Inbound and outbound NTB sales & activation (CIC/CC: onsite, lists) |
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Key Roles and Responsibilities
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Connect & explain (remote) Connect with identified employees (based on B2B set of leads)
Explain proposition & requirements in full
Connect with identified employees (based on B2B set of leads)
Explain proposition & requirements in full
Prepare & set up (remote) Pre-send product bundles description and bank proposition Conduct remote KYC Collect all documents (digital) required for account opening and pre-fill forms Meet, deep sell & train (in person) Meet in person (ensure Priority Banker joins if Affluent) Listen and determine further needs Set up anchor products Initiate discussion to cross-sell Educate and conduct initial set up for online, ATMs, Client Centre, and Store
Main bank operating account, family needs (e.g., family CASA), in-ternational needs (e.g., foreign currency acco-unt), lending products (personal loan, mortgage)
Activate (remote)
Conduct fulfillment
Pass on referrals/leads of other products to respective specialists
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Qualifications and Skills
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Product broadening Enhanced multi-product Priority/ Personal knowledge Market and competition knowledge Client engagement Closing deals Client training on digital solutions Communication and presentation skills Negotiation and objection handling Journey completion Understanding of Priority / Personal Client KYC principles |
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Diversity and Inclusion
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Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential. |