Job Summary

To connect with clients on the given portfolio and explain our current Priority Banking criteria and Upgrade the accounts accordingly. Product sales and KPI’s to be met as per scorecard and business strategy. 
Managing the Client Portfolio and ensuring the expected Service Levels are maintained.    

•    To connect with clients on the given portfolio and explain our Priority Banking criteria and Upgrade accordingly. 
•    Ensure that the clients are served well , and all communication is done on a timely manner.
•    Successfully identify and pitch products/services as per the needs of the client’s cross sell.
•    Accountable for achieving set KPI for the job role.
•    Ensure that clients not meeting criteria are downgraded quarterly or on a case by case basis as and when required according to the downgrade process
•    Act and convert leads identified through centrally managed programs through analytics.
•    Acquire and be thorough on the Priority Client Value proposition offered to clients. 
•    Be up to date on all processes and policy requirements in order to serve clients.  
•    Be fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, Customer Due Diligence and Money laundering prevention (group and local). Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Ensure zero tolerance method for all this aspects. 
•    Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections.  
•    He/She is aware of bank’s Mis-selling & Sales Policies and ensure adherence all the times.
•    Premises management in areas of merchandising, housekeeping as well as store management as an employee, you are responsible for working with the Bank to ensure 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 

Strategy

• Ensure there are plans and strategies ensuring portfolio growth and increasing PPC 

Business

• Ensure Plans are made in achieving set goals with minimum supervision 

Processes

• Ensuring adhering to the processes and ensuring all reviews are completed on time  

People & Talent 

• Individual role and to have a good rapport with the team  

Risk Management

• Adhere to Bank Risk frame work  

Governance 

•  Adhere to the Bank Governance frame work 

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 Sri Lanka/ WRB / Priority Banking Team
•    Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Skills and Experience

• Good Analytical Skills
• Self motivated and highly developed inter-personal skills
• Professionalism and self-discipline 
• Customer oriented 
• Communication skills 

Qualifications

•    Degree or a MBA holder 
•    Portfolio analytical skills 
•    Target driven and ability to show results during tough market conditions 

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.