• Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time.
• Engage NR Personal Banking clients by identifying and meeting needs via cross sell of retail banking products. Primary focus will be on increasing penetration of wealth and insurance along with improving CASA AUM
• Follow the applicable contact management approach to drive engagement with NR Personal Banking clients. Execute applicable sales campaigns as designed and released by country segment teams
• Drive ‘Needs based conversations’ with clients to provide suitable products. Focus on building relationship via consultative selling approach
• Meet or exceed applicable scorecard targets
• Handle Client led product requests triggered via ATL/Online pull activities
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Help drive digital adoption among clients
• Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment
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
• Follow CER Guideline while interacting with customers
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 ens
📌 Relationship Manager (Mumbai)
🏢 Standard Chartered India
📍 Mumbai
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