Account Relationship Manager

KEY RESPONSIBILITIES

1.  Business and Sales & Marketing Management:

• • To achieve given individual as well as Share Trading Centre (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
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  2.  STC Operational & Service Quality Management

  • • Opening of account
  1. • 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
  2. • Handling of dealing:
  1. • 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
  3. • Handling of account / account maintenance:
  • Notify customer on any margin call, force selling, excesses
  • Notiafy customer on any corporate exercises (right issue, warrant expiry, general offer, capital reduction, share split etc)
  • ANttend to customer’s request (cash/FD/Share withdrawal, increase/reduce limit, conversion of warrant, call-warrant, loan-stock etc)
  • Monitor sNhare prices for clients & client’s order
  • To provide mrket update to clients
  4. • 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

   

  3. People & Talent Development

  To continuously improve personal skills and knowledge through superiors guidance and training to achieve STC’s efficiency where ARMs are able to work independently with minimum supervision
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• SKILLS
  
  Results focused, with a track record of achievement
  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
  Matured, Trustworthy, Compliant and hardworking
  Exceptional & extraordinary quality customer service – able to keep customer happy and satisfied.
  Meticulous and pay attention to details

KNOWLEDGE & INTEREST
 Interest and passion in the stock market and share investment
 Basics knowledge of equities industry

EXPERIENCE
Preferably with 2 years experience in similar areas ie dealing, sales and marketing of share margin, or any consumer
banking products

QUALIFICATIONS
Possess a recognised basic degree in Business Studies / Economics / Business Management / Accounting / Finance
/ Banking / Sales & Marketing or any related qualifications
Preferably with exempt dealer representative license (Module 6 & 7)