Job Summary

• Own, manage and grow a portfolio of priority banking clients by delivering personalised relationship management, holistic financial needs analysis and consistently high service standards.
• Achieve sustainable portfolio growth through quality acquisition, deepening, retention and needs-based cross-sell across deposits, investments, protection, lending and digital solutions, while ensuring suitability and fair client outcomes.
• Serve as the primary relationship contact and trusted banking partner for priority clients, coordinating product specialists, service, operations and branch teams to deliver timely, seamless solutions within the Bank’s risk and conduct framework.

Key Responsibilities

Client Relationship Management and Portfolio Growth

• Act as an individual contributor with end-to-end ownership of an assigned priority-client portfolio, including acquisition, activation, engagement, deepening, retention and service recovery.
• Develop a structured client-contact plan and conduct regular portfolio reviews to understand financial goals, life-stage needs,



risk appetite and emerging service requirements.
• Deliver agreed outcomes across deposits, investments, wealth, protection, lending and other eligible banking solutions through suitable, needs-based recommendations and quality referrals.
• Build a disciplined acquisition pipeline through referrals, branch opportunities, campaigns and local market engagement, while improving portfolio activation, share of wallet and client retention.
• Provide responsive, high-quality service and coordinate product specialists, service teams, branch operations and other stakeholders to resolve client needs, complaints and exceptions promptly.
• Maintain accurate and timely activity, prospect and client information in approved CRM and sales-management tools.

Risk, Conduct and Operational Discipline

• Conduct all client interactions, needs assessments, referrals and product discussions in accordance with app

📌 Sr. Relationship Manager (Amritsar)
🏢 Standard Chartered India
📍 Amritsar