Portfolio Manager - Virtual

About the role

Portfolio Manager - Virtual Creating a better online experience with cookies. We care about your experience online, that’s why we use cookies to make sure our website runs smoothly while personalising your visit for your ease of use and convenience. To choose what cookies you want to accept, select “Manage cookies”. To accept all cookies for the best possible experience, select “Accept all”. If you’d like to learn more about how we use cookies and to manage your selection, visit our Cookie Policy Manage Cookies Reject All Accept All Language Sign In Employee Login Search Jobs Job Alerts Link Job Details Portfolio Manager - Virtual Job Description Apply now Requisition Number: 57580 Job Location: Mumbai, IND Global Grade: Band 8 Work Type: Office Working Employment Type: Permanent Posting Start Date: 07/07/2026 Posting End Date: 07/08/2026 Job Description: Job Summary • Contribute to the digital agenda with maximum focus on digital closure of product booking and deepening • Migrate client transactions to the digital platform • Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client portfolio for limited defined period of time and create a pipeline for upgrade to Priority Segment • Engage premium clients by identifying and meeting needs, including via cross sell of retail banking products • Follow the applicable contact management approach to drive engagement with premium clients - execute applicable sales campaigns as designed and released by country segment teams • Conduct ‘Needs based conversations’ with clients to provide suitable products. Focus on building relationship via consultative selling approach • Maximize sales performance to achieve revenue targets of the segment/ channel - Meet or exceed applicable scorecard targets • Follow up and manage expectations of clients to ensure timely processing of sales transactions • Drive digital adoption among clients • Manage customer expectations and customer satisfaction tracked via RTF and NPS scores Key Responsibilities • Generate revenue and contribute to profitable growth by focusing on: • Growing the Liabilities relationships • Expanding and deepening revenue streams through Wealth Management and Retail Assets products • Improving deposit mix comprising savings accounts and term deposits • Delivering New sales revenue as per set targets • Grow FUM qualified clients • Upgrade clients to Priority banking • Drive wealth penetration by activating new clients Strategy • .Ensure satisfactory ratings in all internal/external audits. • Ensure compliance to all process notes and circulars issued from time to time. • Undertake accurate and timely processing of all customer instructions as per applicable processes/ circulars. • Understand the Bank’s mis-selling & sales policies as well as policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD and Money laundering prevention. Comply with the same, including highlighting any suspicious transactions as per guidelines. • Complete all requisite trainings on time Business • Understand the Bank’s mis-selling & sales policies as well as policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD and Money laundering prevention. Comply with the same, including highlighting any suspicious transactions as per guidelines. Processes • Ensure compliance to all process notes and circulars issued from time to time. People & Talent • 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. Risk Management • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Governance • Ensure compliance to all process notes and circulars issued from time to time. 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. • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Skills and Experience • Communication Skills • Knowledge of Wealth & Asset Products • Relationship Management Qualifications • Graduate/ Post Graduate • At least 2 -6 years experience in branch and/ or telesales with exposure to general banking, retail operations and credit operations/ deposit and lending products / inspection and audit requirements, as applicable. • Leadership skills, communication skills, relationship building skills, competitive awareness & benchmarking • Languages spoken – English and at least one regional language - Tamil, Hindi, Malayalam, Telugu, Kannada Customer Orientation and Business Focus 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...

Key responsibilities

• check_circleCollaborate with the team on day-to-day project tasks
• check_circleLearn tools and processes used by the organization
• check_circleDocument work and participate in team meetings
• check_circleSupport quality checks and continuous improvement

Requirements

• check_circleContribute to the digital agenda with maximum focus on digital closure of product booking and deepening
• check_circleMigrate client transactions to the digital platform
• check_circleUndertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients, own client
• check_circleEngage premium clients by identifying and meeting needs, including via cross sell of retail banking products
• check_circleFollow the applicable contact management approach to drive engagement with premium clients - execute applicable sales campaigns as designed and released by country segment teams
• check_circleConduct ‘Needs based conversations’ with clients to provide suitable products. Focus on building relationship via consultative selling approach
• check_circleMaximize sales performance to achieve revenue targets of the segment/ channel - Meet or exceed applicable scorecard targets
• check_circleFollow up and manage expectations of clients to ensure timely processing of sales transactions
• check_circleDrive digital adoption among clients
• check_circleManage customer expectations and customer satisfaction tracked via RTF and NPS scores
• check_circleGenerate revenue and contribute to profitable growth by focusing on:
• check_circleGrowing the Liabilities relationships

Skills & keywords

Benefits & perks

• check_circleMentorship
• check_circleCertificate of completion
• check_circleFlexible work arrangement where applicable