Key Responsibilities

Relationship Management

• Build and deepen relationships with existing Prime Customers to achieve increase in share of wallet and revenues.
• Provide skilled 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 customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one-point contact to the high affluent net worth customers of the Bank.

Sales

• Generate new 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
• Induction of all new customers brought in by Self, Branches & Direct Sales team.
• Achieve “best in class” productivity 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.
• Coordinate customer events for the cluster along with the product team

Sales MIS

• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
• Maintain and update customer information on WMS

Service

• NPS & Customer management
• Ensure that NPS is at least in second quartile as compared to peers
• Use the online CMP system diligently and achieve > 75% of their require customer contact each month

Risk Management & Compliance

• Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
• Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
• Ensure full awareness of all policies relating to operational risk, sales processes, mis selling, etc. and comply with the same
• Rea

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