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In 1965, the Standard Bank of South Africa merged with the Bank of West Africa acquiring businesses including a banking operation in Nigeria, which dated back to 1894. The name was then changed to Standard Bank of West Africa. Four years after the merger, Standard Bank Nigeria was incorporated locally to take over the business in Nigeria. In 1971, 13% of the...
In/outbound ETB advice & sales
â–ªClient deepening and retention
â–ªPortfolio of “high-value” Priority Clients besides other clients
â–ªEngage Priority & hidden affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
â–ªMeet clients when required (ie once a month)
â–ªPrepare and educate clients to interacting via Mobile/Web, Client Centre
â–ªCovers for members of Priority Team when they are not available (team)
NTB referrals from clients
â–ªAcquire and activate new clients referred from ETB clients
. Methodically engage (remote)
Needs/anchor products
â–ªIndividual banking products (Deposits, Wealth Products, Mortgage, CC)
â–ªHave complete knowledge of the clients in terms of the profile & assets
â–ªCreate analytics-backed next best conversation
2. Meet & deep sell (remote & in person)
â–ªMeet in person to meet advisory needs(once a month/quarter)
â–ªConnect client with specialists
â–ªSet up products
â–ªConduct/connect for periodic KYC
â–ªConduct fulfillment & activate
3. Service (remote)
â–ªAs needed by clients
â–ªRefer most servicing activities to Client Service Managers
1. Connect & prepare (remote)
Needs/anchor products
â–ªPL, CASA, CC, Wealth Products
â–ªConnect & start up referred leads
â–ªExplain proposition & requirements in full
2. Meet, deep sell & train (in person)
â–ªMeet, listen and determine further needs
â–ªSet up anchor products & initiate cross-sell
â–ªConduct/connect for KYC
â–ªEducate and conduct initial set up for Mobile/Web, ATMs, Client Centre, and Branch
â–ªConduct fulfillment & activate
In/outbound ETB advice & sales
â–ªClient deepening and retention
â–ªPortfolio of “high-value” Priority Clients besides other clients
â–ªEngage Priority & hidden affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
â–ªMeet clients when required (ie once a month)
â–ªPrepare and educate clients to interacting via Mobile/Web, Client Centre
â–ªCovers for members of Priority Team when they are not available (team)
NTB referrals from clients
â–ªAcquire and activate new clients referred from ETB clients
. Methodically engage (remote)
Needs/anchor products
â–ªIndividual banking products (Deposits, Wealth Products, Mortgage, CC)
â–ªHave complete knowledge of the clients in terms of the profile & assets
â–ªCreate analytics-backed next best conversation
2. Meet & deep sell (remote & in person)
â–ªMeet in person to meet advisory needs(once a month/quarter)
â–ªConnect client with specialists
â–ªSet up products
â–ªConduct/connect for periodic KYC
â–ªConduct fulfillment & activate
3. Service (remote)
â–ªAs needed by clients
â–ªRefer most servicing activities to Client Service Managers
1. Connect & prepare (remote)
Needs/anchor products
â–ªPL, CASA, CC, Wealth Products
â–ªConnect & start up referred leads
â–ªExplain proposition & requirements in full
2. Meet, deep sell & train (in person)
â–ªMeet, listen and determine further needs
â–ªSet up anchor products & initiate cross-sell
â–ªConduct/connect for KYC
â–ªEducate and conduct initial set up for Mobile/Web, ATMs, Client Centre, and Branch
â–ªConduct fulfillment & activate
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