Business Acquisition Manager
Standard Chartered
- Jakarta
- Permanent
- Full-time
- A need based approach to source New to Bank (NTB) Priority Banking customers and engage the customer for new Business and refer PIC AUM qualified back to branch managed RM channel.
- Deliver sales targets to meet new business and acquisition goals.
- Conduct extensive marketing and systematic Telemarketing on leads provided and if needed, account management activities in bringing up the AUM qualified criteria.
- Participate in Priority and Commercial Clients (CC) activities, i.e. market outlook seminars, lifestyle events, year –end gathering and etc to acquire new to bank customers and referrals while exploring opportunity to upgrade existing bank customers to qualified Priority customers.
- Participate in sales promotion and activities to achieve/exceed defined sales targets.
- Prepare and consolidate accurate reports on sales activities.
- Drive portfolio growth through NTB
- Based on client profile, map client potential and work towards up streaming to Priority Banking segment.
- Read, understand and comply with all provisions of the Group Code of Conduct.
- Sound knowledge of all aspects of general banking, retail operations and credit operations / deposit and lending products / inspection and audit requirements, as applicable.
- Ensure zero operational loss and effective complaint management.
- Effective reject management for suspicious transaction
- Report any suspicious transaction immediately to the supervising officer of Fraud Control
- Ensure strict compliance and responsible for achieving and maintaining satisfactory audit rating
- Ensure Right sales process' to ensure Treating Customer Fairly (TCF) is implementing consistently to avoid mis-selling case
- Ensure KYC compliance for all new to bank customers
- Awareness of all the policies and procedures issued in relation to money laundering prevention
- Comply with all applicable Anti Money Laundering & Terrorist Financing (AML/TF) procedures
- Ensure strict compliance with all regulations and controls as set by the Bank and external regulatory authorities by all staff
- Ensure that effective arrangement are in place to comply with AML/TF requirements (CDD, Transactions Monitoring and Sanctions) as stipulated by Group & Local Regulator
- Perform CDD Periodic Review & Customer Data Updating
- Make prompt reporting of Suspicious Activity Report (SAR) to BMLPO or CMLPO at Head Office
- Ensure to join available AML/TF training (or e-training)
- Responsible for proper control of keys/ combination setting & password for safekeeping cash and valuable documents (if applicable)
- Ensure implementation of Clean Desk Policy
- Ensure kept no pre-signed blank form and customer copy ID
- Ensure customer data are kept properly in secured area
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Ensure strict compliance with all regulations and controls as set by the Bank and external regulatory authorities by all staff
- Wealth Management
- Priority Banking Segment
- Personal Banking Segment
- Business Banking Segment
- Brand & Marketing
- Branch Operations
- HR & Learning Academy
- Legal and Compliance
- CEPG
- SBIM
- Customers
- Ensure that all workplace for which they have responsibility are safe and do not present a risk to the environment
- Our Ideal Candidate
- AAJI
- WAPERD
- WPPE
- Account Management
- Addressing Customer Needs
- Customer Experience Management
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
- Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with with minimum global standards for annual and public holiday, which is combined to 30 days minimum
- Flexible working options based around home and office locations, with flexible working patterns
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.