Portfolio Manager - NR

Standard Chartered Bank; Hyderabad; Hybrid; INR 900,000 - 1,500,000; Full time

Benefits offered by this job

Inclusive culture

Fair pay

Retirement savings & insurance

Paid time off

Flexible working

Wellbeing support

Learning & development

Job summary

Standard Chartered is seeking an experienced professional to drive profitable portfolio growth for NR clients in India, focusing on NSR, AUM, and deposits while expanding cross-sell across wealth and insurance products.

The role emphasizes proactive client engagement, risk governance, and regulatory compliance, with collaboration across product, operations, and service teams to ensure seamless onboarding and service quality.

Responsibilities

• Drive portfolio revenue growth through NSR generation, liability acquisition, and product penetration across the NR client portfolio.
• Increase AUM through insurance, investment, and wealth solutions.
• Grow deposit balances by acquiring and deepening Savings Account relationships and driving incremental deposit footings.
• Deliver sustainable portfolio growth through Net New Money acquisition and client wallet share expansion.
• Acquire and retain Priority-qualified clients while improving portfolio quality and profitability.
• Strengthen customer engagement through proactive portfolio management and needs-based financial advisory.
• Ensure superior customer experience by achieving CIP and CSS objectives.
• Maintain governance and risk discipline by ensuring timely regulatory reviews and compliance requirements.
• Partner with product, operations, and service teams to deliver onboarding and servicing experience.
• Monitor portfolio performance against KPIs and execute action plans to achieve revenue, acquisition, and service targets.
• Ensure Balanced Scorecard is qualified consistently.
• Drive client engagement in line with coverage model and own client portfolio for a defined period.

Job description

Key Responsibilities

• Drive portfolio revenue growth through New Sales Revenue (NSR) generation, liability acquisition, and product penetration across the NR client portfolio.
• Increase Assets Under Management (AUM) through insurance, investment, and wealth solutions.
• Grow deposit balances by acquiring and deepening Savings Account relationships and driving incremental deposit footings.
• Deliver sustainable portfolio growth through Net New Money (NNM) acquisition and effective client wallet share expansion.
• Acquire and retain Priority-qualified clients while improving portfolio quality and profitability.
• Strengthen customer engagement through proactive portfolio management, regular client interactions, and needs-based financial advisory.
• Ensure superior customer experience by achieving CIP and Customer Satisfaction Score (CSS) objectives.
• Maintain strong governance and risk discipline by ensuring timely completion of regulatory reviews, trigger reviews, and compliance requirements.
• Partner with product, operations, and service teams to deliver seamless client onboarding and servicing experience.
• Monitor portfolio performance against defined KPIs and execute action plans to achieve revenue, acquisition, and service targets.
• Ensure Balanced Scorecard is qualified in a consistent manner
• Drive client engagement in line with coverage model. Own client portfolio for limited defined period of time.

Business

• Drive profitable growth of the Non-Resident (NR) portfolio through revenue generation, deposit acquisition, investment and insurance penetration, client acquisition, portfolio deepening, and disciplined risk and compliance management while delivering a superior customer experience.

Processes

• Ensure adherence to all internal and external regulations

People & Talent

• NRI Process and Knowledge -Relationship Management Skills

Risk Management

• Monitor all major risk issues and concentrations. Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees

Governance

• Follow Group code of conduct/zero audit finding/no mis selling/ no fraud

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.
• Effectively and collaboratively identify, escalation, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Skills and Experience

Qualifications

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
• In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global employee assistance programme, sick leave, mental health first-aiders and self-help toolkits.
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.

Visit our careers website to learn more about us: www.sc.com/careers.