JOB DESCRIPTION

JR Number          : 

Job Title   :   Sales Officer, New Business (銷售主任, 零售業務部)

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：

了解客戶對貸款、現金和投資等相關產品的需求，開發及維護客戶關系，完成銷售目標；為實現長期的可持續發展的增長，識別機會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：

• 以周全、創新的方法使客戶滿意，提升競爭優勢及業績表現；
• 積極主動的管理現有和潛在的客戶，提供業務幫助，跟進各類關系；
• 根據所制定的業務目標，達到放款指標；
• 進行廣泛和系統的促銷活動，如電話營銷。如果需要，對指定產品和服務進行營銷；
• 主動銷售銀行其它產品和服務，確保達到年度銷售業績指標；
• 提供高質量、高效的售前和售后服務；
• 編寫和維護有關銷售活動的準確報告；
• 遵守所有相關的反洗錢程序，對于所有可疑事件，及時向部門反洗錢主管和直線經理匯報。

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：

• 大專及以上學歷，或具有同等學歷的相關工作經驗；
• 有相關銀行、跨國企業銷售經驗者優先；
• 了解銀行產品、政策及經營策略；
• 良好的信用評價與營銷技能，對金融市場有敏銳觸角；
• 積極樂觀，愿意承受工作壓力；
• 良好的溝通，表達及學習能力；
• 優良的個性品質，勇于銷售及解決業務過程中的問題。

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理所指派的除上述工作職責外的任何工作內容和任務。

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.  

請注意以上工作范圍和職責描述將于每年訂立年度工作目標時進行回顧，并由直屬經理和員工于必要時進行修訂和達成一致。

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Signed by Line Manager                                 Date

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Signed by Job Holder                                      Date