Job Title: Personal Financial Consultant
Job ID: 376412
Location: Festac Town, Lagos
Organisation: Standard Chartered Bank Plc – SCB Nigeria
Sector: Banking and Finance
Job Description:
Client Acquisition & Value Management (Required); *Solicit new to bank customers *Extend existing customers¿ relationships into additional / new product areas *Grow & improve customers value and profitability by engaging & deepening existing customers relationships *Convert customer leads to sales *Generate potential new leads for other parts of bank e.g. Private Bank
Client Acquisition & Value Management (Excellence); *Successfully improve & continuously grow customer value & portfolio size by deepening existing customer relationships *Successful and consistent conversion of leads to sales *Upgrade potential customers to Excel and Private Banking
Consultative & Needs Based Selling (Required); *Consultative selling of multiple standard products to customers based on identified needs
Consultative & Needs Based Selling (Excellence); *Refer to product specialists to advise and promote more complex products based on identified needs
Relationship Mgmt (Required): *Proactively engage customers, establish & deepen relationship *Qualify customer requirements appropriately *Provide advice on potential financial solutions based on identified needs *Provide advice and respond appropriately to less complex queries
Relationship Mgmt (Excellence); *Build on existing relationships to grow/ and develop customers portfolio *Continuous engagement and build emotional connection with customers *Cultivates a customer pipeline *Anticipate future basic product needs given analysis of current state
Transaction Processing (Required); *Accurately process transaction documentation
Transaction Processing (Excellence); *Identify opportunities for transaction processing improvements
Key Roles & Responsibilities:
Progress against balance scorecard *No of new customers to the bank *Growth in product cross holding ratio *Customer Satisfaction Score / Net Promoter Score (NPS) *Adherence to process and compliance
Qualifications & Skills:
• Ability to provide accurate information and recommend appropriate solutions.
• Good interpersonal skills, ability to establish good rapport with colleagues and confidence in dealing with all level of management in cross-cultural environment.
• Salesmanship, energy and drive
• Strong customer service orientation
• Strong interpersonal and communication skills
• Sound knowledge of administrative procedures
Relevant academic and work experience
Must have product knowledge certification
Minimum requirement of a University Degree(BA/BSC)
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