Business Account Acquisition & Engagement Manager - Branch Distribution & Services

Position Summary

• Responsible for handling corporate account opening enquiries from various channels, making referrals efficiently and effectively to Business Development Team or branches to follow up, maximizing business opportunities through cross-selling and liaising with various departments to assist on corporate account opening

Responsibilities

• To adhere pre-set workflow in handling customer enquiries on corporate account opening and perform cross-selling to maximize business opportunities
• To handle referrals from internal / external sources and proactively  explore for various business opportunities based on customer needs in professional manner
• To liaise with different departments for efficiency enhancement on corporate account opening
• To communicate with customers the requirement of corporate account opening and related products of the Bank
• To liaise with various product owners and provide suggestions for product and service enhancement
• To seek business collaboration with various departments
• To ensure all procedures are in compliance with all policies, rules, guidelines, requirements prescribed by regulators as well as the Bank
• To work closely with Business Development Team and branches for the follow up of referral cases so as to maximize business opportunities and offer excellent customer experience

Requirements

• University graduate;
• HKSI (Paper 1, 7, 8 or equivalent), IIQE (Paper 1, 2, 3 or equivalent) & MPF
• Minimum of 5 years’ experience in banking sector cover the following:
• At least 1 year of managerial position, preferably with solid experiences in sales management and performance management;
• Proven successful track record to monitor and motivate the sales performance of sizeable business units;
• Sound knowledge about the bank’s products and services, sales practices and sales compliance requirements;
• Strong leadership, good communication and analytical skills, self-motivated.
• Good command of written and spoken English and Chinese, preferably including Putonghua