Relationship Manager

Published date: 2024/01/10
  • Location: India
Role Responsibilities • RELATIONSHIP MANAGEMENT • 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 • 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. Our Ideal Candidate • 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 Visit our careers website
Company Name: Standard Chartered Bank

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