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 Strategy • Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening • Migrate client transactions to the digital platform • Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client portfolio for limited defined period of time and create a pipeline for upgrade to Priority Segment • Engage premium clients by identifying and meeting needs, including via cross sell of retail banking products • Follow the applicable contact management approach to drive engagement with premium clients - execute applicable sales campaigns as designed and released by country segment teams • Conduct 'Needs based conversations' with clients to provide suitable products.



Focus on building relationship via consultative selling approach • Maximize sales performance to achieve revenue targets of the segment/ channel - Meet or exceed applicable scorecard targets • Follow up and manage expectations of clients to ensure timely processing of sales transactions • Drive digital adoption among clients • Manage customer expectations and customer satisfaction tracked via RTF and NPS scores Business • Generate revenue and contribute to profitable growth by focusing on: • Growing the Liabilities relationships • Expanding and deepening revenue streams through Wealth Management and Retail Assets products • Improving deposit mix comprising savings accounts and term deposits • Delivering Current sales revenue as per set targets • Grow FUM qualified clients • Upgrade clients to Priority banking • Drive wealth penetration by activating new clients Processes • Ensure satisfactory ratings in all internal/external audits. • Ensure compliance to all process notes and circulars issued from

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