Job Description
To implement, drive and continuously improve the end-to-end pro-active client lifecycle management (i.e. Entrenchment) activities for Affluent clients in alignment with Group and Country Affluent Banking objectives (e.g., performance measures including transactability and product holding). To lead a team of entrenchment bankers to achieve the goals and set key performance measures aligned with strategic intent.
Qualifications
Type of Qualification: First Degree
Field of Study: Business, Banking or any other related field
Experience Required
3-4 years
Experience in sales and relationship management of clients and able to drive profitability and build relationships. Proven sales track record in the financial services industry.
Knowledge of the bank's products, services and digital platforms
Additional Information
Behavioural Competencies:
Adopting Practical Approaches
Articulating Information
Challenging Ideas
Checking Things
Meeting Timescales
Team Working
Technical Competencies:
Analysing and Interpreting Information
Interpreting Financial Statements
Planning, Forecasting and Budgeting
Product Knowledge
Risk Identification