• 2.1.10 Relationship management – priority banking


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    Description of role

    Responsible for performing customised service to Retail HNI and also supports retail sales team in selling retail banking products to HNIs.

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    Core skills

    • Knowledge of customer service related operations and has very good communication skills
    • Ability to understand and interpret various customer requests pertaining to deposit and forex rates, loans and priority credit cards
    • Ability to respond to client requests by communicating with internal departments involved in delivering basic banking services to retail clients
    • Understand customer due diligence process
    • Understand customer service related policy and procedures
    • Ability to handle customer complaints effectively
    • Awareness of customer confidentiality standards
    • Awareness of customer fair treatment and business conduct requirements
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    Qualification and/ or certification

    • QFSQF Level 3
    • Relevant experience

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    Industry knowledge

    • Knowledge of relevant banking products and services used by above HNI

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    Regulatory compliance of role

    • Knowledge of banking regulatory framework
    • AML laws and regulations