Team Lead, Bus. Dvpt, Priority Clients Acquisition at Standard Chartered Bank

Job description

• Accountability for driving sales and portfolio growth for Priority Clients Acquisition Team
• Contribution to the formulation of the sales and portfolio management strategy.
• Coaching, Training and Personal Development planning
• Monitoring performance and taking appropriate remedial action
• Embedding sales governance and sales management principles across the region
• Sales Governance
• Sales management
• Delivery of the Team's budget
• Quality of business introduced through proper profiling

JOB PURPOSE

• Driving the implementation of the Sales strategy to ensure growth of the Priority Clients book through innovative leadership of the region's team.
• Onboard NTB Priority Clients
• Onboard NTB potential clients with multiple product needs (e.g. Wealth Management, Wealth Management OD, Mortgage)
• Engage NTB clients via leads sourced from sources like agency, alliances and owners of our Supplier & Buyer ecosystem
• Ensures that the applications meet the required standard.
• Ensure the anomalies / errors / omissions are attended to before submitting the application to BOO Centre/Credit for further review / processing.

OTHER RESPONSIBILITIES

Business Development
Provide leadership to the BDOs, Priority Clients Acquisition team and support the Team to carry out the following responsibilities:

1. Prepare & set up (remote)

• Receive leads from leads management system - NTB from Alliances, Agency or Priority Centre
• Conduct research and preparation on client lead and prepare Bank's proposition
• Prepare all documents (digital) required for account opening and pre-fill forms where possible

Sources of Leads

• Owners of CC and BC companies and top management staff of C&IC Companies
• Introducers
• Paid referrals
• Alliances

2. Call/meet, deep sell (in person)

• Call or meet in person
• Listen and determine further needs
• Communicate the proposition
• Acquire clients with anchor products
• Set up KYC needs with KYC centre
• Educate and conduct initial set up for online, ATMs, Client Centre, and Branch

3. NTB: On-board, Activate and pass on (remote)

• On-board, activate as per the 100 day plan
• Prepare and pass on Client into interacting with the Bank via Online, Client Centre and Branch
• Ask for referrals

Qualifications and Skills

Enter qualifications and skills:
In compliance with the National Youth Service Corps (NYSC) Act of 2004, all applicants should ensure that they have completed the mandatory NYSC programme. A discharge certificate will be required as evidence of completion of the programme. Where an exemption has been granted, a certificate of exemption will also be required.