Account Relationship Manager

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

- 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:

- 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

- 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 industry QUALIFICATION & 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