Job Description
• Customer sales and service
Key Responsibilities/Challenges:
• Deliver allocated performance targets for various product VSs.
• Maintain relationship with customers and deliver superior customer service to ensure customers needs are met
• Enhance bank-customer relationships by expanding existing customers portfolio holdings
• Actively participate in Priority Banking / other Bank s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
• Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs
• Accountable for implementing and complying with AML requirements when performing duties
• Ensure compliance of Management Manual, Operating Manuals and Bank s laid down knowledge of the various products offered by all departments.
• Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
• Keep updated on the events in the financial industry.
• Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
• Ensure timeliness & managing customer s complaint.
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Our Ideal Candidate
Selection Criteria:
• A University graduate.
• Have sales experience gained in the banking and financial services industry or other industries.
• Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
• Good investment counseling and analytical skills.
• Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
• Team player who shows initiative and assertiveness.
• Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
• Good command of both spoken and written English and Mandarin
• Other then above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.
• Above key responsibilities and selection criteria are the major assessment to assess the staff if qualified during probation and competent after probation. Failing to satisfy any of the aforesaid requirements, or failing to pass the Day 1 Readiness training or WM Introduction Certification, the employee will be deemed not meeting the recruitment requirement for passing probation, and the Bank is entitled to terminate the employee s employment contract immediately. For employee which have passed the probation, failing to pass the Day 1 Readiness training or WM Introduction Certification will be taken as assessment basis for job incompetency.
• Day1 Readiness Training Day1 Readiness Training
• Before attend and pass the Day 1 Readiness (D1R) and WM Introduction Certification course, the employee should not perform any kind of business communication / engagement to customers. (D1R) ,
• Please note that the job description above will be reviewed during the Job Objective setting every year, which may be amended and agreed where necessary by the employee and the line manager.
• In this document, Chinese version shall prevail over English version.
Visit our careers website www.sc.com/careers
Key Responsibilities/Challenges:
• Deliver allocated performance targets for various product VSs.
• Maintain relationship with customers and deliver superior customer service to ensure customers needs are met
• Enhance bank-customer relationships by expanding existing customers portfolio holdings
• Actively participate in Priority Banking / other Bank s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
• Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs
• Accountable for implementing and complying with AML requirements when performing duties
• Ensure compliance of Management Manual, Operating Manuals and Bank s laid down knowledge of the various products offered by all departments.
• Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
• Keep updated on the events in the financial industry.
• Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
• Ensure timeliness & managing customer s complaint.
/
•
• /
• ,
•
•
•
Our Ideal Candidate
Selection Criteria:
• A University graduate.
• Have sales experience gained in the banking and financial services industry or other industries.
• Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
• Good investment counseling and analytical skills.
• Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
• Team player who shows initiative and assertiveness.
• Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
• Good command of both spoken and written English and Mandarin
• Other then above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.
• Above key responsibilities and selection criteria are the major assessment to assess the staff if qualified during probation and competent after probation. Failing to satisfy any of the aforesaid requirements, or failing to pass the Day 1 Readiness training or WM Introduction Certification, the employee will be deemed not meeting the recruitment requirement for passing probation, and the Bank is entitled to terminate the employee s employment contract immediately. For employee which have passed the probation, failing to pass the Day 1 Readiness training or WM Introduction Certification will be taken as assessment basis for job incompetency.
• Day1 Readiness Training Day1 Readiness Training
• Before attend and pass the Day 1 Readiness (D1R) and WM Introduction Certification course, the employee should not perform any kind of business communication / engagement to customers. (D1R) ,
• Please note that the job description above will be reviewed during the Job Objective setting every year, which may be amended and agreed where necessary by the employee and the line manager.
• In this document, Chinese version shall prevail over English version.
Visit our careers website www.sc.com/careers
💡 Quick Summary
Seeking a career-building opportunity? The Senior Priority Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.