Job Summary

• Relationship Management

Key Responsibilities

• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Manage the portfolio to de-risk against attrition and achieve stability of book.
• Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
• Serve as the one-point contact to the High Net Worth customers of the Bank

Business

• Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)
• Generate recent business via sales promotions, out-marketing calls and presentations and in-branch contacts
• Ensure high level of customer service in the Branch. Manage difficult customer situations
• Generate current business to achieve defined targets in terms of no.



of customers, volumes and revenue for the segment
• Achieve the Targets set in terms of product mix
• Induction of all new customers brought in by the Branches & Direct Sales team.
• Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
• Achieve the budgeted cross sell targets.
• Aggressive Sales call plans to acquire large prospective customers through referrals.
• Ensure coverage of customer base in accordance with the approved contact plans.
• Coordinate customer events for the cluster along with the product team

Processes

• Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections
• Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs
• Ensure validity and completeness of transactions processed and ensure concessions relative to exchan

📌 Partner - Wealth Solutions & Global Indian Clients (Mumbai)
🏢 Standard Chartered India
📍 Mumbai