successfactors
Partner - Wealth Solutions & Global Indian Clients
Standard Chartered
Delhi, IND
Full-time
Mid · 2+ years experience
Onsite
Discovered Today
WMSCMP
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WMSCMP
Role Overview
Relationship Management • Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. • Provide professional customer service to achieve a high percentage of customer satisfaction and retention. • Manage the portfolio to de-risk against attrition and achieve stability of book. • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. • Serve as the one-point contact to the High-Net-Worth customers of the Bank
Sales • Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment • Achieve the Targets set in terms of product mix • Induction of all new customers brought in by the Branches & Direct Sales team. • Achieve “best in class” productivity in order to maximize the efficacy of the sales process. • Achieve the budgeted cross sell targets. • Aggressive Sales call plans to acquire large prospective customers through referrals. • Ensure coverage of customer base in accordance with the approved contact plans. • Coordinate customer events for the cluster along with the product team
Sales MIS • Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.) • Maintain and update customer information on WMS
Service • NPS & Customer management • Ensure that NPS is at least in second quartile as compared to peers • Use the online CMP system diligently and achieve > 75% of their require customer contact each month
Key Skills for This Role
WMSCMP
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Job Summary
Relationship Management • Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. • Provide professional customer service to achieve a high percentage of customer satisfaction and retention. • Manage the portfolio to de-risk against attrition and achieve stability of book. • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. • Serve as the one-point contact to the High-Net-Worth customers of the Bank
Sales • Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment • Achieve the Targets set in terms of product mix • Induction of all new customers brought in by the Branches & Direct Sales team. • Achieve “best in class” productivity in order to maximize the efficacy of the sales process. • Achieve the budgeted cross sell targets. • Aggressive Sales call plans to acquire large prospective customers through referrals. • Ensure coverage of customer base in accordance with the approved contact plans. • Coordinate customer events for the cluster along with the product team
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