Assistant Manager, Business Account Acquisition

Dah Sing Financial Group

 

Reporting to Senior Manager, Business Banking Acquisition, you are expected to eplore new business opportunities in SME segment to generate lending businesses and revenues for the Bank.

Responsibilities:

  • Work towards KPI target by acquiring new SME account and CASA deposit balance.
  • Build and manage sales pipeline effectively by generating new leads from own network and working closely with branches to identify SME loan opportunities.
  • Conduct need assessment to map suitable financial products/service to meet customers’ needs and identify up-selling and cross-selling opportunities for SME and Retail Banking Business.
  • Follow through the whole loan application process, from application submission to loan drawdown.
  • Ensure KYC/CDD compliance for all new to bank and existing customers and exercise risk assessment for new customers by following all necessary procedure of KYC.
  • Prepare credit proposal and conduct regular review to ensure credit quality by following the Bank’s policy and procedures.
  • Comply with customer data protection, regulatory conduct, compliance requirements and practices as defined by internal and external requirements.
  • · Achieve and maintain excellent service quality to SME Business Banking customer and handle customer enquiries in a professional way to ensure a high level of customer satisfaction

Incumbent Requirements:

  • University degree in business Management/ Finance/ Related disciplines preferred.
  • Minimum 2 years’ experience in business banking, relevant experience in commercial lending or SME lending advantageous.
  • Sound knowledge in commercial credit, product and services with strong compliance mindset.
  • Excellent interpersonal, negotiation, analytical and communication skills.
  • Self-motivated, resilience, customer-centric, with good teamwork spirit.
  • Proficiency in both English and Chinese, fluency in Putonghua is an advantage.
  • Relevant insurance licensing (IIQE Paper 1, 2, 3) advantageous.
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 零售銀行服務
  • 銀行 ‧ 金融服務 - 風險管理
  • 銀行 ‧ 金融服務 - 一般 · 其他
僱用形式
  • 全職
教育程度
  • 學士

類近好工

Treasury Marketing Manager(GM-Corporate Sales)

Bank of China (Hong Kong) Limited

(Senior/ Assistant) Mortgage Sales Manager

Bank of China (Hong Kong) Limited

Officer, Authorization and Fraud Detection (Part-time)

Dah Sing Financial Group

債權管理主任

Promise (Hong Kong) Co., Limited

Officer / Senior Officer, Customer Services - 3-month Contract

Airstar Bank Limited

WeLab Bank - Senior Officer/ Officer, Account Operations

Welab Bank Limited