Account Relationship Manager

Key Responsibilities 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

Results focused, with a track record of achievement

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:

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
• 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
• 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
• 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
• SKILLS
  

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)