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Jobs in Singapore   »   Jobs in Singapore   »   Relationship Manager (Financial Advisor)*
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Relationship Manager (Financial Advisor)*

State Bank Of India

State Bank Of India company logo

About SBI Singapore

State Bank of India has been playing a major role in fulfilling the global aspirations of Indian corporations through its 235 foreign offices in 29 countries across the world. Our Singapore operations were set up in 1977 with an offshore banking license, equipping us with over four decades of experience in commercial and wholesale banking.

SBI Singapore achieved its Full Bank status with QFB privileges in the year 2008. With the grant of Full Bank status with QFB privileges. SBI Singapore now has 5 retail branches, 19 SBI ATMs and over 200 ATMs via the shared island wide ATM5 network. SBI has a suite of retail banking products which complement its existing corporate banking products thus enabling us to service both individual and corporate customers. SBI Singapore is now a member of FAST payment network facilitating instantaneous SGD fund transfer among the participating member Banks.

About the Role:

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.
  • 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.

You will need to have:

  • 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.

In exchange for your input you can expect to receive:

  • Competitive salary with performance-based commission
  • Continuous learning and professional growth opportunities.
  • Comprehensive medical coverage
  • Birthday Vouchers
  • Employee engagement activities

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