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Jobs in Singapore   »   Jobs in Singapore   »   Finance / Banking / Insurance Job   »   Relationship Manager/ Finance Advisers
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Relationship Manager/ Finance Advisers

State Bank Of India

State Bank Of India company logo

Job responsibilties:

Sales & Advisory

  • Market a range of retail banking and investment products.
  • Upsell and cross-sell the Bank's suite of products and services.
  • Offer advisory service recommending suitable wealth management products for potential customers.
  • Knowledge of internal policies and procedures to effectively manage the sales cycle and facilitate operational execution of transactions.
  • Report sales activities and results to the management on a regular and prompt manner.
  • Competent on all KYC/CDD procedures, AML guidelines and all other regulatory guidelines governing the Sales & Advisory process.
  • With the cues from customer feedback, pro-actively identify opportunities and provide feedback for improvements in all areas including product & service offering, sales process or operations.
  • Supporting, contributing, promoting and driving technology initiatives like Internet applications, mobile applications, etc towards promoting customer convenience and service excellence

Customer Relationship Management

  • Take ownership to respond for all customer issues and navigate internally to address issues promptly and/or escalate to relevant authorities promptly.
  • To act as a single point of contact for all customers under handling.

Operational Efficiency

  • Be responsible for 100% accuracy on the various forms submitted to Operations or to Partners for execution.
  • Jointly responsible for the up keep of the branch aesthetics as per the Corporate Identity guidelines.

Requirements

  • Bachelor's Degree or equivalent; preferably in Banking, Insurance & Financial Services
  • Minimum of 1-2 years of experience in sales and financial products and services.
  • CMFAS certified required - M5, M8, M8A, M9, M9A, HI, BCP, PGI.
  • Excellent customer focused mindset and strong interpersonal skills.
  • Sound knowledge of banking, wealth management and insurance products
  • Strong understanding of financial compliance and regulatory requirements in Singapore.

The compensation structure will have Basic Salary + Commission.

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