Posted on :
19 Jun, 2018
19 Jun, 2018
Leading the way in International Banking. We support the people and companies driving investment, trade and wealth creation across Asia, Africa and the Middle East.
Job Description
Job Title: Business Development Executive, Employee Banking
JOB PURPOSE
• Engage New-to-bank clients (any segment) who are employees of corporations with whom Retail Banking has done a B2B deal
• Engage via on-site marketing/roadshows, or via employee lists provided by corporation
• Initial primary focus on payroll account and anchor products in respective job role, gradually broadening to full range of retail products
KEY ROLES AND RESPONSIBILITIES
1.Connect & explain (remote)
• Connect with identified employees (based on B2B set of leads)
• Explain proposition & requirements in full
2. Prepare & set up (remote)
• Pre-send product bundles description and bank proposition
• Conduct remote KYC
• Collect all documents (digital) required for account opening and pre-fill forms
3. Meet, deep sell & train (in person)
• Meet in person (ensure Priority Banker joins if Affluent)
• Listen and determine further needs
• Set up anchor products
• Initiate discussion to cross-sell
• Educate and conduct initial set up for online, ATMs, Client Centre, and Store
• Main bank operating account, family needs (e.g., family CASA), in-ternational needs (e.g., foreign currency acco-unt), lending products (personal loan, mortgage)
4. Activate (remote)
Conduct fulfillment
Pass on referrals/leads of other products to respective specialists
QUALIFICATION AND SKILL REQUIREMENTS
Product broadening
• Enhanced multi-product Priority/ Personal knowledge
• Market and competition knowledge
Client engagement
• Closing deals
• Client training on digital solutions
• Communication and presentation skills
• Negotiation and objection handling
Journey completion
• Understanding of Priority / Personal Client KYC principles