Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management
Focus on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives.
To provide the face of the Bank to the highest net worth customers of the Bank.
Strategy
Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment
Business
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.
Processes
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
Risk Management & Compliance
Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.
Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.
Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same
Read, understand and comply with all provisions of the Group Code of Conduct.
Regulatory & Business Conduct
Display exemplary conduct and live by the Group’s Values and Code of Conduct.
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Lead the team to achieve the outcomes set out in the Bank’s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
