Job Description
JOB RESPONSIBILITIES
- Business and Sales & Marketing Management:
- To achieve given individual as well as STC’s sales and marketing target
- To aggressively market & identify new business opportunities & customer acquisition
- Establish networking aggressively within branches and broking firms:
- Conduct regular briefing and courtesy visit to branches to ensure branch sales staffs are aware of STC’s staff and Share Trading Center, and encourage cross-selling of Stockbanking product aggressively
- Conduct formal visit and briefing to stock broking firms to establish close counterpart relationship, as well as creating brand awareness
- Conduct regular visit to staffs of SME banking and Wholesale banking to ensure staffs are aware of STC’s staff and Share Trading Center, and encourage cross-selling of Stockbanking product aggressively
- Coordinate the competitors analysis and their latest package
- To create brand awareness by ensuring all communications are aligned with branding guidelines
- Cross selling:
- Cross sell ( by referrals ) other bank’s products ie: CASA, Credit Card, Mortgage, Privilege Banking etc to ensure customer’s banking interest are well taken care
2. STC Operational & Service Quality Management
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- Opening of account
- To know the customer background well, ensure customer risk profile are fully complied
- To ensure applications are processed within the turnaround time
- To witness the acceptance of legal documents
- Handling of dealing:
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- Execute order carefully & precisely
- Confirm order to customer immediately, and / or by end of the day
- Report any trade error / irregular transactions to immediate supervisor immediately
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- Handling of account / account maintenance:
- Notify customer on any margin call, force selling, excesses
- Notify customer on any corporate exercises (right issue, warrant expiry, general offer, capital reduction, share split etc)
- Attend to customer’s request (cash/FD/Share withdrawal, increase/reduce limit, conversion of warrant, call-warrant, loan-stock etc)
- Monitor share prices for clients & client’s order
- To provide market update to client
- To execute operational activities according to Dealing Manual developed and approved by the bank
- To execute operational activities according to Group and Bank standards and regulatory requirements with the objective of meeting audit standards
JOB REQUIREMENTS
SKILLS
- Results focused, with a track record of achievement
- Sales oriented
- Excellent interpersonal and effective communication skills
- Excellent team player & self-motivator who is proactive
- Strong analytical and problem solving skills with the ability to adapt to fast changes
- Willing to learn
- Willing to travel
- Matured, trustworthy and hardworking
- Exceptional & extraordinary quality customer service – able to keep customer happy and satisfied.KNOWLEDGE & INTEREST
- Keen interest in the stock market and share investment
- Basic knowledge of equities industryQUALIFICATION & EXPERIENCE
- A basic degree in Economics / Business Management / Accounting / Finance or any related qualification.
- Preferably with exempt dealer representative license
- Preferably with 2 years experience in similar areas ie dealing, sales and marketing of share margin, or any consumer banking products
