Affluent Acquisition Manager-NRI Banking

Job Description Job SummarySource affluent New To Bank Global Indian clients for Standard Chartered Bank India & UAE through various sourcing channels including self-sourcing.Key Responsibilities Source affluent New To Bank Global Indian clients for SCB India & UAE through various sourcing channels including self-sourcing. Engage with Global Indian Affluent Clients through referrals from existing clients to acquire for multi jurisdiction.Strategy Tele- calling on the given client base to cross-sell Global Indian proposition. Conversion on Digital Leads as and when assigned on monthly basis. Acquiring and Qualifying New To Bank clients to bank s Affluent segment with defined thresholds for both Standard Chartered Bank India & UAE through various sourcing channels including self-sourcingBusiness Source affluent New To Bank Global Indian clients for Standard Chartered Bank India & UAE through various sourcing channels including self-sourcing. Engage with Global Indian Affluent Clients through referrals from existing clients to acquire for multi jurisdiction. Tele- calling on the given client base to cross-sell Global Indian proposition. Conversion on Digital Leads as and when assigned on monthly basis. Acquiring and Qualifying New To Bank clients to bank s Affluent segment with defined thresholds for both Standard Chartered Bank India & UAE through various sourcing channels including self-sourcing Ensure bank charges / terms and conditions are clearly communicated to all New To Bank clients at the time of sourcing. Activate New To Bank clients, set up and guide clients on remote channel usage i.e., Online Banking, Mobile Banking, Debit Card Activation through Client Centre. Engaging with tagged Relationship Managers to deepen client relationships through effective client engagement. (Introductory emails, regular follow up with India RMs to assist the client on their banking needs). Provide professional client service to achieve a high percentage of client satisfaction and retention. Serve as the one-point contact to the High Net Worth clients of the Bank. Meet the client in person and understand the client needs. Acquire clients through anchor products (Accounts and Deposits) Generate new business to achieve defined targets in terms of no. of clients, FUM and revenue for the segment. Follow Daily Sales Plan and Contact Ratios to acquire prospective clients through referrals. Maintain complete and detailed knowledge of all the assigned products. Coordinate client events for the unit along with the product team. Maintain accurate and up to date activity records in daily sales log & update lead status on CEMS. Completion of all mandatory risk and compliance training including e-learning within stated timeframes. Proactive identification of risks and concerns including escalation to all relevant stakeholders. Ensure strict adherence to all group standards of AML/CDD guidelines, Compliance procedures and Processes. All the legal, operational and compliance guidelines provided by the bank are adhered to.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 [Global Indian Acquisition 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.Key stakeholders Priority Banking Team, Standard Chartered Bank UAE NRI Unit, SCB UAE NRI Segment Team, Standard Chartered Bank India NRI Client Service Manager, Standard Chartered Bank India NRI RM, SCB India Operational Risk Team, Standard Chartered Bank UAE Client Onboarding Team, Standard Chartered Bank India Sky Team- Standard Chartered Bank India SBIM Team India & UAEOther Responsibilities Perform other responsibilities as assigned under Group, Country, Business or Functional policies and procedures.Skills And Experience Manage Conduct Manage Risk Manage People Spot Opportunities Solve Problems Take the Lead Build ResilienceQualifications University Graduate. Relevant experience in sales and relationship management. Previous experience of Deposits / Liability in UAE & India market. Previous Direct Sales experiences in UAE & India market Demonstrated ability in sales planning. Strong communication and negotiation skills with the ability to influence outcomes. Networking ability to manage interdepartmental deliverables. Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit. Good understanding of the business environment in UAE preferably with direct contacts with the local HNI community. Computer literacy at the user level. Adapting to multi-cultural environment. In-depth knowledge of capital markets and financial planning.