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Portfolio Manager Branch

MumbaiFull-time1–4 yrsPosted 1 week ago

Closed

Junior finance role at Standard Chartered in Mumbai. Needs 1+ years and a degree.

About the role

Portfolio Manager Branch at Standard Chartered. Servicing primarily walk-in customers to fulfil the specific transactional requirements of the customer through high-quality customer service while increasing product….

What you'll do

  • Servicing primarily walk-in customers to fulfil the specific transactional requirements of the customer through high-quality customer service while increasing product…
  • Maximize sales performance to achieve given revenue targets (self and branch) through liability products [Current /Savings /Term deposits]
  • Generate new business via sales promotions, out-marketing calls and presentations and in-branch contacts
  • Participate actively in branch sales planning to generate action plans for meeting targets
  • He/she is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the time

What you need

  • Sales
  • Wealth management
  • MIS reporting
  • KYC
  • Cross-selling
  • Reconciliation

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