Job Summary

• Creates and conducts proposal presentations for the portfolio assigned.
• Responsible to maintain cordial relationship with the corporate clients.
• Drive revenue growth to the business with the existing and recent corporate customers.
• Ensure knowledge about the market all times to upgrade and rise up to the occasion.
• Ensure that individual targets are met, along with group targets.
• Ensure productivity and cross-sell various products.
• Focus on acquiring new clients - identification of targets
• Plan the client acquisition strategy.
• Resolving customer queries and other service issues to maintain customer satisfaction and to meet client excellence.
• Leveraging business from new and established client relationships.
• Managing both assets and liabilities.

Key Responsibilities

Strategy

• Meet the business objectives initiated by the respective country Retail Clients business
• Customer focus need-based selling
• Deepen customer relationship and maximize penetration




• Fulfils corporate employees’ banking needs including payroll and other retail products.

Business

• Achieve personal sales target
• Segment focus, customer focus needs-based selling
• Actively reducing Non- funding, Sales Error and Increase the Premium Sourcing.
• Job requires generating referrals / cross-selling other products of the bank, such as investments, insurance, mortgages, credit cards, personal loans etc All relevant internal and external certification to be completed prior to referring / selling wealth products.
• Help Drive the Employee Banking one bank agenda

Processes

• Operational quality - Errors free customer application & documentation
• Responsive and responsible selling
• Practice appropriate sales and marketing

Risk Management

• Conduct CDD, MLP & TCF diligently
• Zero tolerance – Fraud, Mis-selling
• Attend training, acquire knowledge and apply to job function

Governance

• Adhere to all policies, guidelines and procedures, comply with local regulatory

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