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Relationship Service Manager

3.00 to 6.00 Years   Mumbai City   16 Aug, 2022
Standard Chartered Bank Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    *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. Its about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good. Were committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.The Role Responsibilities
    • Build and expand client relationship through delivery of high quality service
    • Support Relationship Managers in acquiring, retaining and deepening banking relationship with clients
    • Provide internal relief support
    • Assist on control environment in International Banking
    Sales Support
    • Refer clients with banking needs to respective RMs
    • Co-ordinate on weekly and monthly sales reporting
    • Co-ordinate on promotion campaign product bundling fulfillment, MGM, SGM and etc
    Portfolio Management
    • Handle Tagging and retagging customer status (upgrade/regrade)
    • Handle conversion of account eg sole account to join account, compiling of household relationship
    • Monitor the progress of customer s applications and other instruction (both financial and non financial)
    • Co-ordinate and reply to all customer enquires via phone-in or emails
    • To assist in building high portfolio contactibility within existing PiB customer base
    • Monitor incomplete CDD related documents and assist the RM to follow-up and rectify the CDD deficency
    • Support in ensuring RMs attend to their morning excesses report
    • Assist the RM for CASA account opening via SAO
    • Ensure Accurate & Timely submission of account / Wealth document to Branch Ops / Banking Ops
    Customer Management
    • Ensure proper communication to clients via phone calls/letters when there are changes in RMs
    • Relief RMs when they are on leave or out of office or vacant portfolios
    • Servicing walk-ins clients transactions when RM is absence or not available
    • Providing regular updates to customers on banking promotion and events
    • Regular contact with clients on FD maturity
    • Follow up on customer queries/ requests and issuing of clients reference letters
    • Support RM in investigation and documentation of complaints in timely manner
    • Collating RSVP for client events and reminder call to customer before the event
    • Assist to affect and monitor progress of clients service requests in CEMS (or equivalent)
    Risk Management
    • Perform callback on fax LI (above threshold) only
    • Review and comment on the Daily Aggregate Large Item Report, in absence of RM
    • Raise STR if necessary
    • Forwarding and keeping track of all documentations which require senior managers approval
    • Ensure proper follow up on the outstanding risk, CAU, document and overall control culture in the teams
    Administrative
    • To provide relief coverage for Service ambassadors for PB centres Ensure cleanliness and general upkeep of PB centres
    • Leave and claims management
    • Arranging for courier service for PB clients
    • Raising RMS & EPro
    • Tracking of CDP hours
    KEY MEASURABLES
    • Number of Ops/fraud losses
    • Number of exceptions pick up during CST / audit
    • Number of complaints / Compliment from customer
    Apply now to join the Bank for those with big career ambitions. To view information on our benefits including our flexible working please visit our career pages . We welcome conversations on flexible working.,

Keyskills :
salescustomer servicespare partsworkshopaccount opening

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