Branch Sales

2 weeks ago

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

JOB SUMMARY

The purpose of the role is to

  • Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Personal Clients segment

Implementation and oversight of the below individual responsibilities:

  • To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
  • To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
  • In consultation with the branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
  • To participate in marketing and promotional activities for customer acquisition.
  • To source and call on individual prospects
  • To provide quality, efficient after-sales services
  • To manage anti-attrition and retention of clients
  • To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
  • To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
  • To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
  • To ensure compliance with all regulations and controls as set by the

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