Job Summary

Inspiring and guiding a team of front-office staff in order to achieve and exceed sales and service targets for the branch.

Key Responsibilities

Sales & Financial Targets

Maximise sales performance to achieve portfolio and revenue targets of the branch through:
Liability products [Current /Savings /Term deposits] & Lockers
Investment services & Insurance
SME, Cards & Asset Accounts
Implement cross-sell programs for mortgage, cards and third-party products and improve product per customer
Provide support for new product launches, and champion new sales initiatives
Devise and implement a customer acquisition and retention program
Nurture and upgrade the existing customer portfolio to Excel Banking/ Priority banking
Ensure adherence to cost control measures
Managing the lobby of the branch, maintaining an ambience that would put customers at ease
He/she is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the time.

Customer Service

Ensure all branch processes are followed as per laid down guidelines




Monitor CSS and Mystery Shopping ratings and ensure continuous improvement if below benchmark
Achieve good SQ audit ratings
Ensure PFM productivity is at optimum levels

People Management

Ensure branch staff work as a motivated and top performing sales and service team
Achieve high employee satisfaction and retention of good performers
Identify and address training needs of staff on an on-going basis

Others

MIS reports and compliance on all Operations health documents like KCD/KRI/OPS manual
Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, Know Your Customer and Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer
Ownership of the Archival portfolio for the department / business.
Liaising with the external vendors and ensure

📌 Portfolio Manager (India)
🏢 Standard Chartered India
📍 India