See more Collapse

Portfolio Sales Manager, Small Business Clients, SME Banking

1 month ago

Singapore STANDARD CHARTERED BANK (SINGAPORE) LIMITED Full time
Roles & Responsibilities

JOB SUMMARY

  • The Small Business Clients segment in SME Banking within Standard Chartered Bank aims to provide companies in Singapore with sales turnover of up to US$25m a suite of products to meet their financing, transactional and protection requirements.
  • As a Portfolio Sales Manager, you will be expected to actively engage and cross-sell to the Small Business Clients accounts in your portfolio to increase the Products Per Client (PPC) to maximise the clients’ affinity to the bank.

RESPONSIBILITIES

  • Engage existing portfolio clients to cross-sell products including acquisition of Operating Accounts & Deposits, Wealth Solutions referrals (Bancassurance, Foreign Exchange, Investments), Straight2Bank sign-ups and activation, and referrals of loans products (including Business Instalment Loans, Business Property Loans)
  • Actively participate in relevant Sales campaigns for client engagements
  • Assist in the periodic reviews of accounts where necessary
  • Ensure that there you abide strictly within the code of conduct expected of you within the bank
  • Support your colleagues to jointly strive to grow the business to outperform as a team

Performance Measures

  • Ensure portfolio revenue growth via active cross-selling of products, which includes revenue generated from digital channels such as S2B, Operating Account (OPAC), FX revenue etc.
  • Ensure quality calls are made for concept-selling to create clients’ awareness
  • Number of successful referrals made
  • Ensure successful Wealth Solutions referrals
  • No substantiated complaints or regulatory breaches

Competencies

  • Familiar with client due diligence processes
  • Negotiation and closing skills

Work Ethic

  • Punctual at work
  • Self-driven, self-motivated, and a pro-active approach toward resolving issues
  • Responsive, contactable and accountable to clients and internal stakeholders
  • Team player ready to grow business, and ready to cover team members’ duties as necessary
  • Appropriate dressing that must meet Bank’s standards

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.
  • Lead to achieve the outcomes set out in the Bank’s Conduct Principles
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Skills and Experience

  • Familiar with customer due diligence processes including FATCA adherence.
  • Knowledge of competitive environment in order to position Bank’s products appropriately.
  • Familiar with basic mortgage financing principles including TDSR framework and applications.
  • Familiar with basic working capital financing cycle and products for operating entities.
  • Keen negotiation and closing skills.
  • Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others.
  • Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.

Our Ideal Candidate

  • 2+ years of relevant working experience in Business Banking( direct B2B or B2C sales environment)
  • Tertiary education
  • Must be comfortable to perform in a telesales environment

​​​​​​​Role Specific Technical Competencies

  • Increase S2B sign ups and active utilization
  • Upgrading ELITE accounts to higher deposit balance accounts
  • Product cross selling for ETB clients
  • Successful Wealth Management Product Closures (Banca and Investments)
  • PIC/ PIV periodic risk review for BPL clients

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

  • Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  • Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  • Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
  • Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  • Flexible working options based around home and office locations, with flexible working patterns.
  • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
  • Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers


Tell employers what skills you have

Wealth Management
Account Management
Sales
Referrals
Telesales
Sales Management
Relationship Management
Loans
Risk Management
Negotiation Skills
Portfolio Management
Cross Selling
Client Management
Business Banking
Deposits
Revenue Growth
Communication Skills
Banking
Foreign Exchange
Acquisitions

We have other current jobs related to this field that you can find below

  • Portfolio Sales – Business Banking

    2 weeks ago

    Singapore PARADIGM RECRUITMENT PTE. LTD. Full time

    Roles & ResponsibilitiesWorking Hours: Monday – FridayJob Description:· Proactively engage with the existing portfolio client base to cross-promote and expand the adoption of various products, including Operating Accounts & Deposits, Wealth Solutions referrals (Bancassurance, Foreign Exchange, Investments), Straight2Bank sign-ups and activations, as well...

  • Business Development Manager/client Manager

    2 weeks ago

    Singapore BIBBY FINANCIAL SERVICES (SINGAPORE) PTE. LTD. Full time

    Business Development Manager/ Client Manager:Owing to expansion, Bibby Financial Services (S) Pte Ltd has exciting opportunities available for enthusiastic sales professionals to join us either as Business Development Manager or Client Manager on a full-time basis with hybrid working arrangements. In return, you will receive a competitive salary plus...

  • Manager, Business Relationship Manager, Business

    2 weeks ago

    Singapore UNITED OVERSEAS BANK LIMITED Full time

    Responsibilities:As a Business Relationship Manager (BRM), you will be involved in the sales and marketing of a wide spectrum of banking products and services to meet the financial and investment needs of small- and medium-sized enterprises (SME). Products include commercial property loans, trade facilities, asset-based financing etc.Your specific...

  • Business Banking Manager

    2 weeks ago

    Singapore OCBC Full time

    Why join Global Commercial Banking? At Global Commercial Banking we serve and support businesses from micro start-ups to small and medium-sized enterprises in a spectrum of industries with the core mission to help business succeed not just in locally but also internationally. Starting and running a business is never easy. That's where we come in. Our...

  • VP, Sales and Client Management, Institutional Banking Group-GTS

    1 month ago

    Singapore DBS Bank Limited Full time

    Business Function Global Transaction Services (GTS) is a product group focused on the management and sale of Cash Management, Trade Finance, and Securities & Fiduciary products and services to institutional clients. In GTS Securities & Fiduciary Services, Client Management & Implementation, you will be part of a team that provides sales and services to...

  • Business Consultant

    2 weeks ago

    Singapore SKYONE BUSINESS CONSULTANCY PRIVATE LIMITED Full time

    Roles & ResponsibilitiesIndustry: Financial and Consultancy ServicesResponsibilities:Generate and Qualify leads of SME clientsIdentify potential sales opportunitiesProvide professional analysis and financial advice to SME clientsBuild and maintain a good working relationship with SME clientsManage full spectrum of sales processShare your skills with...

  • VP, Credit Portfolio Management

    1 month ago

    Singapore Sumitomo Mitsui Banking Corporation Full time

    Job Responsibilities Conduct the portfolio management, including credit monitoring, trigger reports, waiver, and amendments, for the existing borrowers of the departement. Develop and maintain relationship with and Japanese-related borrowers and sponsors, and Japanese Governmental Agencies in APAC. Liaise and co-work with relavant departments and SMBC...

  • Business Banking Manager

    1 month ago

    Singapore OCBC Full time

    Global Commercial Banking serves businesses of all shapes and sizes, from micro start-ups to small and medium-sized enterprises in a spectrum of industries. We provide key services from trade, financing, and cash management to help businesses buy, sell operate daily. We offer expertise and beyond banking solutions for successful expansion locally and...

  • Client Service Manager, Business Banking

    2 weeks ago

    Singapore PARADIGM RECRUITMENT PTE. LTD. Full time

    OUR CLIENTInternational Tier One BankHIGHLIGHTS Excellent remuneration and perks Stable environment Flexible working environmentLOCATIONEastRESPONSIBILITIES Service and manage clients within the given portfolio Develop new sales opportunities and referrals for the Relationship Managers Ensure topnotch client experience and deliver relevant solutions to...

  • Sme Loan Sales Consultant #54881

    2 weeks ago

    Singapore ANRADUS PTE. LTD. Full time

    Industry/ Organization Type: Management Firm/ Investment Position Title:Business Development Manager (SME Loan)/ SME Loan Sales Consultant: Working Location: Tai SengWorking Hours: 5 days (Monday to Thursday - 9 am to 6:30 pm; Friday, 9 am to 6:00 pm) Salary Package:Basic Salary Up to $5,000 + Commission: Duration: Permanent RoleKey Responsibilities Provide...

  • Business Relationship

    2 weeks ago

    Singapore EA RECRUITMENT PTE. LTD. Full time

    Roles & Responsibilities• Basic UP$4000 + Allowances + Commission• Company located at Chinatown• Walking distance from Chinatown MRT• Well Established Wealth Management Company• Working hours: 9:30am – 6.30pm (Monday – Friday)• Variable Bonus + Excellent Welfare & BenefitsJob ScopeBuild and maintain relationships with small and medium-sized...

  • Account Manager, Sme

    2 weeks ago

    Singapore Airwallex Full time

    If you're excited to do the most ambitious work of your career and change the way money moves around the world - join usAs an Account Manager at Airwallex, you will work cross functionally, engaging with many teams across Airwallex including sales, product, engineering, marketing, finance and strategy. This role will predominantly focus on upselling,...

  • Client Development Associate

    2 weeks ago

    Singapore Westpac Institutional Banking Full time

    We have an exciting opportunity to join Westpac Institutional Bank in Singapore. The role is responsible for service delivery and support for assigned client portfolio, ensuring oversight of all services and enquiries being resolved on behalf of that customer within GTS, WIB or Operations teams.Role Summary: Acts as the client's primary point of contact for...

  • Vp, Credit Portfolio Management

    2 weeks ago

    Singapore Sumitomo Mitsui Banking Corporation Full time

    Responsibilities: Conduct the portfolio management, including credit monitoring, trigger reports, waiver, and amendments, for the existing borrowers of the departement. Develop and maintain relationship with and Japaneserelated borrowers and sponsors, and Japanese Governmental Agencies in APAC. Liaise and cowork with relavant departments and SMBC group...

  • Portfolio Sales Manager

    2 weeks ago

    Singapore Ambition Full time

    Key Responsibilities: Engage existing portfolio clients to crosssell products including acquisition of Operating Accounts & Deposits, Wealth Solutions referrals (Bancassurance, Foreign Exchange, Investments), Straight2Bank signups and activation, and referrals of loans products (including Business Instalment Loans, Business Property Loans) Actively...

  • Business Development Manager

    3 months ago

    Singapore Trinexis Consultants Pte Ltd Full time

    Business Financial Manager – Cold calling and soliciting corporate clients for SME financing. – Assist in recommending financing clients to partnered banks and financial institutions. – Assist and facilitate information and site visits to obtain approval of financing form client. – Post servicing and maintain relationship with clients in...

  • Business Development Manager

    2 months ago

    Singapore Trinexis Consultants Pte Ltd Full time

    Business Financial Manager– Cold calling and soliciting corporate clients for SME financing.– Assist in recommending financing clients to partnered banks and financial institutions.– Assist and facilitate information and site visits to obtain approval of financing form client.– Post servicing and maintain relationship with clients in portfolio.–...

  • Ms Dynamics CRM Sme

    2 weeks ago

    Singapore DECIMAL BUSINESS SOLUTIONS PTE. LTD. Full time

    Position - MS Dynamics CRM SMEDuration:12 months renewable contract with one month notice periodStart date:Immediate to 30 days maxRequired Skills: (JD)Understands the business nature of Corp Banking & B2B marketingKnowledgeable in dynamics 365 functions / capabilities (CRM, Marketing, Customer Insights module)Preferably: someone with experience in content...

  • Relationship Manager, Business Development, Experience in SME Commercial Capital Loans

    2 weeks ago

    Singapore SEARCH INDEX PTE. LTD. Full time

    Roles & ResponsibilitiesSeeking 2 Relationship Manager (Business Development) for Hire Purchase Division with commercial loans experience and brings along existing client base in SME.RequirementsA self-starter and a team player with Degree holder preferably from the business / finance / accounts discipline and able to value add having good network with SME...

  • SME Loans Specialist/ Manager

    2 weeks ago

    Singapore CSEARCH PTE. LTD. Full time

    Roles & ResponsibilitiesAbout Our ClientA premier provider of comprehensive financial and consulting services, offering a unique blend of expertise to help clients achieve their financial goals and transform their businesses.Job DescriptionServe as the primary contact for SME clients, addressing inquiries, concerns, and requests efficiently and effectively....