Job Summary

Portfolio Management

Primary accountability for deepening values and fee generation from the portfolio by providing superior service to facilitate trade and Foreign exchange transactions.
Client servicing through the Bank’s “Outserve” mode with the aim of Customer delight.
Implementing cross sell opportunities and ensure that SCB gets the maximum share of the wallet.
Develop account plans for customer relationships with revenue and value-add objectives, to ensure monthly profit targets as agreed are met and exceeded.
Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.

Sales Management and Process adherence:

Responsible to ensure that all current and existing customer documents are as per group standards on KYC .
Awareness and compliance of all the policies and procedures issued in relation to money laundering prevention for customer transactions.
Maintain proactive relations with all internal and external customers.
Maintain standard MIS pack and follow the Sales Management Process.





Key Responsibilities

Strategy

Generate recent 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 of Forex
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

Business

Build and deepen relationships with existing Business Clients 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 c

📌 Relationship Manager Sme Liabilities Mumbai
🏢 Standard Chartered India
📍 Mumbai