Sr. Business Relationship Manager - NR

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 2 years ago
5-10 years
Bangalore Rural, Karnataka, India
Stock Market Trading Asset & Wealth Management
Work From Office
Full Time

Posted: 2 years ago
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Job Description

Role Responsibilities

Job Summary

The purpose of the role is to

  • Achieving revenue targets by acquiring, growing and deepening NRI client relationships through effective relationship management & Acquisition strategy. Focus on the analysis and satisfaction of NRI customers’ financial as well as investment needs and objectives.sss

Business Drivers

  • Maximize sales performance to achieve given revenue targets for self and team as well as that of the branch through liability products [Current /Savings /Term deposits], wealth management products and asset related products (secured, unsecured)
  • Provide support for new product launches, and champion new sales initiatives. Device strategies to acquire large prospective customers through referrals, maximize market share in the catchment area of the branch, by below the line activities and promotions. Coordinate customer events along with the product team
  • Ensure effective Relationship Management by monitoring the movement of the top customers of the Segment devise and implement a customer acquisition and retention programme. Improve product per customer holding.
  • Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints
  • Monitor customer satisfaction survey ratings, net promoter score or any other survey/ feedback ratings taken from customers and ensure continuous improvement if below bench-mark, sustain and better quality service
  • Achieve “best in class” productivity in order to maximize the efficacy of the sales process.
  • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
  • He/She is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times

Key stakeholders

  • NRI Customers

Other Responsibilities

  • Embed Here for good and Group’s brand and values in XXXX [country / business unit / team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats);

Our Ideal Candidate

  • Customer Experience
  • Operational quality - Error free customer application & documentation
  • Responsive and responsible selling
  • Practice appropriate sales and marketing skill
  • Ensure nil Customer complaints
  • Risk Assurance
  • Conduct CDD, MLP & TCF diligently
  • Zero tolerance – Fraud, Mis-selling
  • Attend training, acquire knowledge and apply to job function
  • Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
  • IRDA, AMFI,

Role Specific Competencies

  • Relationship Management
  • Client Orientation
  • Wealth Management

About Standard Chartered

Were an international bank, nimble enough to act, big enough for impact. For more than 160 years, weve 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 youre 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 cant 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 good are achieved by how we each live our valued behaviours. When you work with us, youll see how we value difference and advocate inclusion. Together we:

  • Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  • Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  • Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
  • Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with with minimum global standards for annual and public holiday, which is combined to 30 days minimum
  • Flexible working options based around home and office locations, with flexible working patterns
  • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
  • Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role youve applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

  • Visit our careers website www.sc.com/careers
  • Job: Retail Banking
  • Primary Location: Asia-India-Bangalore
  • Schedule: Full-time
  • Employee Status: Permanent
  • Posting Date: 05/Apr/2024, 2:33:53 PM
  • Unposting Date: Ongoing

Skills

InvestmentAmfiInsuranceOptionsRelationship ManagementSalesSrWealth ManagementAnalysisMarketingTrainingAcquisitionRevenueClient RelationshipsNriLife InsuranceCustomer AcquisitionManagerFinancialStrategyAssetsManagement

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About Company

Standard Chartered, a renowned multinational banking and financial services company, offers a rich tapestry of opportunities through Standard Chartered Careers. This platform invites ambitious individuals to explore roles in retail banking, corporate finance, wealth management, and more, across its vast global network. Standard Chartered is committed to fostering a diverse and inclusive workplace, emphasizing innovation, sustainability, and community engagement. Standard Chartered Careers not only propel professionals forward but also equip them with skills for the future financial landscape. Joining Standard Chartered means becoming part of a team dedicated to making a positive impact while pursuing personal and professional growth.

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