Lead, Relationship Mgmt

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
Job Summary
Mainly responsible for branch sales performance management including daily sales activities.

Key Responsibilities
Evaluate current branch book to effectively categorize customers based on the decile analysis method. Formulate plans on how to cross sell to increase EP from higher deciles and manage lower deciles

• Acquire new customers from the market place with the help of the sales team
• Manage and motivate the team
• Strategize and direct the PBRM to acquire and maintain high networth customers in the affluent segments through Telesales as well as face to face sales.
• Acquire new Priority Banking relationships based on thresholds and cross sell full suite of products to the client
• Provide regular training on Products and Selling skills
• Plan and execute the activations programs (road shows) for new to Bank customers

Monitoring Performance

• Develop a formal monitoring mechanism to measure the productivity of each sales person using CEMS & Contact Log.
• Monitor Call Reporting of the PBRM on a daily basis.
• Monitor the quality of sourcing of products to evaluate developmental needs of the sales teams.
• Drive the sales system towards quality standards where risks are well controlled.
• Derive insights to Competitor Sales activities and effectively counter the efforts.
• Continuously upgrade and innovate sales techniques to maximize productivity.
• Set business performance standards for
• Cross Selling

People Management

• Manage and mentor the sales teams to carry a single minded objective
• Motivate and develop the team.
• Evaluate training programs available and recommend the appropriate programs for differential training needs
• Development and counseling needs for staff

Controls

• Ensure that the Money Laundering requirements are followed as follows:-
• Ensure positive customer experience on CDD related issues
• Retain adequate records of identification for all transactions handled
• Make prompt reports of suspicious transactions using the right internal channels

Skills And Experience

• Graduate with 4 years Banking / Financial Services experience.
• At least 3 years excellent performance in a Branch role and/ or sales role
• Well developed strategic perspective and forward planning ability
• Highly developed networking and negotiation abilities
• Analytical and problem solving skills coupled with decision making ability
• Advanced interpersonal and communication skills.
• Excellent leadership and team building qualities.
• 證照: 信託管理人員,內控,投信投顧法規,人身保險,投資型保單,結構型商品/衍生性商品

Role Specific Technical Competencies

• Addressing Customer Needs滿足客戶需求
• Regulatory Environment - Financial Services監管環境-金融服務
• Cross - Selling交叉銷售
• Investment Management投資管理

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.