JOB SUMMARY
The role holder will be responsible for establishing and maintaining strong relationships with our Chinese clients which will translate into revenue and growth for the bank.
The growth metrics measured include:
Portfolio growth
Growth in Product Per Client
Increase in revenue per client
Growth in number of clients
Revenue growth
Cost Management
Service Excellence
Operational Excellence and Compliance
RESPONSIBILITIES
Engaging and deepening activities
Methodically engage (remote)
Have complete knowledge of the clients in terms of the profile & assets
Create analytics-backed conversation
Engage clients through the digital channels (calls, virtual meetings, webinars, email)
Needs/Achor Products; Individual banking products (PL, CASA etc), Wealth Products
Meet & deep sell (remote)
Develop a comprehensive Account Plan for at least 20% of client base
Meet virtually to meet advisory needs (once a quarter)
Connect client with specialists
Connect for periodic CDD reviews
Conduct fulfillment & activate
Refer most servicing activities to Client Service Managers
Key Stakeholders
Product Specialists
Client Service Manager, Affluent
CDD team
Branch Manager
Product Managers
Qualification
CISI Level 2
Bancassurance Certification
Knowledge of Chinese Language Mandatory
