Job Summary

Portfolio Management:
•    Ensure portfolio management activities are carried out in structured manner. 
•    Analyze and monitor portfolio performance to deepen corporate customer relationship in search of revenue enhancement opportunities and to upgrade customer experience.
•    Make systematic plans on onboarding of EB companies, especially those having corporate relationships with SCB.
•    Identify revenue enhancement opportunities and area for cost cutting. 

MIS & Packs:
•    Providing ADs with relevant snapshot of Employee Banking (EB)  penetration through EB Salary dump and Product holding data. 
•    Circulating the Updated EB Client list to all the channels when a new on-boarding takes place or a relationship is upgraded.

Data Maintenance:

•    Maintaining the database of Product Matrix, and ensure correct tagging at various level, EB, CIC, CC & CIC/CC RM mapping. 
•    Maintain Company contact points, contact details and addresses for the EB Corporate and update when as and when required.

Key Responsibilities

On-Boarding :
•    Centrally preparing the introductory letter for the new EB team as and when required.
•    Finalizing  Product offerings for on-boarding new EB Corporate houses.
•    Reviewing Company On-boarding documents for final approval.
•    Archiving offer sets centrally at the Program Team’s end.

Data Health Checks:
•    Track the correctness of the incoming portfolio tagging on the number of Accounts opened monthly.
•    De-enrolment process (Half-yearly).
•    Collating monthly Employer code and INST code rectification batch based on daily e-mail requests from Employers and sent to Account Services to ensure correct Portfolio tagging.

Group Correspondence:
•    Preparing the monthly EB Monthly Report for Group reporting.
•    Preparing the monthly EB Growth Agenda Tracker for Group.
•    Attending Group Calls and providing report and data as required.

Marketing:
•    Designing EB Sales Materials and facilitating promotional activities and Marketing Campaigns.
•    Getting Offer letter, review offer letter, customized SOC format, and various customer communication letters as and when required vetted through Client Experience, Marketing and Compliance.

Key stakeholders

•    Internal: All Product & Segment Heads/Managers, BRM Head / Managers, Client Relationship Heads, Branch Managers, , CDD Operations, Client Experience, Fraud Risk Management, People Capability, HR, SBIM, RB Finance and ER.
•    External: None
 

Qualifications

•   Minimum Bachelor’s degree from a reputed university
•   Good understanding of various types of SCB Products, account Services, loan operations
•   Strong Communication and interpersonal skills
•   Adept in MS office tools and good stakeholder management skills

Skills and Experience

•    Accurate and error free delivery of reports and presentation.
•    Delivery without any complaints and collaboration/teamwork with stakeholders.
•    Ensure compliance, data protection and gap as applicable.
•    Leadership skills to lead and motivate team member.

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.