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Role Responsibilities Manages a portfolio of NBFI clients from insurance, asset management, NPM and broker-dealer segments in regions with hard revenue targets for new business, retention and growth of existing business
Revenue and TB Drivers - Complete ownership of client level liabilities & revenue for Cash
- Complete ownership of the assigned portfolio's Driver levels.
- Owns Transaction Banking Client Map and Account Plan commitments.
- Execute activities in line with TB sales pipeline and deal review policies.
- Manage deal execution, maintain oversight on implementation, and ensure revenue realization as per scorecard metric
- M anages pricing / re-pricing of existing business, such as transaction, service fees & interest rate
Client Team - Pro-actively lead Cash opportunity development with the CCIB team.
- Provide effective regional cash sales coverage for the respective GTSs and works closely with FAMs to lead client initiatives and seamless delivery of in-country solutions
- Co-ordinate responses by internal functions to regional / global matters raised by client, e.g. due diligence visits, questionnaires etc
Understanding of client - Deep understanding of client treasury management needs.
- Deep understanding of clients' business needs, footprint and decision-making process.
- Build full access to cash management decision makers through active client calling; including treasury, operations, business management teams.
Ideation/Pitches - Take the lead in identifying explicit and implied client needs, engaging key influencers and decision makers, developing solutions and leading proposals and pitches to clients.
- Provide input to Product Managers on evolving client and competitor landscape.
- Chart clients' treasury strategy and evolution roadmap to devise the client level cash strategy for integration into the overall client plan to deepen and grow the cash management relationship
- Act as a trusted advisor on cash and treasury management with clients to identify new cash business opportunities, structure and pitch appropriate solutions and deliver client mandates seamlessly
- Define digitization agenda in the assigned portfolio that would drive client loyalty, wallet share growth, and share of mind
- Leads RFP responses, client pitches and ensure successful conversions for Cash business
Client servicing and sales support - Define and implement client sales & services strategy with strong collaboration with various product, services support teams and senior sales:
- Ensure that any post sales service issues identified are managed appropriately by Service Management and/or other relevant departments. (e.g. CCIB).
- Work with assigned TTO and PSM for superior client servicing and experience
- Manage non-routine clients' queries and delivers the request of any system migration / enhancement deployment from Product
- Co-ordinate resources including Implementation Manager and Product to identify and implement solutions to improve client experiences
- Upward trend in client satisfaction
Our Ideal Candidate - Business degree or related qualification
- More than 10 years of working experiences, preferably in Transaction Banking sales / RM.
- Candidate with less experience will be considered as Associate Director
- Strong sales drive and relationship management skills
- Be able to work as a team and collaborate well with internal & external stakeholders
- Strong project management skills and be able to work under pressure
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