Senior Affluent Acquisition Manager

Source affluent NTB Global Indian clients for SCB India & UAE through various sourcing channels including self-sourcing.

• Source affluent NTB Global Indian clients for SCB India & UAE through various sourcing channels including self-sourcing.
• Engage with Global Indian Affluent Clients through referrals from existing clients to acquire for multi jurisdiction.

• Tele-calling on the given client base to cross-sell Global Indian proposition.
• Conversion on Digital Leads as and when assigned on monthly basis.
• Acquiring and Qualifying NTB clients to bank’s Affluent segment with defined thresholds for both SCB India & UAE through various sourcing channels including self-sourcing.

• Source affluent NTB Global Indian clients for SCB India & UAE through various sourcing channels including self-sourcing.
• Engage with Global Indian Affluent Clients through referrals from existing clients to acquire for multi jurisdiction.
• Tele-calling on the given client base to cross-sell Global Indian proposition.
• Conversion on Digital Leads as and when assigned on monthly basis.
• Acquiring and Qualifying NTB clients to bank’s Affluent segment with defined thresholds for both SCB India & UAE through various sourcing channels including self-sourcing.
• Ensure bank charges / terms and conditions are clearly communicated to all NTB clients at the time of sourcing.
• Activate NTB clients, set up and guide clients on remote channel usage i.e., Online Banking, Mobile Banking, Debit Card Activation through Client Centre.
• Engaging with tagged RMs to deepen client relationships through effective client engagement.
• Provide professional client service to achieve a high percentage of client satisfaction and retention.
• Meet the client in person and understand the client needs.
• Acquire clients through anchor products (Accounts and Deposits).
• Generate new business to achieve defined targets in terms of no. of clients, FUM and revenue for the segment.
• Follow Daily Sales Plan and Contact Ratios to acquire prospective clients through referrals.
• Maintain complete and detailed knowledge of all the assigned products.
• Coordinate client events for the unit along with the product team.
• Maintain accurate and up to date activity records in daily sales log & update lead status on CEMS.

• Timely dispatch of all original documents including AOFs and Service request forms to SCB India post processing of the request within the agreed timelines.
• Ensure adherence to the compliance guidelines of both SCB UAE & SCB India.
• Ensure account opening TAT is adhered to.
• Ensure error free application and documentation.
• Ensure status of all leads /referrals received pertaining to SCB UAE ETB clients for opening NRI accounts with SCB India are updated on CEMS on a timely basis.
• Ensure that the sales process prescribed by the bank is fully adhered to.
• To ensure that no client application is misplaced and all AOFs and client documentation is kept in safe custody.
• Ensure client compliant or service request received are well maintained in the service register.
• Liaise with dedicated service team/India Ops on all customer service requirements.

• Ensure compliance with the bank policies on an ongoing basis and report any suspicious transaction immediately.
• Ensure adherence to the overall risk management framework of the bank including operational risk and sale governance framework.
• Ensure knowledge of all policies and procedures in relation to AML/CDD guidelines.
• Ensure “Customer Due Diligence” requirements as prescribed by the bank are duly adhered to.

• Ensure adherence to the compliance guidelines of both SCB UAE & SCB India.
• Take personal responsibility to embed the highest standards of ethics.
• Ensure full awareness of bank guidelines and Operational Risk /Governance policies.
• Effectively and collaboratively identify, escalate, mitigate and resolve overall operational risk, conduct and compliance matters.
• Ensure Compliance with Minimum Control Standards on Customer Data Confidentiality.
• Completion of all mandatory risk and compliance training including e-learning within stated timeframes.
• Proactive identification of risks and concerns including escalation to all relevant stakeholders.

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics.
• Lead the Global Indian Acquisition team to achieve the outcomes set out in the Bank’s Conduct Principles.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

• Priority Banking Team, SCB UAE
• NRI Unit, SCB UAE
• NR Segment Team, SCB India
• NRI Client Service Manager, SCB India
• NRI RM, SCB India
• Operational Risk Team, SCB UAE
• Client Onboarding Team, SCB India
• Sky Team- SCB India
• SBIM Team India & UAE

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

• University Graduate.
• Relevant experience in sales and relationship management.
• Previous experience of Deposits / Liability in UAE & India market.
• Previous Direct Sales experiences in UAE & India market.
• Demonstrated ability in sales planning.
• Strong communication and negotiation skills.
• Networking ability to manage interdepartmental deliverables.
• Strong inter-personal skills and leadership ability.
• Good understanding of the business environment in UAE.
• Computer literacy at the user level.
• Adapting to multi-cultural environment.
• In-depth knowledge of capital markets and financial planning.

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

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you.

• Do the right thing and are assertive.
• Never settle, continuously striving to improve and innovate.
• Are better together, we can be ourselves, be inclusive.

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance.
• Time-off including annual leave, parental/maternity, sabbatical and volunteering leave.
• Flexible working options based around home and office locations.
• Proactive wellbeing support through Unmind.
• A continuous learning culture to support your growth.
• Being part of an inclusive and values driven organisation.