优先理财业务拓展顾问

渣打银行(中国)有限公司

浦东新区-陆家嘴街道 | 无工作经验 | 本科

2021-03-09发布

招聘人数:2人

15-20万/年

申请职位

职位信息

Scope of Role: To pro-actively promote designated Retail Banking products and services and acquire new customers. 工作范畴: 主动推广指定的个人银行产品和服务及开发新客户。 Key Responsibilities/Challenges: Participate in sales promotions and activities to achieve/exceed defined sales targets. Engage NTB Affluent Banking via leads sourced from varies channels. A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance. 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. 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 Accountable for implementing and complying with AML requirements when performing duties 职位描述: 1.参与促销活动,完成或超额完成指定的销售目标; 2.跟进销售机会,开发新客户; 3.以周全、创新的方法使客户满意,提升竞争优势及业绩表现; 4.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; 5.提供高质量、高效的售前和售后服务; 6.编写和维护有关销售活动的准确报告; 7.负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。 Selection Criteria: •College/diploma degree or above; •1 year working experience or above in financial or mortgage / real estate Industry is preferred. •Relevant experience in banking 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 •Strong personal integrity with zero disciplinary record in any previous job •Good communication and presentation skills •Presentable, good personality with good business etiquette 任职资格: 1.本科及以上学历。 2.一年以上金融或房贷或房产行业 3.有相关银行行业销售 4.了解银行产品、政策及经营策略。 5.良好的信用评价与营销技能,对金融市场有敏锐触角。 6.良好的个人诚信,无任何纪律处分纪录 7.良好的沟通,表达及学习能力。 8.优良的个性品质,勇于销售及解决业务过程中的问题。

联系方式

上班地址:浦东

渣打银行(中国)有限公司


•外资(欧美)

• 少于50人

• 银行

渣打是一家领先的国际银行,业务网络遍及全球60个最有活力的市场,为来自145个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用其独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在其品牌承诺 “一心做好,始终如一(Here for good)”中得到充分体现。

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