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Team Lead-Priority Client Acquisition

1 month ago

mumbai, India Standard Chartered Bank Full time

Role Responsibilities

Business

Achieve personal sales target Segment focus, customer focussed needs-based selling Being a Priority Clients Acquisition Executive, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to Liabilities, Insurance and Investment for such customers as mandated by the Bank. It will also involving deepening these relationships by cross-selling various product 

Risk Management

Conduct CDD, MLP & TCF diligently Zero tolerance – Fraud, Mis-selling Attend training, acquire knowledge and apply to job function Adhere to all policies, guidelines and procedures, comply with local regulatory requirements To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager

Our Ideal Candidate

Substantial experience in the banking industry, including demonstrated success in a similar role. Must possess sharp business / sales acumen, excellent interpersonal skills and multi-cultural awareness and sensitivity. Ability to work with geographically dispersed and highly varied stakeholders At least 2-3 years of relevant experience across CASA sales in the region

Role Specific Technical Competencies

Business – Market Knowledge Business – Products and Processes FM – Products – Bonds and Loans

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