Job Summary

Motivating and guiding a team of front-office staff in order to achieve and exceed sales and service targets for the branch.

Key Responsibilities

Sales & Financial Targets

• Maximise sales performance to achieve portfolio and revenue targets of the branch through:
• Liability products [Current /Savings /Term deposits] & Lockers
• Investment services & Insurance
• SME, Cards & Asset Accounts
• Implement cross-sell programs for mortgage, cards and third party products and improve product per customer
• Provide support for new product launches, and champion recent sales initiatives
• Devise and implement a customer acquisition and retention program
• Nurture and upgrade the existing customer portfolio to Excel Banking/ Priority banking
• Ensure adherence to cost control measures
• Managing the lobby of the branch, maintaining an ambience that would put customers at ease
• He/She is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times.

Customer Service

• Ensure all branch processes are followed as per laid down guidelines




• Monitor CSS and Mystery Shopping ratings and ensure continuous improvement if below bench-mark
• Achieve good SQ audit ratings
• Ensure PFM productivity is at optimum levels

People Management

• Ensure branch staff work as a motivated and top performing sales and service team
• Achieve high employee satisfaction and retention of good performers
• Identify and address training needs of staff on an on-going basis

Others

• MIS reports and compliance on all Operations health documents like KCD/KRI/OPS manual
• Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, Know Your Customer and Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer
• Ownership of the Archival portfolio for the department / business.
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📌 Portfolio Manager (India)
🏢 Standard Chartered India
📍 India