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
- 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
- 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)
- 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