Client Acquisition Manager

Job Summary

Lead the Bank’s Affluent client growth strategy by utilizing the Affluent client value proposition to acquire New to Bank Affluent clients.

• Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Executive Banking Team on full Affluent offering
• Also handle client-led requests via marketing campaigns and online pull
• Activate NTB clients, set up and educate clients on remote channel usage i.e., Online, Contact Centre, ATM, and hand-over clients to assigned Priority Banking Teams

• Utilize available resources including the Affluent proposition, product benefits matching client needs, the Bank’s brand, global network, ad hoc campaigns and specialist support to onboard affluent clients to the Bank
• Ensure early deepening of clients across multiple products to create client stickiness and to become the primary bank for the client’s transactional, savings and investment needs
• Execute on-boarding activities across the Bank’s local and international network to acquire Affluent clients
• Ensure that onboarded clients match the profile as set out for Affluent clients to ensure sustainable growth of the Affluent portfolio
• Ensure new clients have a seamless initial onboarding experience
• Maintain the quality of the portfolio in terms of client qualification.

• Ensure “Customer Due Diligence” requirements as prescribed by the bank are duly adhered to. All legal and compliance guidelines provided by the bank are adhered to.
• Data confidentiality and secrecy norms of the bank are fully adhered to.
• Ensure error free application and documentation, all the documents provided by the customer for completion of the account opening forms and/or loan application forms should be duly checked prior to submission.
• Ensure that the sales process prescribed by the bank is fully adhered to.
• Ensure full awareness of all policies related to Mis‑selling etc. & comply the same.
• Maintain complete and detailed knowledge of all the assigned products.
• Be responsive to customer’s needs and practice responsible selling, adhering to appropriate sales and marketing practices.
• Maintain accurate and up to date activity records.

• Ensure compliance with global AML & CDD standards
• Ensure compliance to internal and external regulations
• Ensure ORF / process universe adoption and governance
• Work collaboratively with FCC, AML, L&C on Due Diligence and all other processes as needed
• Provide input to governance and operational risk to define measures and controls for prevention
• Read, understand and comply with all provisions of the Group Code of Conduct.
• Zero Tolerance on Fraud and Mis selling
• Attend all required Trainings

• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Manage regulatory relationships in relation to the Retail Banking business in the UAE.
• Embed the Group’s Values and Group Code of Conduct to ensure adherence with the highest standards of ethics. Comply with relevant policies, processes and regulations, as part of the culture. Embed Here for good and Group’s brand and values in the UAE

• Onboarding & CDD
• Conduct and Financial Crime Compliance
• Retail Operations
• Client Experience
• Priority Relationship Managers
• Premium Executives
• Affluent Banking CVP
• Retail Products
• Wealth Management
• Branch Banking
• Credit Initiation
• Digital BankingSBIM

• Perform other responsibilities as assigned under Group, Country, Business or Functional policies and procedures.

• Manage Conduct
• Manage Risk
• Manage People
• Spot Opportunities
• Solve Problems
• Take the Lead
• Build Resilience

• University Graduate.
• Relevant experience in sales and relationship management.
• Previous experience of Deposits / Liability in UAE market.
• Previous Direct Sales experiences in UAE market
• Demonstrated ability in sales planning.
• Strong communication and negotiation skills with the ability to influence…