
- Ensure all client conversations, product recommendations and account activities are conducted in line with applicable policies, regulatory requirements and conduct standards.
- Maintain accurate documentation, timely follow-ups and robust oversight of KYC, client due diligence, transaction monitoring and operational risk requirements.
- Escalate service, compliance, fraud, complaint or risk issues promptly and support timely resolution to protect clients and the Bank.

Skills And Experience
Must-have Skills
- Relationship Management
- Client Needs Analysis
- Risk and Compliance Management

Other Skills
- Sales Planning and Pipeline Management
- Stakeholder Collaboration
- Digital Banking and CRM Tools
- Communication and Client Service

Motivation

📌 portfolio manager (Amritsar)
🏢 Standard Chartered India
📍 Amritsar