Relationship Manager - SME BWC

Standard Chartered India; Kolkata District; On-site; INR 600,000 - 900,000; Full time

Job summary

Standard Chartered India seeks a focused sales professional to drive revenue from working capital products for NTB clients. The role emphasizes meeting OPAC criteria, tracking quarterly churn, and onboarding NTB clients with trade and Bundles Fx opportunities.

Key duties include digitalizing NTB/ETB portfolios to enable activation on the s2b platform, maintaining zero overdue covenants, and leveraging cross-sell potential with BWC clients while upholding regulatory and ethical standards.

Qualifications

• Postgraduate degree with IRDA and AMFI certifications.
• Experience in revenue generation from working capital products.
• Knowledge of OPAC criteria, quarterly churn, and HV transactions.

Responsibilities

• Responsible for revenue resulting from the sale of working capital products to NTB clients.
• Ensure OPAC criteria are satisfied, including quarterly account churn and HV transaction tracking.
• Onboard NTB clients with scope for Trade and Bundles Fx.
• Digitize NTB/ETB accounts so clients can be activated on the s2b platform.

Skills

Client Handling

Collaboration

Relationship Management

Sales Orientation

Service Orientation

Education

Post Graduate , IRDA and AMFI

Job description

• Responsible for Revenue resulting from the sale of working capital products from NTB clients.
• Ensure to have OPAC (Operating Account) criteria satisfied, for example, Quarterly Churning in account, Tracking HV transactions
• NTB clients to onboard where there is a scope of Trade and Bundles Fx.
• Ensure to digitalize all the NTB/ETB accounts of portfolio so that all clients can be activated in s2b platform.
• Ensuring NIL Overdues and all covenants like Stock and Book Debt Statement / Stock Audit/NPA reporting are complied with.
• Cross Sell to BWC Clients.

Job Summary

• Responsible for Revenue resulting from the sale of working capital products from NTB clients.
• Ensure to have OPAC (Operating Account) criteria satisfied, for example, Quarterly Churning in account, Tracking HV transactions
• NTB clients to onboard where there is a scope of Trade and Bundles Fx.
• Ensure to digitalize all the NTB/ETB accounts of portfolio so that all clients can be activated in s2b platform.
• Ensuring NIL Overdues and all covenants like Stock and Book Debt Statement / Stock Audit/NPA reporting are complied with.
• Cross Sell to BWC Clients.

Key Responsibilities

• Responsible for Revenue resulting from the sale of working capital products from NTB clients.
• Ensure to have OPAC (Operating Account) criteria satisfied, for example, Quarterly Churning in account, Tracking HV transactions
• NTB clients to onboard where there is a scope of Trade and Bundles Fx.
• Ensure to digitalize all the NTB/ETB accounts of portfolio so that all clients can be activated in s2b platform

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, **??**

Skills And Experience

• Client Handling
• Collaboration
• Relationship Management
• Sales Orientation
• Service Orientation

Qualifications

• Post Graduate , IRDA and AMFI

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.