PERSONAL FINANCIAL CONSULTANT in Dubayy [Dubai], United Arab Emirates

at Standard Chartered Bank

Banking / Financial Services
Consulting/Business Strategy & Planning
Minimum Qualification
Bachelor's Degree
Required Experience
5 - 7 years
Employment Type
Full Time
Male or Female

Job Description

Job Description   - To provide the highest level of personalized service to Consumer Banking Customers. 
- To acquire additional business in the form of relationship as well as liabilities and assets, from the target market of Consumer Banking (CB) business. 
- To achieve business, revenue and target for the Consumer Banking business and to implement local and global standards for the segment.



Key Roles & Responsibilities   - To achieve the agreed sales target as given by the Branch Sales Manager. 
- To solicit fresh customers as per agreed Bank’s sales policy, strategy, and targets. 
- To ensure Account Opening procedures are strictly adhered to as per policies and guidelines. 
- To develop a potential customer database for new business development. 
- To promote the highest level of customer service and responsiveness to Consumer Banking Customers. 
- To cross-sell other bank products to increase total portfolio for the Bank. 
- To visit existing Consumer Banking Customer for relationship deepening. 
- Intelligently access the needs and problems of the existing customers and guide them in the best solution of their queries and concerns. 
- To monitor customers fund movement and identity where customers falls below criteria level. 
- To maintain a highly decent professional environment in the PFC Centre. 
- To keep customers informed of new products/services and promotional activity. 
- To follow the sales management process on a regular basis and submit required reports to the Branch Manager on a timely basis. 
- To maintain a close coordination with the Operations staffs to provide prompt and excellent service to the banks customers. 
- To ensure the highest standards of know-your-customer requirements supported by documentation. 
- To ensure credit portfolio is managed in an efficient manner with zero expired facilities. 
- To ensure that the branch premises maintains highest standards of hygiene, cleanliness and comfort.


Qualifications & Skills   - University Degree. 
- Good inter-personal/communication skills. 
- Strong selling skills. 
- Strong customer service orientation. 
- Knowledge of Banking standards, products and services. 
- Have a good knowledge of the Groups Policy, Standards, local regulations and legislation of the prevention of money laundering. 
- Understanding of banking operations, money markets, regulations, and risk management.
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