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Senior RM, Priority Banking

full-time

Senior RM, Priority Banking

Standard Chartered Bank

Tovuti

About Standard Chartered 

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  

To us, good performance is about much more than turning a profit.  It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good. 

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

Role

1. Mandate:

 

a. In/outbound ETB advice & sales

  • Portfolio of “high-value”  Priority Clients besides other clients
  • Engage Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
  • Meet clients when required (ie once a month)
  • Prepare and educate clients to interacting via online, ajira Client Centre

b. NTB referrals from clients

  • Acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Priority Banker/Team

 

Requirements:

  • Acquiring from individual client referrals
  • Actively engaging during the first 3 months 
  • Supporting the client on any client-initiated needs
  • Proactively reaching out to client for advice discussions 
  • Delivering on transactions, service requests, mobile/online training
  • Proactively engaging with the “Hidden Affluent”
  • Updating KYC 
  • Migrating to Private Banking
  • Managing Client’s credit situation
  • Migrating newly Affluent

 

Skill requirements

  1. Product broadening
  • Enhanced multi-product Priority knowledge
  • Market and competition knowledge

 

  1. Client engagement
  • Presentation and soft skills tailored to engaging Affluent Clients
  • Internal stakeholder engagement skills
  • Closing deals
  • Ability to drive and manage client interaction
  • Communication and presentation skills
  • Negotiation and objection handling
  • Client training on digital solutions
  1. Journey completion
  • Discipline and time management to handle a client portfolio
  • Ability to solve problems and close issues without handing over
  • Strong analytical ability
  • Understanding of Priority  KYC principles
Kazi Nyingine Kutoka Kampuni hii

Muhtasari

  • Mahali: Dar es Salaam, Tanzania
  • Jina la Kazi: Senior RM, Priority Banking
  • Mwisho wa Maombi: 2020-02-17
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