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Shruthi Lekha

TA Specialist at Standard Chartered Bank

Last Login: 25 October 2018

7115

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496

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4

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Job Code

606791

Standard Chartered Bank - Relationship Manager - Private Banking

10 - 20 Years.Bangalore/Chennai/Delhi NCR/Mumbai
Posted 5 years ago
Posted 5 years ago

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviors - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realize their full potential and make a positive contribution to our organization. This in turn helps us to provide better support to our broad client base.

The Role Responsibilities

- Development and maintenance of high quality relationships and structuring of financial solutions that meet customer needs.

- Contribute to the planning of sales activity and campaigns with a view to acquiring, growing and retaining customers in the NRI segment.

- Achievement of individual customer acquisition and sales targets.

- Deliver presentations to targeted potential new customers.

- Work with individual customers to qualify their requirements in relation to the product set being offered and provide service accordingly.

- Analyze individual customer risk profiles, propose suitable investment opportunities, conclude trade and follow through to execution of the sale.

- Work with colleagues to ensure a high quality, seamless Customer service.

- Deliver service to the customers that are synonymous with the Consumer brand experience being promoted by the bank.

Job Responsibilities:

Strategy

- Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW clients

Business

- Accountable for the performance of an individual's own client book.

- Deliver NNM, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).

- Generate the healthy pipeline of target market prospects and convert them into clients.

- Grow client portfolio size by deepening existing customer relationships.

- Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.

- Deliver, monitor and review solutions to clients based on client investment profile.

- Conduct periodic reviews of client accounts in accordance with established procedures.

- Deliver profitable growth by controlling costs and mitigating operational losses.

- Deliver positive client performance in line with client investment profiles

Processes

- Support the continuous improvement of processes to increase operational efficiency and effectiveness.

- Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.

- Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.

- Ensure sales management, suitability and onboarding processes are applied appropriately

People and Talent

- Collaborate with support functions, business partners, and product specialists to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions

Risk Management

- Do what is right in order to avoid reputational risks and operational losses.

- Understand the risk and control environment within area of responsibility and drive rectification as required.

- Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures.

- Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management.

Governance

- Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.

- Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture.

- Participate in Local Client Committee and other relevant committees where applicable.

- Engage with all audit report findings and ensure feedback is acted upon

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

- Support the business to achieve the outcomes set out in the Bank's Conduct Principles, such as Fair Outcomes for Clients; Financial Crime Prevention; The Right Environment.

- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

- Platform Managers

- Client Service Managers

- Product Specialists and dedicated functional partners

- Relevant Front office colleagues

Other Responsibilities

- Embed Here for good and the Group's brand and values in the team.

- Perform other responsibilities assigned under Group, Region, Country, Business or Functional policies and procedures.

- Work effectively across SCB, using values behaviors to drive overall business growth

Apply now to join the Bank for those with big career ambitions.

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Posted By

user_img

Shruthi Lekha

TA Specialist at Standard Chartered Bank

Last Login: 25 October 2018

7115

JOB VIEWS

496

APPLICATIONS

4

RECRUITER ACTIONS

Job Code

606791

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