【上海】渣打银行2011招聘信息

JOB DESCRIPTION

JR Number          : 

Job Title   :   Sales Officer, New Business (销售主任, 零售业务部)

Job Grade         :   C3 - C1

Reports to        :   Line manager

Location  :   SH-JA

Terms               :   SCB contract-1yr contract

Scope of Role:

To market and manage the relationship with customers and prospects with a solution-based approach by understanding the customers business needs for lending, cash and investment related products with the aim of enhancing revenue, identifying opportunity and providing value added solutions, therefore achieving long term sustainable growth.

工作范畴：

了解客户对贷款、现金和投资等相关产品的需求，开发及维护客户关系，完成销售目标；为实现长期的可持续发展的增长，识别机会并致力于提供增值解决方案。

Key Responsibilities/Challenges:

• A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve

       performance.

• Proactively manage existing and prospective clients, accounts and follow up of relations
• Direct impact on sales performance in terms of the loan drawdown amount. As per agreed business targets.
• To conduct extensive and systematic Telemarketing call, if needed, and account management activities in

        promoting designated products and services.

• Actively cross-sell the bank other products / services and ensure annual financial budget is met
• To provide quality, efficient before and after sales services.
• To prepare and consolidate accurate reports on sales activities.
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious

        activity to the Unit Money Laundering Prevention Officer and line manager.

• Based on a "shared sense" of purpose and approach within CB
• Based on a clear division of roles (and no duplication of effort) within MD

主要职责：

• 以周全、创新的方法使客户满意，提升竞争优势及业绩表现；
• 积极主动的管理现有和潜在的客户，提供业务帮助，跟进各类关系；
• 根据所制定的业务目标，达到放款指标；
• 进行广泛和系统的促销活动，如电话营销。如果需要，对指定产品和服务进行营销；
• 主动销售银行其它产品和服务，确保达到年度销售业绩指标；
• 提供高质量、高效的售前和售后服务；
• 编写和维护有关销售活动的准确报告；
• 遵守所有相关的反洗钱程序，对于所有可疑事件，及时向部门反洗钱主管和直线经理汇报。

Selection Criteria:

• Possess at least a College/University degree and above; or have relevant working experience
• Relevant experience in banking, foreign banks/multinational corporate experience is preferred
• Good knowledge of bank products, policies, and business strategy
• Good credit appraisal and marketing skills with the ability to interpret financial information
• General understanding of the economic, commercial, political and business environment of the region
• Optimistic, willing to work under high pressure
• Quick learner
• Good communication and presentation skills
• Presentable, good personality with good business etiquette

职位要求：

• 大专及以上学历，或具有同等学历的相关工作经验；
• 有相关银行、跨国企业销售经验者优先；
• 了解银行产品、政策及经营策略；
• 良好的信用评价与营销技能，对金融市场有敏锐触角；
• 积极乐观，愿意承受工作压力；
• 良好的沟通，表达及学习能力；
• 优良的个性品质，勇于销售及解决业务过程中的问题。

Other then the above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.

员工需遵循由其直属经理所指派的除上述工作职责外的任何工作内容和任务。

Please note that the job description above will be reviewed during the Job Objective setting every year, which may be amended and agreed where necessary by the employee and the line manager.  

请注意以上工作范围和职责描述将于每年订立年度工作目标时进行回顾，并由直属经理和员工于必要时进行修订和达成一致。

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Signed by Line Manager                                 Date

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Signed by Job Holder                                      Date