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Associate Director - Affluent Relations
Jobs
#691049
Full Time
Job Description
Full job description
Requisition Number: 38813
Job Location: Mumbai, IND
Global Grade: Band 6
Work Type: Office Working
Employment Type: Permanent
Posting Start Date: 24/03/2026
Posting End Date: 28/03/2026
:
Job Summary
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
SALES MIS
Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
Maintain and update customer information on WMS
SERVICE
Key Responsibilities
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 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 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.
Serve as a Director of the Board
Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
Other Responsibilities
Embed Here for good and Group’s brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).
Skills and Experience
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.
Qualifications
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
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 do
Never settle, continuously striving to improve 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 build for the long term
What we offer
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 all sorts of 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.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
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Requisition Number: 38813
Job Location: Mumbai, IND
Global Grade: Band 6
Work Type: Office Working
Employment Type: Permanent
Posting Start Date: 24/03/2026
Posting End Date: 28/03/2026
:
Job Summary
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
SALES MIS
Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)
Maintain and update customer information on WMS
SERVICE
Key Responsibilities
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 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 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.
Serve as a Director of the Board
Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
Other Responsibilities
Embed Here for good and Group’s brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).
Skills and Experience
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.
Qualifications
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
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 do
Never settle, continuously striving to improve 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 build for the long term
What we offer
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 all sorts of 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.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
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