Standard Chartered Hiring: Portfolio Manager – Affluent Segment 2026:-
Standard Chartered is hiring an experienced professional for the position of Portfolio Manager – Affluent Segment in Mumbai, India. This opportunity is suited to candidates with experience in portfolio analytics, business intelligence, MIS reporting, digital campaign management, and frontline sales enablement, preferably within banking or financial services.
| Company: | Standard Chartered |
| Job Role: | Portfolio Manager – Affluent Segment |
| Job Type: | Permanent |
| Experience: | Relevant experience in portfolio management, business analytics, MIS, CRM, or campaign management |
| Salary: | As per company Standards |
| Application Deadline: | 25 November 2026 |
Role Overview:-
The Portfolio Manager – Affluent Segment will support portfolio growth and customer engagement through data-driven analysis, campaign execution, and coordination with frontline banking teams.
This is an individual contributor role involving ownership of portfolio MIS, dashboards, customer segmentation, digital campaigns, and business performance tracking.
The candidate will work closely with Relationship Managers (RMs), Branch Managers (BMs), Analytics, Product, Distribution, Marketing, and Digital teams to identify business opportunities and improve affluent customer portfolio performance.
Educational Requirements:-
- Graduate or postgraduate qualification in one of the following disciplines:
- Business Administration
- Finance
- Economics
- Statistics
- Engineering
- Data Analytics
- Any related discipline
Key Skills Required:-
1. Technical Skills
- Advanced Microsoft Excel
- Dashboard development and reporting
- Power BI or similar dashboarding tools
- Portfolio data analysis
- MIS reporting and automation
- Data consolidation and reconciliation
- Data quality management
- Campaign performance analysis
- Customer segmentation and reporting
2. Banking / Functional Skills
- Portfolio Management
- Affluent Banking
- Portfolio Analytics and Business Insights
- Frontline Engagement and Sales Enablement
- Digital Campaign Management
- Customer Relationship Management (CRM)
- Customer Retention and Cross-selling
- Business Performance Monitoring
- Target Setting and Sales Tracking
- Campaign Planning and Execution
3. Soft Skills
- Stakeholder Management
- Customer Focus
- Strong Communication Skills
- Analytical and Problem-Solving Abilities
- Ownership and Accountability
- Cross-functional Collaboration
- Presentation Skills
- Business Decision-Making
- Attention to Detail
- Ethical Conduct and Risk Awareness
Roles and Responsibilities:-
1. Portfolio Analytics and MIS Reporting
- Own recurring affluent portfolio MIS reports and dashboards.
- Ensure accurate, timely, and consistent reporting for management and frontline teams.
- Consolidate data from multiple sources and perform necessary reconciliations.
- Maintain clear metric definitions, reporting controls, and documentation.
- Develop actionable reports by region, branch, channel, Relationship Manager, Branch Manager, and customer segment.
- Identify portfolio growth, customer engagement, upgrade, retention, and cross-selling opportunities.
2. Business Performance Monitoring
- Convert portfolio insights into prioritized customer lists and actionable recommendations.
- Support management and frontline teams with business insights and performance commentary.
- Drive agreed portfolio metrics through target setting and intervention planning.
- Monitor daily and periodic business performance.
- Identify performance gaps, resolve issues, and provide progress updates.
- Track business conversion and customer engagement outcomes.
3. Digital Campaign Management
- Plan and execute targeted digital campaigns across relevant customer channels.
- Identify suitable customer audiences for campaigns.
- Support offer and communication design.
- Coordinate campaign deployment and execution.
- Conduct test-and-learn activities to improve campaign effectiveness.
- Measure campaign performance and prepare post-campaign reports.
- Refine campaign strategies based on customer responses and business outcomes.
4. Frontline Sales Enablement
- Work closely with Relationship Managers and Branch Managers to activate portfolio opportunities.
- Prepare campaign briefs, customer lead lists, and communication scripts.
- Support frontline teams through governance calls and structured follow-ups.
- Encourage adoption of campaign recommendations.
- Monitor frontline engagement and conversion performance.
- Identify gaps in execution and recommend improvements.
5. Stakeholder Management and Collaboration
- Coordinate with Analytics, Product, Distribution, Marketing, and Digital teams.
- Improve data availability and reporting processes.
- Collaborate with internal teams to strengthen campaign execution.
- Present concise, action-oriented updates to senior management.
- Support business reviews through reports and presentations.
6. Reporting Automation and Governance
- Automate repetitive reporting activities.
- Strengthen data accuracy and quality controls.
- Maintain reporting governance and documentation.
- Prepare management updates and presentations.
- Ensure all activities follow the bank’s standards for ethics, risk management, and conduct.
About Standard Chartered:-
Standard Chartered is a global banking organisation connecting clients to opportunities across some of the world’s most dynamic markets. The bank focuses on cross-border banking capabilities and wealth management expertise, supporting commerce and prosperity through its international network.
With more than 170 years of history, Standard Chartered has developed a distinctive presence connecting Asia, Africa, and the Middle East with the rest of the world.
Standard Chartered Hiring: Portfolio Manager – Affluent Segment 2026 Application Process:-
Apply Link:- Click Here To Apply
Note:- Only the shortlisted candidates will be notified for the further interview process.
