Verified Job
Accounting - Finance
Asset Specialist Standard Chartered Bank Maharashtra
Accounting - Finance
#290266
Remote / WFH
Job Description
Strategy
• Contribute to the digital agenda with maximum focus on digital closure of Assets product booking and deepening
• Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients.
• Engage priority clients by identifying and meeting needs via cross sell of retail Asset products (PL/Mort/BB/LAS.
• Follow the applicable contact management approach to drive engagement with priority - execute applicable sales campaigns as designed and released by country segment teams
• Conduct 'Needs based conversations' with clients to provide suitable Asset products. Focus on building relationship via consultative selling approach
• Maximize sales performance to achieve revenue targets of the segment channel - Meet or exceed applicable scorecard targets
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Drive digital adoption among clients
• Manage customer expectations and customer satisfaction tracked via RTF and NPS scores
Business
• Generate revenue and contribute to profitable growth by focusing on:
• Growing the Asset Book.
• Expanding and deepening revenue streams through existing Retail Assets products
• Delivering New sales revenue as per set targets
• Cross sell Asset Products to FUM qualified clients
• Offering TOP UP's to existing Asset products.
• Drive Asset penetration by activating new clients.
• Contribute to the digital agenda with maximum focus on digital closure of Assets product booking and deepening
• Undertake client engagement in line with the Affluent Client coverage model - Support on-boarding of Affluent clients.
• Engage priority clients by identifying and meeting needs via cross sell of retail Asset products (PL/Mort/BB/LAS.
• Follow the applicable contact management approach to drive engagement with priority - execute applicable sales campaigns as designed and released by country segment teams
• Conduct 'Needs based conversations' with clients to provide suitable Asset products. Focus on building relationship via consultative selling approach
• Maximize sales performance to achieve revenue targets of the segment channel - Meet or exceed applicable scorecard targets
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Drive digital adoption among clients
• Manage customer expectations and customer satisfaction tracked via RTF and NPS scores
Business
• Generate revenue and contribute to profitable growth by focusing on:
• Growing the Asset Book.
• Expanding and deepening revenue streams through existing Retail Assets products
• Delivering New sales revenue as per set targets
• Cross sell Asset Products to FUM qualified clients
• Offering TOP UP's to existing Asset products.
• Drive Asset penetration by activating new clients.
