Relationship Manager, Priority at Standard Chartered Bank

In/outbound ETB advice & sales
â–ªClient deepening and retention
â–ªPortfolio of “high-value” Priority Clients besides other clients
â–ªEngage Priority & hidden affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
â–ªMeet clients when required (ie once a month)
â–ªPrepare and educate clients to interacting via Mobile/Web, Client Centre
â–ªCovers for members of Priority Team when they are not available (team)

NTB referrals from clients
â–ªAcquire and activate new clients referred from ETB clients
. Methodically engage (remote)

Needs/anchor products
â–ªIndividual banking products (Deposits, Wealth Products, Mortgage, CC)
â–ªHave complete knowledge of the clients in terms of the profile & assets
â–ªCreate analytics-backed next best conversation

2. Meet & deep sell (remote & in person)
â–ªMeet in person to meet advisory needs(once a month/quarter)
â–ªConnect client with specialists
â–ªSet up products
â–ªConduct/connect for periodic KYC
â–ªConduct fulfillment & activate

3. Service (remote)
â–ªAs needed by clients
â–ªRefer most servicing activities to Client Service Managers

1. Connect & prepare (remote)
Needs/anchor products
â–ªPL, CASA, CC, Wealth Products
â–ªConnect & start up referred leads
â–ªExplain proposition & requirements in full

2. Meet, deep sell & train (in person)

â–ªMeet, listen and determine further needs
â–ªSet up anchor products & initiate cross-sell
â–ªConduct/connect for KYC
â–ªEducate and conduct initial set up for Mobile/Web, ATMs, Client Centre, and Branch
â–ªConduct fulfillment & activate

go to method of application »

In/outbound ETB advice & sales
â–ªClient deepening and retention
â–ªPortfolio of “high-value” Priority Clients besides other clients
â–ªEngage Priority & hidden affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
â–ªMeet clients when required (ie once a month)
â–ªPrepare and educate clients to interacting via Mobile/Web, Client Centre
â–ªCovers for members of Priority Team when they are not available (team)

NTB referrals from clients
â–ªAcquire and activate new clients referred from ETB clients
. Methodically engage (remote)

Needs/anchor products
â–ªIndividual banking products (Deposits, Wealth Products, Mortgage, CC)
â–ªHave complete knowledge of the clients in terms of the profile & assets
â–ªCreate analytics-backed next best conversation

2. Meet & deep sell (remote & in person)
â–ªMeet in person to meet advisory needs(once a month/quarter)
â–ªConnect client with specialists
â–ªSet up products
â–ªConduct/connect for periodic KYC
â–ªConduct fulfillment & activate

3. Service (remote)
â–ªAs needed by clients
â–ªRefer most servicing activities to Client Service Managers

1. Connect & prepare (remote)
Needs/anchor products
â–ªPL, CASA, CC, Wealth Products
â–ªConnect & start up referred leads
â–ªExplain proposition & requirements in full

2. Meet, deep sell & train (in person)

â–ªMeet, listen and determine further needs
â–ªSet up anchor products & initiate cross-sell
â–ªConduct/connect for KYC
â–ªEducate and conduct initial set up for Mobile/Web, ATMs, Client Centre, and Branch
â–ªConduct fulfillment & activate