Personal Financial Manager Nigeria - SCB Lagos Sept. 2014
Vacancy for a Personal Financial Manager at Standard
Chartered Bank
PERSONAL FINANCIAL MANAGER
JOB PURPOSE
-To acquire, grow and deepen customer relationships in the
Personal Banking segment through excellent service delivery, with special focus
on analysis and satisfaction of their personal, financial as well as investment
needs and objectives.
*Accountability for the acquisition and growth of Personal
Banking Segment in accordance with business goals.
*In branch Sales
*Ensure smooth and efficient provision of services to
customers, in charge of branch customer experience.
*Report, resolve and eliminate root causes of customers’
complaint.
KEY RESPONSIBILITIES
1).Generate new business to achieve defined sales targets
*In consultation with the Branch Manager, draw up monthly
plans for achieving new business and customer acquisition goals committed for
the assigned branch.
*Source and call on individual prospects as well as organize
and conduct sales presentations to groups, clubs, associations, companies and
other organizations within the assigned branch, actively drive in-branch staff
training.
*Actively participate in marketing and promotional
activities for customer acquisition.
*Solicit referrals from other parts of the SCB Group
especially during periods of staff incentive promotional drives.
2).Build and deepen relationships with Personal Banking
Customers to achieve increase in share of wallet and revenues
*In consultation with the Branch Manager, determine monthly
plans and implement sales and service process to achieve committed targets for
incremental business from existing wealth Customers, and effectively:
a)carry out agreed sales initiatives.
b) adhere to standards for frequency and type of customer
contact
c) implement cross-selling and other relationship building
activities, and
d)prioritize activities based on the level of existing /
potential business and revenue contribution of customers in assigned portfolio.
*build an information database on existing Personal Banking
Customers to support relationship building and cross-selling efforts.
*conduct highly professional consultative financial analysis
and profiling sessions with wealth Customers to identify suitable local /
cross-border financial, property and investment products and services for them
in order to achieve their personal financial and investment objectives.
*foster and deepen customer relationships by providing
regular market information updates and trend analyses on local and
international equities, unit trusts, bonds and other investment instruments
through market specialists, for appropriate follow up calls / visits to assist
them in their investment decisions.
*implement loyalty-rewarding programme(s) to reinforce
customer relationships.
*keep a— of customers’ needs and conduct regular checks on
market trends and competitors’ programme offering and activities for target
customer groups so as to enable the local business and Group to initiate
efforts to increase the attractiveness of the programme / product
differentiation vis-a-viz local / global competition.
*plan, target and cross-sell integrated business financial
services to wealth Customers who are self-employed professionals and
businessmen.
3).Provide truly professional customer service to achieve a
high level of customer satisfaction and retention
*Consistently adhere to local and international service
standards.
*Practice service excellence in handling customer issues,
complaints, product enquiries in a timely, problem-free and responsive manner.
*provide a high level of professionalism in conducting
financial analysis and profiling with customers.
*recommend improvements in operational processes, procedures
and products based on monitoring of customer feedback to ensure constant
enhancement of service levels and efficiency.
*Management of Service Delivery – Review of staff output to
ensure adherence to specified service standards. Manage / recommend workflow
changes for greater efficiency.
*In liaison with the Branch Manager, plan and manage staff
administrative issues for direct reports e.g
*Supervise day to day operational activities in the front
office.
*Ensure all positions are manned
-Carry out responsibilities, organize work flow and staff
leave
– Staff coaching and training where needed for improved
performance
QUALIFICATION & SKILLS
*Minimum of a 2nd Class degree in a relevant course.
*8-10 years banking experience
*Strong relationship management skills
*Good Communication and Interpersonal skills.
*Strong leadership 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.
Diversity & Inclusion
Standard Chartered is committed to diversity and inclusion.
We believe that a work environment which embraces diversity will enable us to
get the best out of the broadest spectrum of people to sustain strong business
performance and competitive advantage. By building an inclusive culture, each
employee can develop a sense of belonging, and have the opportunity to maximize
their personal potential.
KEY ROLES & RESPONSIBILITIES
Enter roles and responsibilities
QUALIFICATIONS & 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.
Diversity & Inclusion
Standard Chartered is committed to diversity and inclusion.
We believe that a work environment which embraces diversity will enable us to
get the best out of the broadest spectrum of people to sustain strong business
performance and competitive advantage. By building an inclusive culture, each
employee can develop a sense of belonging, and have the opportunity to maximize
their personal potential.
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