锦鲤求职岗位描述
Description - External
Responsibilities:
Lead and drive collective performance of frontline sales to meet overall business outcomes assigned for investment products
Develop portfolio strategies and business plans with District Heads and Branch Managers to optimise sales capacity and effectiveness
Deliver CIO market updates and house views on timely basis and provide clear tactical strategy leveraging on CIO and GFM views to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers
Provide professional support and service to sales staff and customers on regular portfolio review for customers with sales staff. Conduct direct customer follow up in accordance to our CBG contact strategy
Manage assigned portfolio across branches to resolve complex enquiries and complaints
Provide regular and timely feedback to product taskforce team on customer acceptability on new investment products, services and sales issues
Compliance with physical and information security standards
Other project or initiatives assigned by line manager
Requirements
Education: Bachelor or above
At least 5 years experience in banks and with 3 years solid sales experience in banks related to investment business
Record excellent sales results on investment business
Possess sales management and coaching skills to achieve team performance
Functional competencies
Possess excellent knowledge of investment market trends and competitive activities and be able to react and identify opportunities in response to the changing landscape
Excellent sales and service attitude
Able to communicate well with internal and external customers
Able to work under pressure and as a good team player
Intend to develop his/her career in banking field
Technical competencies
Good communication and problem solving skill
Fluent in both English and Chinese writing and speaking is preferred
Proficient in Excel, PowerPoint, Word, etc
Internal Description
Description - Internal
Responsibilities:
Lead and drive collective performance of frontline sales to meet overall business outcomes assigned for investment products
Develop portfolio strategies and business plans with District Heads and Branch Managers to optimise sales capacity and effectiveness
Deliver CIO market updates and house views on timely basis and provide clear tactical strategy leveraging on CIO and GFM views to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers
Provide professional support and service to sales staff and customers on regular portfolio review for customers with sales staff. Conduct direct customer follow up in accordance to our CBG contact strategy
Manage assigned portfolio across branches to resolve complex enquiries and complaints
Provide regular and timely feedback to product taskforce team on customer acceptability on new investment products, services and sales issues
Compliance with physical and information security standards
Other project or initiatives assigned by line manager
Requirements
Education: Bachelor or above
At least 5 years experience in banks and with 3 years solid sales experience in banks related to investment business
Record excellent sales results on investment business
Possess sales management and coaching skills to achieve team performance
Functional competencies
Possess excellent knowledge of investment market trends and competitive activities and be able to react and identify opportunities in response to the changing landscape
Excellent sales and service attitude
Able to communicate well with internal and external customers
Able to work under pressure and as a good team player
Intend to develop his/her career in banking field
Technical competencies
Good communication and problem solving skill
Fluent in both English and Chinese writing and speaking is preferred
Proficient in Excel, PowerPoint, Word, etc
Location:
PRC - Beijing
Job:
Product Sales
Schedule:
Regular
Employee Status:
Full time