Managing Partner - Wealth Solutions & Global Indian Clients

Standard Chartered India; Jaipur; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Standard Chartered India is seeking a Relationship Manager in retail banking to build deep ties with Priority Customers, increase wallet share, and drive sustainable revenue growth. The role demands active new business generation, rigorous MIS updates, and proactive cross-selling within a compliant framework.

You will manage a portfolio, ensure high customer satisfaction, and act as a primary contact for high-net-worth clients, requiring strong communication and banking knowledge.

Qualifications

• Graduate or post-graduate with a consistent academic career.
• 2–5 years of sales experience within financial services.
• Strong communication and relationship-building capabilities.

Responsibilities

• Build and deepen relationships with Priority Customers to grow share of wallet.
• Generate new business to meet defined sales targets and cross-sell products.
• Update and maintain Sales MIS and customer information in WMS.
• Ensure high customer satisfaction, retention, and compliance with policies.
• Adhere to Group Code of Conduct and regulatory requirements.

Skills

Extensive sales experience

Sales-focused & target oriented

Excellent communication, interpersonal

Able to pick up new concepts quickly

Able to meet new customers

Competitive awareness & benchmarking

Banking knowledge

Management Information Skills

Good Interpersonal Skills

Customer and Service Orientation

Education

Graduate/ Post Graduate

Tools

WMS

Sales MIS

Job description

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

Key Responsibilities

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

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 Groups 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 to achieve the outcomes set out in the Banks Conduct Principles. Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters. Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association.

Skills And Experience

• Graduate/ Post Graduate, consistent academic career
• Extensive sales experience (2 to 5 years)
• Sales focused and highly target oriented
• Able to pick up new concepts quickly
• Able and excited about going out to meet new customers
• Competitive awareness & benchmarking
• Excellent communication, interpersonal & relationship building skills
• Banking knowledge
• Management Information Skills
• Good Interpersonal Skills
• Customer and Service Orientation

Role Specific Technical Competencies

• Good Interpersonal Skills
• Customer and Service Orientation
• Banking knowledge
• Management Information Skills
• Competitive awareness & benchmarking
• Excellent communication, interpersonal & relationship building skills
• Able to pick up new concepts quickly
• Able and excited about going out to meet new customers
• Coordinate customer events for the cluster along with the product team
• Aggressive Sales call plans to acquire large prospective customers through referrals.

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together We

Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we doNever settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so wellAre better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What We Offer

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