Business Development Executive, Employee Banking
渣打银行(中国)有限公司
- 公司规模:1000-5000人
- 公司性质:外资(欧美)
- 公司行业:银行
职位信息
- 发布日期:2017-07-18
- 工作地点:上海-浦东新区
- 招聘人数:1人
- 学历要求:本科
- 语言要求:英语 熟练
- 职位类别:其他
职位描述
职位描述:
Scope of Role:
Employee Banking is end-to-end Retail banking services and solutions delivered to customer through individual payroll accounts. Business Development Manager is the link between a corporate client and the bank, anticipating and understanding the client's specific needs and offering solutions. The solutions could be in the form of service information or a specific banking product. Business Development Executive assists Business Development Manager, is responsible for acquisition on employee sign-ups, maximizing employee needs at point of origination and deepening relationship of assigned portfolio of employees.
It is sales and service role on both corporate and individual ends, and is the key to drive New-to-Bank (NTB) to Retail Clients Branch. Their goal is to create credibility, build strong, lasting client relationships, to bring New Employee Banking Corporate and contribute high value New-to-Bank (NTB) customer to branch, No. of CASA account, especially for AUM and revenue growth.
Key Responsibilities:
- To approach and sign-up individual employees (Expatriate Program and Local Package)
- To make sure and maximize needs met at point of origination through assessing and meeting client’s needs
- To lead with cross-selling asset(CC, PL)/WM/Insurance; plan and manage onsite corporate events, road shows, seminars, etc. with aim of increasing employee sign-ups and employee penetration of each corporate
- To assist corporate employees in end-to-end application documentation, follow up supporting documentation until submission, where required
- To assist Implementation Manager on bulk account opening, processing and monthly payroll disbursement, where required
- To build up and deepen relationship of a portfolio of employees through proactive activation, cross-selling activities to ensure portfolio AUM, revenue growth.
- To assist Business Development Manager to maintain relationship with key corporate clients, main contacts in HR, Finance. Deepen relationship with internal stakeholders in Corporate and Institutional Clients (CIC) and Commercial Clients (CC), Branch Client Relations, Client Acquisition and cross-functions, where required
- To ensure Money Laundering Prevention Policy and Customer Due Diligence procedures are thoroughly understood and adhered in business activity; accountable for implementing and complying with AML requirements when performing duties
- To ensure skills and knowledge acquired is applicable to business (Retails banking is necessary, corporate banking preferred), participate actively in training program, meeting, briefings organized by the bank.
- To ensure quality service to corporate client, throughout every contact window from corporate in finance, HR and top executives… etc. Minimize customer complaint within bank standard and zero-tolerance on any misconduct.
Selection Criteria:
- Bachelor’s degree, major in Business/finance /Accounting preferred
- At least 5 years relevant experience within foreign banks or reputable multinational corporate in sales & marketing role
- High language ability, fluent in English; effective verbal and written communication skills
- Good presentation skills; good PC skills especially in PowerPoint
- Good communication skill
- Capable enough who work independently to lead and complete project
- Sound knowledge of bank’s products, services and procedures
- Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
- Team player who shows initiative and assertiveness
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Scope of Role:
Employee Banking is end-to-end Retail banking services and solutions delivered to customer through individual payroll accounts. Business Development Manager is the link between a corporate client and the bank, anticipating and understanding the client's specific needs and offering solutions. The solutions could be in the form of service information or a specific banking product. Business Development Executive assists Business Development Manager, is responsible for acquisition on employee sign-ups, maximizing employee needs at point of origination and deepening relationship of assigned portfolio of employees.
It is sales and service role on both corporate and individual ends, and is the key to drive New-to-Bank (NTB) to Retail Clients Branch. Their goal is to create credibility, build strong, lasting client relationships, to bring New Employee Banking Corporate and contribute high value New-to-Bank (NTB) customer to branch, No. of CASA account, especially for AUM and revenue growth.
Key Responsibilities:
- To approach and sign-up individual employees (Expatriate Program and Local Package)
- To make sure and maximize needs met at point of origination through assessing and meeting client’s needs
- To lead with cross-selling asset(CC, PL)/WM/Insurance; plan and manage onsite corporate events, road shows, seminars, etc. with aim of increasing employee sign-ups and employee penetration of each corporate
- To assist corporate employees in end-to-end application documentation, follow up supporting documentation until submission, where required
- To assist Implementation Manager on bulk account opening, processing and monthly payroll disbursement, where required
- To build up and deepen relationship of a portfolio of employees through proactive activation, cross-selling activities to ensure portfolio AUM, revenue growth.
- To assist Business Development Manager to maintain relationship with key corporate clients, main contacts in HR, Finance. Deepen relationship with internal stakeholders in Corporate and Institutional Clients (CIC) and Commercial Clients (CC), Branch Client Relations, Client Acquisition and cross-functions, where required
- To ensure Money Laundering Prevention Policy and Customer Due Diligence procedures are thoroughly understood and adhered in business activity; accountable for implementing and complying with AML requirements when performing duties
- To ensure skills and knowledge acquired is applicable to business (Retails banking is necessary, corporate banking preferred), participate actively in training program, meeting, briefings organized by the bank.
- To ensure quality service to corporate client, throughout every contact window from corporate in finance, HR and top executives… etc. Minimize customer complaint within bank standard and zero-tolerance on any misconduct.
Selection Criteria:
- Bachelor’s degree, major in Business/finance /Accounting preferred
- At least 5 years relevant experience within foreign banks or reputable multinational corporate in sales & marketing role
- High language ability, fluent in English; effective verbal and written communication skills
- Good presentation skills; good PC skills especially in PowerPoint
- Good communication skill
- Capable enough who work independently to lead and complete project
- Sound knowledge of bank’s products, services and procedures
- Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements
- Team player who shows initiative and assertiveness
职能类别: 其他
公司介绍
渣打是一家领先的国际银行集团,业务网络遍及全球59个最有活力的市场,为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好,始终如一(here for good)”中得到充分体现。
渣打集团有限公司在伦敦及香港的交易所上市。
作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。
2021年,渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉,包括: “一带一路”绿色投资原则能力建设领袖奖、广东省金融创新奖三等奖、债券通优秀做市商、CIPS跨境支付结算卓越参与者、《澎湃》年度外资银行、《华尔街见闻》年度卓越外资银行、《彭博商业周刊》年度银行卓越大奖、《21世纪经济报道》卓越大湾区银行、《金融界》杰出风险控制管理奖、《经济观察报》年度卓越零售银行、《界面》年度臻善企业、财富管理获《证券时报》ESG实践天玑奖、《贸易金融》***供应链金融银行、《亚洲银行家》中国***顾客忠诚度项目/应用奖、The Assets***交易银行、***流动资金管理银行、“国际金融论坛”全球绿色金融创新奖、“中国企业社会责任国际论坛”金蜜蜂企业、智联招聘中国年度优选雇主等。
联系方式
- Email:tasfgto.chinahr@sc.com
- 公司地址:上海市浦东新区世纪大道201号渣打银行大厦18楼 (邮编:200120)