Assistant Manager Client Acquisition, Sme Banking

**JOB SUMMARY**
- To acquire New to Bank (NTB) clients on Business Banking Proposition. Ensure New Sales Revenue (NSR) is achieved against the set monthly Score Card Targets, whilst maximise cross sell of retail banking products on all NTB Clients on boarded under business banking proposition. Offer superlative customer experience and maintain operational control and continuous improvement in sales efficiency.

**RESPONSIBILITIES**

**Strategy**
- Onboard NTB clients under BB proposition while maintaining the minimum revenue thresholds.
- Ensure all NTB client enrolments to the straight to bank digital platform. To execute sales and marketing strategies for Business Banking. To cross sell multiple retail banking products at the time of on-boarding NTB BB clients to increase revenue and sustainable client relationship. Engage via on-site promotions/road shows, or via lead deposits provided by the segments. Effectively breakthrough into high profile SME /MM entities to ensure the right customer profile is tapped.

**Business**
- Connect with client, understand their financial requirement, and provide solution (Need based selling).
- Offer superior service to all customers and potential customers of the bank.
- Achieve assigned Balanced Score Card targets whilst offering an excellent customer service.
- Initiate discussion to cross-sell (Mortgages, Wealth & Insurance products)
- Look at creative ways of canvassing to capture opportunity working together with Head of Client Acquisition BB and Products Manager BB
- Suggest recommendations to management on creative ways of engaging with potential clients to develop more effective channels of sourcing BB clients.
- Ensure all Business and Marketing initiatives are effectively introduced and carried out.
- Ensure a seamless handover of the acquired Clients to deepening relationship Managers.
- Effective complain management and resolving system.

**Processes**
- Conduct proper customer due diligence and ensure miss-selling doesn’t take place.
- Knowledge of the Group Policy, Standards, Local Regulations and Legislation of the prevention of money laundering

**People & Talent**
- Experience in a target driven marketing role, including demonstrated success.
- Corporate engagement, communication and presentation skills.
- Negotiation and objection handling skills.
- Excellent business acumen in business risk assessment.
- Prior exposure in the financial services industry would be an advantage (Retail client service knowledge).
- Proven experience in Sales Business Planning.
- Good communication and negotiation skills with the ability to influence outcomes.
- Excellent Inter-personal skills, which encourages and promotes enthusiasm and team spirit.

**Risk Management**
- To comply with all applicable money laundering prevention/KYC/CDD procedures as per group, local regulator and report any suspicious activity to the Unit Money Laundering Prevention Officer and Line Manager.

**Governance**
- Conduct thorough and proper CDD (Conduct fulfilment) and background check for all NTB clients.
- Ensure strict compliance to all internal guidelines issued at both group and country level pertaining to HR, L&C, Finance, Credit and Operational Risk, SQ, Training and certification.

**Regulatory & Business Conduct**
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

**Key Stakeholders**
- SME team, WRB team, SME CET, CMS, Trade team, CFCC

**Other Responsibilities**
- Embed Here for good and Group’s brand and values in Sri Lanka CPBB business banking unit. Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)
- Professional qualification / experience related to the fields of sales, marketing or banking.
- Experience in a target driven marketing role, including demonstrated success.
- Corporate engagement, communication and presentation skills.
- Negotiation and objection handling skills.
- Excellent business acumen in business risk assessment.
- Prior exposure in the financial services industry would be an advantage (Retail client service knowledge).
- Proven experience in Sales Business Planning.
- Good communication and negotiation skills with the ability to influence outcomes.
- Excellent Inter-personal skills, which encourages and promotes enthusiasm and team spirit.
- Knowledge of the Group Policy, Standards, Local Regulations and Legislation of the prevention of money laundering.

**About Standard Chartered**
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