Personal Financial Manager

Personal Financial Manager

14 Feb
|
Standard Chartered
|
Mumbai

14 Feb

Standard Chartered

Mumbai

Job: Retail Banking

Primary Location: ASEAN & South Asia-India-Mumbai

Schedule: Full-time

Employee Status: Permanent

Posting Date: 13/Feb/2020

Unposting Date: 17/Feb/2020



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 behaviours - 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 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

Maximize sales performance to achieve given revenue targets (self and branch) through liability products (Current /Savings /Term deposits), wealth management products (SIP and Insurance included)

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 at all times.

Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspection

Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs

Ensure validity and completeness of transactions processed and ensure concessions relative to exchange rate, fees, charges etc. are authorized/ overridden by appropriate authorities

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

Take responsibility for general reconciliation and control activities

Be multi-skilled to handle all kinds of transactions and services in the bank

Manage growth and attrition of the base, facilitate customer up-streaming. Improve product per customer

Ensure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD & Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer.

Responsible for health and safety for all. As part of the Health and Safety guidelines you should:

Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions; Co-operate with Management to support and promote Health and safety in the workplace;

Ensure that your actions do not put others at risk; Work in a healthy and safe manner;

Encourage others to work in a healthy and safe manner;

Report all accidents and incidents and bring to the attention of the management any hazard in the workplace

Our Ideal Candidate

Graduate/ Post Graduate

Anywhere between 1 - 4 years of overall experience

Banking knowledge, understanding of front and back office processes and procedures

Good Interpersonal Skills

Strong Communication Skills

Team-playing ability

Customer Orientation and sales Focus



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.

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