Our client, an international famous foreign Bank, is seeking for
1、Position: Branch Sales & Service Manager (BSSM)
Department: Regional Sales & Service, Consumer Bank
Location: Shanghai
Reporting line: BSSM
Scope of Role:
l Customer sales, service, branch operation and team management
Responsibilities:
Sales & Services
l Ensure branch staff are well managed to deliver Business Performance and exceed targets.
l Ensure a distinctive customer experience for target segments is created and enhanced at the branch.
l Coordinate with Regional Sales & Service Management Team to ensure key initiatives are executed properly in respective branch. .
l Facilitate the enhancement of sales & services skills of all sales staff by performing regular performance tracking of individual staff.
l Provide regular updates of Branch’s overall sales and service performance and key initiatives/events to Management.
l Focus on deepening relationships with the high value customers.
l Reduce overall cost and shift cost and investment from non-value-added activities to benefit customers.
l Outperform competitors by delivering superior customer benefits while avoiding price-based competition.
l Ensure timeliness & managing customer’s complaint.
Operations & Compliance Management
l Cascade code of conduct, compliance, mis-selling, and money laundering related information to staff.
l Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to AML Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
l To ensure all the operational and service issues of the branches in the district are properly managed.
l Ensure all Regulatory, Group Policies are adhered to in the branch and proper risk controls are in place.
l Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
l Ensure team awareness of all relevant regulations and internal Risk & Compliance policies and procedures.
l Enforce policy and procedures in breaches and potential breaches
Requirements:
l Solid years of related banking experiences with at least several years in managerial role
l Strategic thinking with an entrepreneurial mindset to start and expand a business
l Excellent relationship building skills to anchor customer and government officials as well as regulators at the senior level
l Good familiarity with bank operational procedures
l Strong marketing skills and a thorough knowledge of financial products and services. Sound knowledge of equities markets, unit trusts and other personal investment services
l Excellent communications, presentation and negotiation skills
Excellent leadership qualities to motivate the team
2、 Position: Customer Relationship Manager (CRM)
Department: Premium Banking/BSS (Branch Sales and Service), Consumer Banking
Location: Shanghai
Reporting line: BSSM
Scope of Role:
l Customer sales and service
Responsibilities:
l Deliver allocated performance targets for various product VSs.
l Maintain relationship with PrB customers and deliver Priority Banking (PrB) Proposition to ensure customers’ needs are met.
l Provide financial planning advice to customers by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
l Maximize customer profitability through disciplined relationship management and cross-selling.
l Actively participate in Priority Banking / Excel Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
l Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, and should report any suspicious activity to AML Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.
l Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
l Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
Requirements:
Experience:
l Have sales experience gained in the banking and financial services industry or other service industries
l Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred
Competency:
l Good investment counseling and analytical skills
l Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations
l Team player who shows initiative and assertiveness
l Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
l Good command of both spoken and written English and Mandarin
Education and Qualification:
l A University graduate