職位描述
工作范疇:
主動推廣指定的個人銀行產(chǎn)品和服務(wù)及開發(fā)新客戶。
Key Responsibilities/Challenges:
? Participate in sales promotions and activities to achieve/exceed defined sales targets;
? Engage NTB Affluent clients via leads sourced from varies channels;
? A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance;
? Actively cross-sell the bank other products / services and ensure annual financial budget is met;
? To provide quality, efficient before and after sales services;
? To prepare and consolidate accurate reports on sales activities;
? Based on a “shared sense” of purpose and approach within CB;
? Based on a clear division of roles (and no duplication of effort) within MD;
? Accountable for implementing and complying with AML requirements when performing duties;
? Understand, acknowledge and comply with the requirements onindividual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies;
? Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities;
? Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank;
? Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections;
? Cooperate with any investigations or reviews on regulatory failure such as accountability review.
主要工作職責(zé)/挑戰(zhàn):
? 參與促銷活動,完成或超額完成指定的銷售目標(biāo);
? 跟進(jìn)銷售機(jī)會,開發(fā)新客戶;
? 以周全、創(chuàng)新的方法使客戶滿意,提升競爭優(yōu)勢及業(yè)績表現(xiàn);
? 主動銷售銀行其它產(chǎn)品和服務(wù),確保達(dá)到年度銷售業(yè)績指標(biāo);
? 提供高質(zhì)量、高效的售前和售后服務(wù);
? 編寫和維護(hù)有關(guān)銷售活動的準(zhǔn)確報告;
? 負(fù)責(zé)實施各項反洗錢的需求并且確保符合反洗錢的合規(guī)要求;
? 理解、認(rèn)同并遵守本地法律法規(guī)以及渣打內(nèi)部政策中關(guān)于個人問責(zé)和職責(zé)的要求;
? 跟上本地問責(zé)法律法規(guī)的發(fā)展,以有效地確保并強(qiáng)化內(nèi)控;
? 審慎勤勉地履行崗位職責(zé),以個人或團(tuán)隊成員的身份,為避免任何導(dǎo)致銀行遭受或可能遭受法律制裁、監(jiān)管處罰、重大財務(wù)損失或聲譽(yù)負(fù)面影響而做出努力;
? 對未遵守相關(guān)規(guī)范和流程、未適當(dāng)履行職責(zé)以及未執(zhí)行整改措施承擔(dān)相應(yīng)責(zé)任;
? 配合任何關(guān)于違反監(jiān)管規(guī)定的調(diào)查或?qū)彶椋?,問?zé)審查。
Selection Criteria:
? Bachelor degree or above.
? 1 year working experience or above in financial or mortgage / real estate Industry is preferred.
? Relevant experience in banking experience is preferred
? Good knowledge of bank products, policies, and business strategy
? Good credit appraisal and marketing skills with the ability to interpret financial information
? Strong personal integrity with zero disciplinary record in any previous job
? Good communication and presentation skills
? Presentable, good personality with good business etiquette
職位要求:
? 本科及以上學(xué)歷。
? 一年以上金融或房貸或房產(chǎn)行業(yè)工作經(jīng)驗優(yōu)先。
? 有相關(guān)銀行行業(yè)銷售經(jīng)驗者優(yōu)先
? 了解銀行產(chǎn)品、政策及經(jīng)營策略。
? 良好的信用評價與營銷技能,對金融市場有敏銳觸角。
? 良好的個人誠信,無任何紀(jì)律處分紀(jì)錄
? 良好的溝通,表達(dá)及學(xué)習(xí)能力。
? 優(yōu)良的個性品質(zhì),勇于銷售及解決業(yè)務(wù)過程中的問題。
? Other then above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.
除上述工作職責(zé)外,員工應(yīng)遵循直屬經(jīng)理隨時指派的任何工作職責(zé)和任務(wù)。