Job Summary

Portfolio Management

• Primary accountability for deepening values and fee generation from the portfolio by providing superior service to facilitate trade and foreign exchange transactions.
• Client servicing through the Bank’s “Out serve” mode with the aim of Customer delight.
• Implementing cross sell opportunities and ensure that SCB gets the maximum share of the wallet.
• Develop account plans for customer relationships with revenue and value-add objectives, to ensure monthly profit targets as agreed are met and exceeded.
• Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.

Sales Management And Process Adherence

• Responsible to ensure that all current and existing customer documents are as per group standards on KYC.
• Awareness and compliance of all the policies and procedures issued in relation to money laundering prevention for customer transactions.
• Maintain proactive relations with all internal and external customers.
• Maintain standard MIS pack and follow the Sales Management Process.





Key Responsibilities

Strategy:

• 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 of Forex
• Induction of all new customers brought in by the Branches & Direct Sales team.
• Achieve “best in class” productivity in order 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

Business

• Build and deepen relationships with existing Business Clients to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of bo

📌 Relationship Manager (Mumbai)
🏢 Standard Chartered India
📍 Mumbai