Head - Affluent Portfolio, Sales Coverage & RM Enablement (Mumbai)

Head - Affluent Portfolio, Sales Coverage & RM Enablement (Mumbai)

01 Sep
|
Standard Chartered Bank
|
Mumbai

01 Sep

Standard Chartered Bank

Mumbai

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. Job Summary The role involves designing & managing the Affluent RM sales coverage strategy and driving frontline enablers to realise Affluent business aspirations and build a client continuum through frontline coverage Key Responsibilities Strategy Design the affluent sales coverage strategy including RM-client loading, scorecards, productivity Design enablers to drive upskilling and retention of RMs Monitor sales performance, productivity & participation to align with business goals Design a client continuum for high-end affluent clients through sales coverage Business Design affluent sales coverage strategy - define RM-client loading guidelines and a process for continuous RM-client mapping and movement Design, implement & monitor RM scorecards. Track efficacy of scorecards on portfolio behaviour, RM performance and participation Define and track benchmark productivity thresholds.



Drive campaigns and tactical incentive programmes Design a client continuum for high-end affluent clients through sales coverage based on assets under management / product holdings Drive the RM to client contact strategy Design recent RM onboarding journey, covering training, certification and engagement Design strategy for RM enablement & upskilling covering continuous learning & development pathways across industry trainings, internal product trainings, management development programmes Ensure best-in-class NPS and employee engagement scores for RMs Track and monitor voice of frontline surveys, actively seek feedback to improve RM engagement and adoption Implement and drive adoption of RM facing tech platforms across CRMs and transaction execution. Assess gaps in implementation, benchmark with competition and lead tech-led client engagement through RMs Processes Implement robust processes for R

📌 Head - Affluent Portfolio, Sales Coverage & RM Enablement (Mumbai)
🏢 Standard Chartered Bank
📍 Mumbai

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