This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Key Responsibilities

• Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management
• Focus on the analysis and satisfaction of Priority Customers' financial as well as investment needs and objectives.
• To provide the face of the Bank to the highest net worth customers of the Bank.

Relationship Management
• Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.
• Provide qualified 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
Sales
• Generate new 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
Sales MIS
• Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
• Maintain and update customer information on WMS

Service
• NPS & Customer management
• Ensure that NPS is at least in second quartile as compared to peers
• Use the online CMP system diligently and achieve > 75% of their require customer contact each month
Risk Management & Compliance
• Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
• Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
• Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same
• Read, understand and comply with all provisions of the Group Code of Conduct
Regulatory & Business Conduct
• Display exemplary conduct and live by the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit,



all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Skills and Experience

• Account Management
• Addressing Customer Needs
• Anti-money Laundering Policies and Procedures
• Bank Account Features and Services
• Cross-Selling
• Customer Retention

Qualifications

• Graduate/ Post Graduate, consistent academic career
• Extensive sales experience (2 to 5 years)
• Sales focused and highly target oriented
• Able to pick up new concepts quickly
• Able and excited about going out to meet new customers
• Competitive awareness & benchmarking
• Excellent communication, interpersonal & relationship building skills
• Banking knowledge
• Management Information Skills
• Good Interpersonal Skills
• Customer and Service Orientation

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for go

📌 Associate Director (Kolkata)
🏢 Standard Chartered Bank
📍 Kolkata