Key Responsibilities Strategy • Lead the development and implementation of the client strategy for the designated portfolio as identified through the Account Planning process • Accountability for delivering financial performance objectives (revenues, costs, RoRWA, etc) •
Key Responsibilities Strategy • Lead the development and implementation of the client strategy for the designated portfolio as identified through the Account Planning process • Accountability for delivering financial performance objectives (revenues, costs, RoRWA, etc) •
Job Summary • Driving business targets of the SME Banking ME segment. Keep abreast with SME Banking market developments to achieve better customer service and sharpened sales focus. • To acquiring new client relationships to grow
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Job Summary 负责盘内现有客户的个人账户维护服务，了解客户的金融需求，交叉销售，吸引新资金，主动发现具有“优先理财”资质的个人理财客户，并发掘其投资理财需求，完成销售和服务目标。 Key Responsibilities 维护盘内个人理财客户的账户，发掘销售机会，完成销售和服务指标。 Strategy 充分了解和认知集团的业务战略和定位模式。 Business 了解客户的金融需求，并根据客户需求提供合适的产品； 抓住交叉销售的机会，向现有和潜在客户介绍产品和服务； 解决客户的投诉或不满，了解客户反馈以持续改善服务质量； 维护客户关系、向现有和潜在客户提供卓越的服务体验及客户咨询服务 通过扩大现有客户的投资组合加强客户与我行的关系 主动发现具有“优先理财”资质的个人理财客户, 并发掘其投资理财需求 积极支持产品和服务推广活动，完成销售和服务目标； Processes 通过参加定期的简报会议和培训获得有关产品的知识和服务的技巧； 通过理财产品考试并且参加后续教育,取得销售各个产品的资格证书； 通过证券投资基金从业资格两个科目考试并获得相关资格证书； 参加产品部门的培训，确保业务知识更新及巩固 Risk Management 遵守与你在呼叫中心工作职责的相关程序及控制的要求。（适用于所有级别职员） 遵守所有相关的政策和程序，包括所有监管规条，本地及集团的要求。（适用于所有级别职员） Governance 负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。 遵循银行的管理手册，操作手册和所有部门相关产品的既定政策。 学习并了解一切相关条例以及内部风险与合规的政策与程序 保持对金融行业相关动向的敏感。 Regulatory & Business Conduct 展示模范行为，并按照集团的价值观和行为准则执行。
Job Summary 职责范围： 客户销售与服务 Key Responsibilities • 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; •
Through proprietary software and AI, along with a focus on customer delight, Sleek makes the back-office easy for micro SMEs. We give Entrepreneurs time back to focus on what they love doing - growing their business