Relationship Manager, Priority Banking (Oman) - Standard Chartered Bank - Masqat

Job Description

Job Description

1.Generate new business to achieve defined sales targets 
•To meet or exceed business targets in line with defined standards of performance. 
•Contribute proactively towards the growth of Investment Services and Priority Banking 
•Take the ownership for the development of robust and loyal HNW customer base, active marketing to customer acquisition 

2.Build and deepen relationship with existing Investment customers to achieve increase in share of wallet and revenue 
•To maintain a high standard of customer service in order to increase Bank's market share in Priority Banking business 
•To conduct business within the parameters pre-set by the bank, with respect to "customer product suitability" 
•To actively market value added investments to HNW customers 
•Adhere to standards for frequency and type of customer contact 
•Implement cross selling and other relationship building activities, 
•Prioritize activities based on the level of existing / potential business and revenue contribution of customers in assigned portfolio 
•Build an information database on existing Investment customers to support relationship building and cross selling efforts 
•Conduct highly professional consultative financial analysis and profiling sessions with Priority Customers to identify suitable local / cross border financial, insurance, property and investment products and services for then in order to achieve their personal financial and investment objectives 
•Deepen customer relationship by providing regular market information updates and trend analyses on international equities, bonds and other investment instruments through market specialists, for appropriate follow up calls / visits to assist them in their investment decisions 
•Conduct regular checks on market trends and competitors' offering and activities for target customer groups so as to enable the local business to initiate efforts to increase the attractiveness of the product differentiation 

3.Provide truly professional customer service to achieve a high level of customer satisfaction and retention 
•Consistently adhere to local and international service standards 
•Practice service excellence in handling customer issues, complaints, product enquiries in a timely, problem-free and responsive manner 
•Provide a high level of professionalism in conducting financial analysis and profiling with customers 
•Recommend improvements in operational processes, procedures and products based on monitoring of customer feedback to ensure constant enhancement of service levels and efficiency 
•To ensure strict adherence to internal CDD policies 

4.Ensure on going self development 
•Motivate oneself to improve on personal skills especially in relationship management, financial planning and analysis, investment counseling and recommending training I appropriate aspects 
•Upgrade oneself in knowledge and new development in banking, financial and investment products and services and ensure that certification and licensing requirements for the job are obtained as quickly as possible 

5.Anti Money Laundering. 
•Advice on the implementation of clear line of internal accountability and responsibility for money laundering prevention 
•Assist Priority Banking to ensure appropriate internal control and procedures are in place and documented. 
•To ensure that the Bank meets the Group and local AML standards and regulations. 
•To ensure that AML relevant staff are made aware of their relevant responsibilities. 
•To ensure that the AML relevant staff within their units are adequately trained. 
•To perform an independent review to ensure CDD documentation completeness and appropriateness. 
•To perform the quality checks on CDD periodic reviews. 
•To perform sample checks in order to ensure that daily and weekly exception reports are reviewed on a timely manner. 
•To ensure that AML records such as training records and suspicious transaction reports are retained for at least five years. 
•To maintains close communication with Country MLPO.

Key Roles & Responsibilities

•Deliver revenue budgets 
•Deliver budgeted parameters accross all scorecard parameters 
•Overall profitability of Investment Services in Oman 
•Achievement of profit and growth targets for the assigned customer portfolio 
•Achievement of service excellence to PRB customers and portfolio retention 
•Operational efficiency and effectiveness in branches for service to RPB customers. 
•Continuous enhancement of quality of the PRB products / services and overall programme 
•The overall image of SCB in the market place

Qualifications & Skills

Strong and relevant sales experience, preferably gained in the banking and financial service industry 
Minimum University degree 
•Sound knowledge of bank products and services and banking procedures ,equities markets, mutual funds and other personal investment services 
Basic investment counseling and analytical skills 
Excellent selling skills 
•Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations 
Effective oral and written communication skills 
•Good understanding of the main regulatory and internal compliance requirements pertaining to sales of investment products 
Team player who shows initiative and assertiveness 
Computer literate - able to use laptop computer and point of sale software competently 
•Self motivator who is keen to upgrade improved personal knowledge and skills to meet job requirements
Apply Now - Resume or CV with Job Post Title
Email: jobs@aarenconsultants.in