Affluent Client Acquisition Manager

Standard Chartered

Job Summary

Lead the Bank s Affluent client growth strategy by utilizing the Affluent client value proposition to acquire New to Bank Affluent clients.

• Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Executive Banking Team on full Affluent offering
• Also handle client-led requests via marketing campaigns and online pull
• Activate NTB clients, set up and educate clients on remote channel usage i.e., Online, Contact Centre, ATM, and hand-over clients to assigned Priority Banking Teams
• Acquisition & Sales Management
• Utilize available resources including the Affluent proposition, product benefits matching client needs, the Bank s brand, global network, ad hoc campaigns and specialist support to onboard affluent clients to the Bank
• Ensure early deepening of clients across multiple products to create client stickiness and to become the primary bank for the client s transactional, savings and investment needs
• Execute on-boarding activities across the Bank s local and international network to acquire Affluent clients
• Ensure that onboarded clients match the profile as set out for Affluent clients to ensure sustainable growth of the Affluent portfolio
• Ensure new clients have a seamless initial onboarding experience,
• Maintain the quality of the portfolio in terms of client qualification.
  
  

Key Responsibilities

• Ensure Customer Due Diligence requirements as prescribed by the bank are duly adhered to. All legal and compliance guidelines provided by the bank are adhered to.
• Data confidentiality and secrecy norms of the bank are fully adhered to.
• Ensure error free application and documentation, all the documents provided by the customer for completion of the account opening forms and/or loan application forms should be duly checked prior to submission.
• Ensure that the sales process prescribed by the bank is fully adhered to.
• Ensure full awareness of all policies related to Mis-selling etc. & comply the same.
• Maintain complete and detailed knowledge of all the assigned products.
• Be responsive to customer s needs and practice responsible selling, adhering to appropriate sales and marketing practices.
• Maintain accurate and up to date activity records.
• Ensure compliance with global AML & CDD standards
• Ensure compliance to internal and external regulations
• Ensure ORF / process universe adoption and governance
• Work collaboratively with FCC, AML, L&C on Due Diligence and all other processes as needed
• Provide input to governance and operational risk to define measures and controls for prevention
• Read, understand and comply with all provisions of the Group Code of Conduct.
• Zero Tolerance on Fraud and Mis selling
• Attend all required Trainings
  
  

Skills And Experience

• Manage Conduct
• Manage Risk
• Manage People
• Spot Opportunities
• Solve Problems
• Take the Lead
• Build Resilience