Standard Chartered Bank Ghana Limited is a market – leading financial services brand in Ghana, listed on the Ghana Stock Exchange.
It has operated for 118 years in the country and is currently the highest priced stock on the exchange.
The Bank’s focus and commitment to developing deep relationships with clients and customers have driven its consistent growth in recent years.
Job Description
Job Title: Relationship Manager, Priority
Responsibilities And Duties
Mandate
- In/outbound ETB advice & sales
- Portfolio of “high-value” Priority Clients besides other clients
- Engage Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
- Meet clients when required (ie once a month)
- Prepare and educate clients to interacting via online, Client Centre
NTB referrals from clients
- Acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Priority Banker/Team
- Engaging and deepening activities
- Methodically engage (remote)
- Have complete knowledge of the clients in terms of the profile & assets
- Create analytics-backed next best conversation
Needs/Achor Products
- Individual banking products (PL, CASA. etc), Wealth Products
- Meet & deep sell (remote & in person)
- Meet in person to meet advisory needs(once a month/quarter)
- Connect client with specialists
- Set up products
- Conduct/connect for periodic CDD
- Conduct fulfillment & activate
Services (remote)
- Refer most servicing activities to Client Service Managers
- As needed by clients
- Acquiring on referrals
- Connect & prepare (remote)
- Connect & start up referred leads
Explain proposition & requirements in full
- Needs/anchor products
- PL, CASA, Wealth Products
- Meet, deep sell & train (in person
- Meet, listen and determine further needs
- set up anchor products & initiate cross-sell
- Conduct/connect for CDD
- Educate and conduct initial set up for online, ATMs, Client Centre
- Conduct fulfillment & activate
Qualifications and Skills
SKILLS REQUIREMENT
Product broadening
- Enhanced multi-product Priority knowledge
- Market and competition knowledge
Client engagement
- Presentation and soft skills tailored to engaging Affluent Clients
- Internal stakeholder engagement skills
- Closing deals
- Ability to drive and manage client interaction
- Communication and presentation skills
- Negotiation and objection handling
- Client training on digital solutions
Journey completion
- Discipline and time management to handle a client portfolio
- Ability to solve problems and close issues without handing over
- Strong analytical ability
- Understanding of Priority CDD principles