Job Description Personal Financial Consultant Standard Chartered Bank – Nigeria – SCB (Nigeria) Job Description Client Acquisition & Value Management (Required) *Solicit new to bank customers *Extend existing customers¿ relationships into additional / new product areas *Grow & improve customers value and profitability by engaging & deepening existing customers relationships *Convert customer leads to sales *Generate potential new leads for other parts of bank e.g. Private Bank Client Acquisition & Value Management (Excellence) *Successfully improve & continuously grow customer value & portfolio size by deepening existing customer relationships *Successful and consistent conversion of leads to sales *Upgrade potential customers to Excel and Private Banking Consultative & Needs Based Selling (Required) *Consultative selling of multiple standard products to customers based on identified needs Consultative & Needs Based Selling (Excellence) *Refer to product specialists to advise and promote more complex products based on identified needs Relationship Mgmt (Required) *Proactively engage customers, establish & deepen relationship *Qualify customer requirements appropriately *Provide advice on potential financial solutions based on identified needs *Provide advice and respond appropriately to less complex queries Relationship Mgmt (Excellence) *Build on existing relationships to grow/ and develop customers portfolio *Continuous engagement and build emotional connection with customers *Cultivates a customer pipeline *Anticipate future basic product needs given analysis of current state Transaction Processing (Required) *Accurately process transaction documentation Transaction Processing (Excellence) *Identify opportunities for transaction processing improvements Key Roles & Responsibilities Progress against balance scorecard *No of new customers to the bank *Growth in product cross holding ratio *Customer Satisfaction Score / Net Promoter Score (NPS) *Adherence to process and compliance Qualifications & Skills •Ability to provide accurate information and recommend appropriate solutions

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