To optimize current and future client portfolios taking into consideration macro environment disruptors. Lead engagements across CIB, own and consolidate client business plans, and co-ordinate the sale and implementation of multiple flow solutions across for multiple clients across multiple locations and industries to maintain and grow revenue.
JOB FUNCTIONS
Works across multiple clients, industries and / or contexts to inform broad Transaction Banking solutioning across all Transaction Banking product streams
Plans for economic, legislative and digital disruptors for current and prospective clients and how to optimize current/ future portfolios
Performs multi-client desk-top analytics with a focus on income within a three-year timespan
Understands the client need in the context of multiple flow solutions across all solution sets (Cash, Trade and IS). Review and analyze the client portfolio to identify potential upsell and / or cross-sell opportunities
Lead Transaction Banking client engagement across CIB (directly or member of a cross-functional CIB team i.e. CST)
Escalate red flags to relevant area for resolution and inform Coverage (across product houses). Collaborate with product and other relevant teams to remediate solution issues with the potential to upsell and / or cross-sell
Owns and consolidates the client plans across Transaction Banking and CIB and prioritize client solutioning (may involve tradeoffs but within parameters), with a main focus on a one-year time span and projecting client revenue up to three-years
Takes solution and applies to client context
Provides input to the idea generation process by challenging the status quo, and engaging clients to stimulate the development of new ideas and approaches to address client needs that cannot always be met through current Transaction Banking solutions
Prepare for the pitch using standard format for multiple solution sets and locations. Engages Transaction Banking teams regarding preparation, roles (who does what / decisions required), and plans the client approach in terms of who to meet, how often, what is desired as an outcome
Position the standard offering in a compelling manner
Terms prescribed within Solutioning toolbox parameters
Co-ordinate all implementation documents to meet time deadlines across geographies and / or solutions, including the allocation of accountabilities to other sales colleagues accountable for local activation
Meets all deal pipeline deadlines to enable accurate projections.
Communicate the deal broadly (TBCT and CSTs) and activate the branding plan where applicable. Capture all system requirements, sort mandates and any client exceptions
Acts as the primary interface for client and represent the client "face" to teams, co-ordinate client satisfactions measures across multiple clients, geographies and solutions
Check client revenues against sales force plan (three-year cycle) and close any variance with clients based on projected revenues and conditions. Leverage the deal brand externally by working with Brand and Marketing to enable targeted and bespoke approaches
o optimize current and future client portfolios taking into consideration macro environment disruptors. Lead engagements across CIB, own and consolidate client business plans, and co-ordinate the sale and implementation of multiple flow solutions across for multiple clients across multiple locations and industries to maintain and grow revenue.
Qualifications
Type of Qualification:
Advanced Diploma
Field of Study:
Business Commerce
Experience Required
Must have Technology, Media and Telecom industry experience
Demonstrates knowledge of the macro context working across multiple jurisdictions. Assimilates and applies knowledge to identify, plan and solution for multiple clients
Adjusts approach to client need and context and articulates the benefits and future applications of Transaction Banking skills and solutions in an aspirational manner
Contributes to the development of client experience strategies and executes through bespoke client engagements. Partners with other providers to enhance and support the client experience.
Works with solutioning, client and / or partners teams to identify and optimize digital and data levers to improve client experience and adoption
Utilizes insights from industry, market and clients to inform ESG initiatives and approaches aligned to clients' values and needs.
Champions the simplication of Sales ways of working to enable better and faster client outcomes across multiple jurisdictions
Additional Information
Behavioural Competencies:
Articulating Information
Developing Expertise
Interacting with People
Interpreting Data
Making Decisions
Producing Output
Providing Insights
Resolving Conflict
Seizing Opportunities
Showing Composure
Team Working
Upholding Standards
Technical Competencies:
Client Business Case
Client Retention
Cross and Up-Selling
Industry Knowledge
International Market Knowledge
Local Market Knowledge
Product Development
Risk Management
Value Identification
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