Acquisition of NRI clients & crossell of wealth products. Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)
Provide support for new product launches, and champion recent sales initiatives. Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions. Coordinate customer events along with the product team
Ensure effective Relationship Management by monitoring the movement of the top customers of the branch, devise and implement a customer
Key Responsibilities
Strategy
Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time.
Business
Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment
Processes
Ensure adherence to all internal and external regulations
People & Talent
NRI Process and Knowledge -Relationship Management Skills
Risk Management
Monitor all major risk issues and concentrations. Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees
Governance
Follow Group code of conduct/zero audit finding/no mis selling/ no fraud
Regulatory & Business Conduct
Display exemplary conduct and live by the Group’s Values and Code of Conduct.
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
NR Segment / Wealth Management
Skills
📌 Senior Business Relationship Manager (Mumbai)
🏢 Standard Chartered India
📍 Mumbai
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