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The Portfolio Manager - Branch position sits in the Standard Chartered office in Chennai.
• Motivating and guiding a team of front-office staff in order to deliver on and exceed sales and service targets for the branch.
Sales & Financial Target
Maximise sales performance to reach portfolio and revenue targets of the branch through:
• Liability products [Current /Savings /Term deposits] & Lockers
• Investment services & Insurance
• SME, Cards & Asset Accounts
• Implement cross-sell programs for mortgage, cards and third party products and upgrade product per customer
• Offer support for new product launches, and champion new sales initiatives
• Devise and implement a customer acquisition and retention program
• Nurture and upgrade the existing customer portfolio to Excel Banking/ Priority banking
• Secure adherence to cost control measures
• Running the lobby of the branch, sustaining an ambience that would put customers at ease
• He/She is aware of bank’s Mis-selling & Sales Policies and secure adherence all the times.
Customer Service
• Ensure all branch processes are followed as per laid down guidelines
• Monitor CSS and Mystery Shopping ratings and guarantee continuous improvement if below bench-mark
• Reach good SQ audit ratings
• Ensure PFM productivity is at optimum levels
People Management
• Guarantee branch staff work as a motivated and top executing sales and service team
• Deliver on high employee satisfaction and retention of good performers
• Spot and address training needs of staff on an on-going basis
Others
• MIS reports and compliance on all Operations health documents like KCD/KRI/OPS manual
• Secure he/ she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, Know Your Customer and Money laundering prevention. He/she must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer
• Ownership of the Archival portfolio for the department / business.
• Liaising with the external vendors and guarantee Archival and Retrieval is carried out in a manner as stated in the policy document without exception.
• Deliver inputs to National Archival Manager on regular basis on status of Archival for each department / business.
• Keep up MIS with regard to documents archived with due acknowledgement from the vendor for each of the file.
• Carry out regular KCS checks
• See to it that the vendors meet the TAT at all times with regard to retrieval.
• Premises management in areas of merchandising, housekeeping as well as store management as an employee, you are tasked with partnering with the Bank to secure a safe and healthy workplace for all. As part of the Health and Safety guidelines you should:
• Take reasonable care for the health and safety of co-workers and those who may be affected by your actions or your omissions;
• Co-operate with Management to support and promote Health and safety in the workplace;
• Ensure that your actions do not put others at risk;
• Work in a healthy and safe manner;
• Encourage others to work in a healthy and safe manner;
• Report all accidents and incidents; and Bring to the attention of the management any hazard in the workplace
• As a manager you are also accountable for the health and safety aspects within your area of control. You need to see to it that:
• Your employees are adequately trained and supervised to undertake their tasks in a safe manner.
• Your employees are free to raise any Health and safety issues and these issues are addressed appropriately.
• The contractors working in your area or for you are working in a safe & healthy manner.
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, such as regulatory and business conduct, over 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.
• Efficiently and collaboratively pinpoint, escalate, mitigate and resolve risk, conduct and compliance matters.
Other Responsibilities
• Motivating and guiding a team of front-office staff in order to deliver on and exceed sales and service targets for the branch.
• Good in Systems/ Microsoft Office
• Graduate/ Post Graduate
• At least 5-8 years of overall experience
• Banking know-how
• Leadership abilities
• Solid Communication Competencies
• Customer Orientation
• Sales Focus
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 client organisations, communities, and each other. We question the status quo, love a challenge and enjoy finding new chances 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 collaborate 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 organisation at the heart of what we do
Never settle, continuously striving to enhance and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to establish for the long term
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 among them 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 capabilities, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your development, with prospects to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, throughout our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-5 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Portfolio Manager - Branch at Standard Chartered.
This role requires around 0-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Standard Chartered's application process for this role.