Account Relationship Manager

JOB RESPONSIBILITIES

1. 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 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