Assistant Manager Client Acquisition, Sme Banking

Standard Chartered; Colombo; Presencial; BRL 50.000 - 70.000; Tempo integral

Resumo da oferta

A global banking organization is seeking a Business Banking Sales Executive to acquire New to Bank clients and maximize retail banking product cross-sells. Responsibilities include executing sales strategies, onboarding clients, and ensuring superior customer service while achieving set revenue targets. Ideal candidates will have experience in marketing, strong communication skills, and a target-driven mindset. This role requires compliance with money laundering prevention regulations and a commitment to ethical conduct.

Qualificações

• Experience in a target driven marketing role with demonstrated success.
• Excellent communication and presentation skills.
• Prior experience in financial services is an advantage.

Responsabilidades

• Acquire New to Bank clients for Business Banking.
• Execute sales and marketing strategies.
• Cross-sell multiple retail banking products.

Conhecimentos

Target-driven marketing

Corporate engagement

Negotiation skills

Communication skills

Business acumen

Sales business planning

Inter-personal skills

Formação académica

Professional qualification in sales, marketing, or banking

Descrição da oferta de emprego

JOB SUMMARY

To acquire New to Bank (NTB) clients on Business Banking Proposition.

Ensure New Sales Revenue (NSR) is achieved against the set monthly Score Card Targets, whilst maximise cross sell of retail banking products on all NTB Clients on boarded under business banking proposition.

Offer superlative customer experience and maintain operational control and continuous improvement in sales efficiency.

RESPONSIBILITIES

• Organise and execute sales and marketing strategies for Business Banking.
• Onboard NTB clients under BB proposition while maintaining the minimum revenue thresholds.
• Ensure all NTB client enrolments to the straight to bank digital platform.
• Cross‑sell multiple retail banking products at the time of on‑boarding NTB BB clients to increase revenue and sustainable client relationship.
• Engage via on‑site promotions / road shows, or via lead deposits provided by the segments.
• Effectively break through into high profile SME / MM entities to ensure the right customer profile is tapped.
• Connect with client, understand their financial requirement, and provide need‑based solutions.
• Offer superior service to all customers and potential customers of the bank.
• Achieve assigned Balanced Score Card targets whilst offering an excellent customer service.
• Initiate discussion to cross‑sell (Mortgages, Wealth & Insurance products).
• Look at creative ways of canvassing to capture opportunity working together with Head of Client Acquisition BB and Products Manager BB.
• Suggest recommendations to management on creative ways of engaging with potential clients to develop more effective channels of sourcing BB clients.
• Ensure all Business and Marketing initiatives are effectively introduced and carried out.
• Ensure a seamless handover of the acquired Clients to deepening relationship Managers.
• Effective complaint management and resolving system.
• Conduct proper customer due diligence and ensure miss‑selling doesn't take place.
• Knowledge of the Group Policy, Standards, Local Regulations and Legislation of the prevention of money laundering.
• To comply with all applicable money laundering prevention / KYC / CDD procedures as per group, local regulator and report any suspicious activity to the Unit Money Laundering Prevention Officer and Line Manager.
• Conduct thorough and proper CDD (Conduct fulfilment) and background check for all NTB clients.
• 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.
• 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.
• Effectively and collaboratively identify, escape, mitigate and resolve risk, conduct and compliance matters.
• Embed Here for good and Group's brand and values in Sri Lanka CPBB business banking unit.
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).

People & Talent

• Experience in a target driven marketing role, including demonstrated success.
• Corporate engagement, communication and presentation skills.
• Negotiation and objection handling skills.
• Excellent business acumen in business risk assessment.
• Prior exposure in the financial services industry would be an advantage (Retail client service knowledge).
• Proven experience in Sales Business Planning.
• Good communication and negotiation skills with the ability to influence outcomes.
• Excellent Inter‑personal skills, which encourages and promotes enthusiasm and team spirit.
• Knowledge of the Group Policy, Standards, Local Regulations and Legislation of the prevention of money laundering.

Key Stakeholders

• SME team, WRB team, SME CET, CMS, Trade team, CFCC

Professional qualification / experience

• Professional qualification / experience related to the fields of sales, marketing or banking.
• Experience in a target driven marketing role, including demonstrated success.
• Corporate engagement, communication and presentation skills.
• Negotiation and objection handling skills.
• Excellent business acumen in business risk assessment.
• Prior exposure in the financial services industry would be an advantage (Retail client service knowledge).
• Proven experience in Sales Business Planning.
• Good communication and negotiation skills with the ability to influence outcomes.
• Excellent Inter‑personal skills, which encourages and promotes enthusiasm and team spirit.
• Knowledge of the Group Policy, Standards, Local Regulations and Legislation of the prevention of money laundering.

About Standard Chartered

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