Standard Chartered Bank Nov. Recruitment 2018

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit.  It’s about showing how you embody our valued behaviours – do the right thing, better together and never settle – as well as our brand promise, Here for good.

We’re committed to promoting equality in the workplace and creating an inclusive and flexible culture – one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base

Job Description

Job Title: Relationship Manager Priority Banking

The Role Responsibilities

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

1. 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

2. 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

3. Services (remote)

• Refer most servicing activities to Client Service Managers
• As needed by clients

Acquiring on referrals

1. 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

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
• Acquiring from individual client referrals
• Actively engaging during the first 3 months
• Supporting the client on any client-initiated needs
• Proactively reaching out to client for advice discussions
• Delivering on transact-ions, service requests, mobile/online training
• Proactively engaging with the “Hidden Affluent”
• Updating CDD
• Managing Client’s credit situation