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Priority Relationship Manager

DelhiFull-timeMid levelPosted 1 week ago

Mid-level finance role at Standard Chartered in Delhi. Needs an MBA or M.Sc.

About the role

Acquisition of NRI clients & crossell of wealth products. 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)

What you'll do

  • Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time
  • Support on boarding of premium clients and create a pipeline for upgrade to priority/premium segment
  • Ensure adherence to all internal and external regulations
  • NRI Process and Knowledge -Relationship Management

What you need

  • Wealth management
  • MIS reporting
  • Reporting
  • Sales
  • Compliance
  • Risk management

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