Dah Sing Financial Group

Assistant Manager, Business Banking Acquisition (Station at branch)

Dah Sing Financial Group

Job Purpose:

  • Generate new businesses and revenues for the Bank by exceeding or meeting assigned SME Business Sales targets
  • Build and maintain good customer relationship for up-sell and cross-sell.


  • Meet and exceed sales targets assigned.
  • To receive new SME account referral from branches and process account opening.
  • To acquire CASA deposit balance and lending from these new customers.
  • To identify cross-sell opportunity and refer sales opportunity to branches.
  • To acquire SME loan business, from new to existing SME customers.
  • Follow up with loan documentation & account opening documents and ensure smooth and speedy drawdown
  • Work to understand customers’ financial needs for selling and cross-selling banking products for meeting customers’ needs.
  • Provide excellent service quality to SME Banking customers.
  • Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures.
  • Vigilant in handling customer data, regulatory and compliance requirements in the end-to-end process
  • Provide market intelligence as input to product, credit underwriting and process improvements to PDMD and Retail Credit Department
  • Handle customer enquiries in a professional way to ensure a high level of customer satisfactio


  • Secondary school graduate or above with 2 years’ working experience in banking industry
  • Minimum 1 years of relevant working experience in serving SME customers.
  • Comprehensive products knowledge on deposit, lending and financial markets.
  • Sound compliance knowledge related to banking products sales.
  • Excellent interpersonal and communication skills
  • Proactive , eager to learn and hard working
  • Customer oriented, self-motivated, able to work under pressure to deliver targets
  • Good command of both written and spoken English and Chinese
  • IIQE Paper 1,2,3 is Preferable.

Please note that only shortlisted candidates will be notified.

More job information
Job Function
Work Model
  • On-site
Employment Term
  • Full-time
  • 1 year - 6 years
Career Level
  • Middle management level
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip