**Job Summary**
- Acquisition of NTB Priority Banking clients on balanced based and/or select top tier corporate clients on salary based.
- Through achievement of sales targets, contribute towards the Net Sales Revenue (NSR) targets of Client Acquisition (CA)
- Efficient and consistent delivery of customer delight whilst maintaining world class service standards within the Priority Banking unit
- Ensure timely and seamless handover of NTB Priority clients to deepening Relationship Manager/Branc
- Ensure proper customer due diligence is conducted and Priority clients are acquired as per Regulator/Group & in-country regulations/processes.
- Acquiring Priority clients from affluent alliances, databases, mini catchment promotions, referral programs, etc
- Ensure a seamless handover of the acquired Priority clients to the deepening Relationship Managers/Branch.
- Maximise sales performance to achieve the sales target as per the score card in place.
- Hold regular review meetings with reporting line manager to assess performance and work out future plans.
- To comply with all applicable money laundering prevention/KYC/CDD procedures as per group, local regulator and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and Line Manager.
- Ensure zero tolerance method for this aspect. Report any breaches or suspicious persons/Relationships to local L&C.
- Ensure strict compliance to all internal guidelines issued at both group and country level pertaining to HR, L&C, Finance, Credit and Operational Risk, SQ, Training and certification.
**Key Responsibilities**
**Strategy**
- Acquisition of NTB Priority Banking clients on balanced based and/or select top tier corporate clients on salary based.
- Through achievement of sales targets, contribute towards the Net Sales Revenue (NSR) targets of Client Acquisition (CA)
- Efficient and consistent delivery of customer delight whilst maintaining world class service standards within the Priority Banking unit
- Ensure timely and seamless handover of NTB Priority clients to deepening Relationship Manager/Branc
- Ensure proper customer due diligence is conducted and Priority clients are acquired as per Regulator/Group & in-country regulations/processes
**Business**
- Acquiring Priority clients from affluent alliances, databases, mini catchment promotions, referral programs etc
- Ensure a seamless handover of the acquired Priority clients to the deepening Relationship Managers/Branch.
- Maximise sales performance to achieve the sales target as per the score card in place.
- Hold regular review meetings with reporting line manager to assess performance and work out future plans.
**Processes**
- Acquire sound knowledge on products and operational systems.
- Ensure proper controls are adhered to in expediting transactions.
- Ensure operational activity is documented to minimise risk and loss.
- Comply with all relevant policies and procedures covering regulatory, local and group requirements.
- Ensure control procedures outlined in the DOI are strictly adhered to.
- Ensure complaints are monitored and closed on a timely manner.
**People & Talent**
- Experience in the financial services industry, including demonstrated success in a similar role.
- Corporate engagement, communication and presentation skills
- Negotiation and objection handling skills
- Retail client service knowledge.
- In depth knowledge of products, sales, services, delivery channels and customer segments.
- Proven experience in Sales Business Planning
- A Professorial Qualification related to Baking / Marketing.
- Excellent business acumen in business risk assessment.
- Excellent interpersonal skills and strong cross
- cultural awareness
- Risk Management- Progress against balanced scorecard targets.
- Increase in product holdings per customer (PPC).
- Market share and net growth in PRB clients base Leverage.
- Service productivity metrics (e.g. TAT, % value / non-value added processes, error rates).
- Process improvement initiatives and complaint resolution.
- Customer satisfaction scores reflected in customer services surveys.
- Adherence to process, compliance and operations risk.
**Governance**
- Customer satisfaction scores reflected in customer services surveys.
- Adherence to process, compliance and operations risk.
**Key stakeholders**
- Client Relationships, Branching Banking, Retail Banking Operations, Retail Credit, Strategic Biz Information Mgmt., Clint Experience, WM, Retail Products. Analytics.
- A professional qualification or degree related to Sales and Marketing
- Minimum of 2 years of experience in client acquisition / management in the service industry (preferably from a financial / banking industry)
**Role Specific Technical Competencies**
- Self-motivated and strong inter-personal skills
- Self-motivated and highly developed inter-personal skills
- Target driven and ability to show results during tough market conditions
**About Standard Charter