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12. Sales and Relationship Management
QF Level ( 1234567 )
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12. Sales and Relationship Management
QF Level
Code
Name
QF Level:
Level 1
No Item
QF Level:
Level 2
No Item
QF Level:
Level 3
Code:
109518L3
Name:
Carry out customer relationship management activities to maintain client relationship
QF Level:
Level 3
Code:
109519L3
Name:
Generate data or report for designing customer relationship management activities
QF Level:
Level 4
Code:
109489L4
Name:
Collect, analyse and report business intelligence information on the financial needs of different client sectors
QF Level:
Level 4
Code:
109493L4
Name:
Conduct sales prospecting to qualify potential clients
QF Level:
Level 4
Code:
109494L4
Name:
Conduct networking activities to obtain business contacts
QF Level:
Level 4
Code:
109507L4
Name:
Provide information on clients’ needs for solution development
QF Level:
Level 4
Code:
109508L4
Name:
Identify business opportunities of enterprise banking clients and make referrals
QF Level:
Level 4
Code:
109516L4
Name:
Manage customer relationship professionally in accordance to their business status, rights and liabilities
QF Level:
Level 4
Code:
109527L4
Name:
Perform sales related compliance control and monitoring activities
QF Level:
Level 4
Code:
109528L4
Name:
Employ different approaches to disseminate latest product and market information
QF Level:
Level 4
Code:
109530L4
Name:
Provide regular sales related training on products, system update, compliance and internal regulations
QF Level:
Level 5
Code:
109487L5
Name:
Develop marketing and promotional programmes to facilitate sales strategies
QF Level:
Level 5
Code:
109488L5
Name:
Develop sales plan and implementation details for different teams
QF Level:
Level 5
Code:
109490L5
Name:
Design sales leads generation programme to attract new prospects and retain existing valued clients
QF Level:
Level 5
Code:
109491L5
Name:
Manage and coordinate the sales and promotional activities of different sales and service channels
QF Level:
Level 5
Code:
109502L5
Name:
Conduct company financial analysis to identify clients’ needs
QF Level:
Level 5
Code:
109503L5
Name:
Present financial solutions to general enterprise banking clients
QF Level:
Level 5
Code:
109504L5
Name:
Negotiate with the clients to finalize the customized financial solutions
QF Level:
Level 5
Code:
109506L5
Name:
Design and implement client’s profile and sales record analytics
QF Level:
Level 5
Code:
109510L5
Name:
Tailor appropriate customer services / products for different clients
QF Level:
Level 5
Code:
109511L5
Name:
Develop cross border customer relationship through provision of market update information
QF Level:
Level 5
Code:
109512L5
Name:
Provide professional advisory services to clients at different stages of the company life journey
QF Level:
Level 5
Code:
109521L5
Name:
Set sales targets and other performance targets for sales team or individual sales staff
QF Level:
Level 5
Code:
109523L5
Name:
Identify sales training needs and develop sales training strategies and plans
QF Level:
Level 6
Code:
109484L6
Name:
Formulate overall sales strategies for enterprise banking
QF Level:
Level 6
Code:
109485L6
Name:
Analyse business intelligence to identify new business opportunities and threats
QF Level:
Level 6
Code:
109499L6
Name:
Determine the strategic approach in considering market niches and segments for obtaining business deals
QF Level:
Level 6
Code:
109500L6
Name:
Conduct research on performance of existing / potential enterprise banking clients for their complex needs
QF Level:
Level 6
Code:
109501L6
Name:
Structure and put forward customized solutions for enterprise banking clients to meet their financial needs
QF Level:
Level 6
Code:
109509L6
Name:
Formulate strategies and action plans for the development of Customer Relationship Management (CRM) systems
QF Level:
Level 7
No Item
Note:
- The SCSs have been moderated by the Hong Kong Council for Accreditation of Academic and Vocational Qualifications (HKCAAVQ) to ensure consistency of QF level across industries.
- The contents of all SCSs will be updated regularly.
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