JOB SUMMARY

• Acquisition of NTB Priority Banking clients on balanced based and/or select top tier corporate clients on salary based.
• Through achievement of sales targets, contribute towards the Net Sales Revenue (NSR) targets of Client Acquisition (CA)
• Efficient and consistent delivery of customer delight whilst maintaining world class service standards within the Priority Banking unit
• Ensure timely and seamless handover of NTB Priority clients to deepening Relationship Manager/Banca
• Ensure proper customer due diligence is conducted and Priority clients are acquired as per Regulator/Group & in-country regulations/processes.

RESPONSIBILITIES

Strategy

• Acquisition of NTB Priority Banking clients on balanced based and/or select top tier corporate clients on salary based.
• Through achievement of sales targets, contribute towards the Net Sales Revenue (NSR) targets of Client Acquisition (CA)
• Efficient and consistent delivery of customer delight whilst maintaining world class service standards within the Priority Banking unit.
• Ensure timely and seamless handover of NTB Priority clients to deepening Relationship Manager/Branch
• Ensure proper customer due diligence is conducted and Priority clients are acquired as per Regulator/Group & in-country regulations/processes.

Business

• Acquiring Priority clients from affluent alliances, databases, mini catchment promotions, referral programs…etc
• Ensure a seamless handover of the acquired Priority clients to the deepening Relationship Managers/Branch.
• Maximise sales performance to achieve the sales target as per the score card in place.
• Hold regular review meetings with reporting line manager to assess performance and work out future plans

Processes

• Acquire sound knowledge on products and operational systems.
• Ensure proper controls are adhered to in expediting transactions.
• Ensure operational activity is documented to minimise risk and loss.
• Comply with all relevant policies and procedures covering regulatory, local and group requirements.
• Ensure control procedures outlined in the DOI are strictly adhered to.
• Ensure complaints are monitored and closed on a timely manner.

People & Talent

• Experience in the financial services industry, including demonstrated success in a similar role.
• Corporate engagement, communication, and presentation skills
• Negotiation and objection handling skills
• Retail client service knowledge.
• In depth knowledge of products, sales, services, delivery channels and customer segments.  
• Proven experience in Sales Business Planning 
• A Professorial Qualification related to Baking / Marketing.
• Excellent business acumen in business risk assessment.
• Excellent interpersonal skills and strong cross- cultural awareness

Risk Management

• Progress against balanced scorecard targets.
• Increase in product holdings per customer (PPC).
• Market share and net growth in PRB clients ‘base 
• Leverage.
• Service productivity metrics (e.g., TAT, % value / non-value added processes, error rates).
• Process improvement initiatives and complaint resolution.
• Customer satisfaction scores reflected in customer services surveys.
• Adherence to process, compliance, and operations risk.

Governance

• Customer satisfaction scores reflected in customer services surveys.
• Adherence to process, compliance, and operations risk.

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. 
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

• Client Relationships, Branching Banking, Retail Banking Operations, Retail Credit, Strategic Biz Information Mgmt., Clint Experience, WM, Retail Products. Analytics

Other Responsibilities

• Embed Here for good and Group’s brand and values in Sri Lanka / CPBB /Client Acquisition Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Qualification

• Education     A professional qualification or degree related to Sales and Marketing
• Training     Minimum of 2 years of experience in client acquisition / management in the service industry (preferably from a financial / banking industry)
• Languages     English, Sinhala and Tamil 

Role Specific Technical Competencies

• Self-motivated and strong inter-personal skills
• Self-motivated and highly developed inter-personal skills
• Target driven and ability to show results during tough market conditions.

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.