Strategy
•Achieve personal sales target
•Segment focus, customer focussed needs-based selling
•Being a Business Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Assets, Liabilites, Insurance and Investment for such customers as mandated by the Bank. It will also involving deepening these relationships by cross-selling various product
•Customer Experience
Business
•Achieve personal sales target
•Segment focus, customer focussed needs-based selling
•Being a Business Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Assets, Liabilites, Insurance and Investment for such customers as mandated by the Bank. It will also involving deepening these relationships by cross-selling various product
Processes
•Good Interpersonal Skills
•Customer and Service Orientation
•Banking knowledge
•Management Information Skills
•Competitive awareness & benchmarking
•Excellent communication, interpersonal & relationship building skills
•Able to pick up new concepts quickly
•Able and excited about going out to meet new customers
•Coordinate customer events for the cluster along with the product team
•Aggressive Sales call plans to acquire large prospective customers through referrals.
Risk Management
Risk Assurance
•Conduct CDD, MLP & TCF diligently
•Zero tolerance – Fraud, Mis-selling
•Attend training, acquire knowledge and apply to job function
•Adhere to all policies, guidelines and procedures, comply with local regulatory requirements
•To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
Regulatory & Business Conduct
•Display exemplary conduct and live by the Group’s Values and Code of Conduct.
•Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
•Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.