Job Summary

• Manage and grow a portfolio of priority banking clients by delivering personalised relationship management, financial needs assessment and service excellence.
• Drive sustainable revenue growth through deepening, cross-sell and acquisition while ensuring fair outcomes, conduct discipline and adherence to risk and compliance standards.
• Act as a trusted point of contact for clients, coordinating with product, service, operations and branch teams to deliver seamless client solutions.

Key Responsibilities

Client Relationship Management and Portfolio Growth

• Build, manage and deepen relationships with priority clients through regular engagement, needs-based conversations and high-quality service delivery.
• Deliver agreed business outcomes across deposits, investments, wealth, lending and other eligible banking solutions in line with client suitability and Bank standards.
• Identify opportunities for acquisition, portfolio activation and cross-sell while maintaining robust client retention and satisfaction.
• Work closely with product specialists, service teams,



branch operations and other internal stakeholders to resolve client requirements promptly and effectively.

Risk, Conduct and Operational Discipline

• Ensure all client conversations, product recommendations and account activities are conducted in line with applicable policies, regulatory requirements and conduct standards.
• Maintain accurate documentation, timely follow-ups and strong oversight of KYC, client due diligence, transaction monitoring and operational risk requirements.
• Escalate service, compliance, fraud, complaint or risk issues promptly and support timely resolution to protect clients and the Bank.

Skills And Experience

Must-have Skills

• Relationship Management
• Client Needs Analysis
• Risk and Compliance Management

Other Skills

• Sales Planning and Pipeline Management
• Stakeholder Collaboration
• Digital Banking and CRM Tools
• Communication and Client Service

Mot

📌 portfolio manager (Amritsar)
🏢 Standard Chartered India
📍 Amritsar