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

Business

Sales and Financial Targets

• Maximize 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 new 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
• The Candidate is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the time.

Processes

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 benchmark
• Achieve positive SQ audit ratings
• Ensure PFM productivity is at optimum levels

People & Talent

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

Risk Management

Others

• MIS reports and compliance on all Operations health documents like KCD/KRI/OPS manual
• Ensure the candidate 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. The Candidate must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising off

📌 Portfolio Manager (India)
🏢 Standard Chartered India
📍 India