JOB DESCRIPTION

JR Number          : 

Job Title   :   Sales Officer, New Business (銷(xiāo)售主任, 零售業(yè)務(wù)部)

Job Grade         :   C3 - C1

Reports to        :   Line manager

Location  :   SH-JA

Terms               :   SCB contract-1yr contract

Scope of Role:

To market and manage the relationship with customers and prospects with a solution-based approach by understanding the customers business needs for lending, cash and investment related products with the aim of enhancing revenue, identifying opportunity and providing value added solutions, therefore achieving long term sustainable growth.

工作范疇：

了解客戶(hù)對(duì)貸款、現(xiàn)金和投資等相關(guān)產(chǎn)品的需求，開(kāi)發(fā)及維護(hù)客戶(hù)關(guān)系，完成銷(xiāo)售目標(biāo)；為實(shí)現(xiàn)長(zhǎng)期的可持續(xù)發(fā)展的增長(zhǎng)，識(shí)別機(jī)會(huì)并致力于提供增值解決方案。

Key Responsibilities/Challenges:

• A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve

       performance.

• Proactively manage existing and prospective clients, accounts and follow up of relations
• Direct impact on sales performance in terms of the loan drawdown amount. As per agreed business targets.
• To conduct extensive and systematic Telemarketing call, if needed, and account management activities in

        promoting designated products and services.

• Actively cross-sell the bank other products / services and ensure annual financial budget is met
• To provide quality, efficient before and after sales services.
• To prepare and consolidate accurate reports on sales activities.
• To comply with all applicable money laundering prevention procedures and in particular, report any suspicious

        activity to the Unit Money Laundering Prevention Officer and line manager.

• Based on a "shared sense" of purpose and approach within CB
• Based on a clear division of roles (and no duplication of effort) within MD

主要職責(zé)：

• 以周全、創(chuàng)新的方法使客戶(hù)滿(mǎn)意，提升競(jìng)爭(zhēng)優(yōu)勢(shì)及業(yè)績(jī)表現(xiàn)；
• 積極主動(dòng)的管理現(xiàn)有和潛在的客戶(hù)，提供業(yè)務(wù)幫助，跟進(jìn)各類(lèi)關(guān)系；
• 根據(jù)所制定的業(yè)務(wù)目標(biāo)，達(dá)到放款指標(biāo)；
• 進(jìn)行廣泛和系統(tǒng)的促銷(xiāo)活動(dòng)，如電話營(yíng)銷(xiāo)。如果需要，對(duì)指定產(chǎn)品和服務(wù)進(jìn)行營(yíng)銷(xiāo)；
• 主動(dòng)銷(xiāo)售銀行其它產(chǎn)品和服務(wù)，確保達(dá)到年度銷(xiāo)售業(yè)績(jī)指標(biāo)；
• 提供高質(zhì)量、高效的售前和售后服務(wù)；
• 編寫(xiě)和維護(hù)有關(guān)銷(xiāo)售活動(dòng)的準(zhǔn)確報(bào)告；
• 遵守所有相關(guān)的反洗錢(qián)程序，對(duì)于所有可疑事件，及時(shí)向部門(mén)反洗錢(qián)主管和直線經(jīng)理匯報(bào)。

Selection Criteria:

• Possess at least a College/University degree and above; or have relevant working experience
• Relevant experience in banking, foreign banks/multinational corporate experience is preferred
• Good knowledge of bank products, policies, and business strategy
• Good credit appraisal and marketing skills with the ability to interpret financial information
• General understanding of the economic, commercial, political and business environment of the region
• Optimistic, willing to work under high pressure
• Quick learner
• Good communication and presentation skills
• Presentable, good personality with good business etiquette

職位要求：

• 大專(zhuān)及以上學(xué)歷，或具有同等學(xué)歷的相關(guān)工作經(jīng)驗(yàn)；
• 有相關(guān)銀行、跨國(guó)企業(yè)銷(xiāo)售經(jīng)驗(yàn)者優(yōu)先；
• 了解銀行產(chǎn)品、政策及經(jīng)營(yíng)策略；
• 良好的信用評(píng)價(jià)與營(yíng)銷(xiāo)技能，對(duì)金融市場(chǎng)有敏銳觸角；
• 積極樂(lè)觀，愿意承受工作壓力；
• 良好的溝通，表達(dá)及學(xué)習(xí)能力；
• 優(yōu)良的個(gè)性品質(zhì)，勇于銷(xiāo)售及解決業(yè)務(wù)過(guò)程中的問(wèn)題。

Other then the above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.

員工需遵循由其直屬經(jīng)理所指派的除上述工作職責(zé)外的任何工作內(nèi)容和任務(wù)。

Please note that the job description above will be reviewed during the Job Objective setting every year, which may be amended and agreed where necessary by the employee and the line manager.  

請(qǐng)注意以上工作范圍和職責(zé)描述將于每年訂立年度工作目標(biāo)時(shí)進(jìn)行回顧，并由直屬經(jīng)理和員工于必要時(shí)進(jìn)行修訂和達(dá)成一致。

____________________                                __________________

Signed by Line Manager                                 Date

____________________                                __________________

Signed by Job Holder                                      Date