Senior Manager – Sales & Advisory
Job Description
Job description / Role
Job Purpose:
Front-line position to manage Sales & Advisory of Transaction Banking Products & Services of defined Coverage Area.
Principal Accountabilities:
The position represents an integral part of our Sales & Advisory Team working closely with assigned Coverage Teams (Institutional, Corporate & Islamic – primarily borrowing accounts), Unit Head TB Sales & Advisory and Head TB Sales & Advisory in originating and executing transaction banking opportunities through market leading Transaction Banking, Liquidity/Cash Management, Trade & Working Capital Digital Solutions, and providing on-going client management services to ensure ramp-up of further wallet penetration.
• Responsible for annual revenue targets agreement for assigned portfolio.
• Establish strong relationship with assigned clientele to be their first point of contact for new transaction banking cum trade opportunities & for providing professional advice on transaction technicalities.
• Handling complex trade transactions/queries, proposing appropriate trade finance & transaction banking solutions through transaction banking products assessment note (TPAN) in conformity with client’s business model & bank’s underwriting standards, to competent authorities to facilitate decision making.
• Conduct wallet assessment to determine new areas for wallet & products penetration. Account Planning for ETB/NTB clients carries prime scope of this position.
• Keep track of assigned portfolio revenues, volumes and monitor against planned targets.
• Cross sell other flow products i.e. Treasury to ensure multi-product relationship.
• Solicit business/leads through bene-marketing of counter parties.
• Ongoing Client Engagement through regular client visits and phone calls.
• Ensure professional execution of services by liaising with coverage partners, Trade Ops, FI, Compliance and other internal stake holders
• Establish effective & professional communication (both internal and external) to ensure turnaround time within designated parameters and higher client satisfaction levels.
• Facilitate capability enhancement of TB products selling techniques of the coverage team.
• Keep abreast with recent developments in the local/international business environment & relevant market in-sights for betterment of the bank and existing product offerings.
