This employer is no longer accepting CVs for this job, it has been deactivated by the company\'s administrator.
Posted Jan 10, 2023 498 views
Job Responsibilities:
- Supporting FI clients (revenue/strategic) as a dedicated client account manager for all cash and trade-related transactions.
- Identifying opportunities to deepen the relationship with key FI clients by cross-selling and up-selling cash/trade products.
- Delivering “Client Service Excellence” effectively through active & regular engagement with the client and periodic account reviews.
- Driving increased utilization for clients with existing setups through identified cross-sell.
- Providing retention and growth of operating account liabilities and account transaction volumes for the FI portfolio.
- Coordinating between the client and the bank’s internal departments for transactional documentation/agreements in order to streamline transaction flows, and improve client experience and TAT.
- Identifying and introducing service improvements & streamline processes with product managers/internal stakeholders to improve the overall client experience, thereby strengthening relationships to retain/increase client revenue.
- Building strong internal relationships with business segments FI RM, GTB FI Sales, and the wider GTB team to drive client agendas.
- Maintaining a dashboard for payments volumes, CASA, and trade throughput for the FI portfolio.
- Becoming a champion to protect the bank against various risks related to operations, fraud, and compliance in the ever-evolving regulatory market.
- Supporting all the calling programs for awards, research, and other areas related to the branding of the bank.
Key Result Areas
- Managing & protecting existing cash management and trade finance business from the top strategic clients.
- Improving cash management and trade finance penetration by converting opportunities of cross-sell & upsell to key FI clients.
- Supporting the bank's growth of interest and fee income through superior service support for all types of solutions for banks.
- Increasing the number of products per client by working with the sales managers within FI Network.
- Identifying leakages in the portfolio and proposing appropriate action to ensure attrition is minimized through constant monitoring and tracking of transactional activity of clients.
- Working closely with the product/service team to ensure client needs are satisfied with the best in-line services.
- Becoming an expert on clients’ internal processes to better understand needs and structure solutions to build a long-term cash and trade relationship.
- Conducting quarterly client account reviews for top revenue clients
Knowledge, Skills, and Experience
- Must have very strong trade and cash knowledge within the Financial Institutions segment.
- Strong analytical skills and interpersonal skills.
- Very strong in MS Office – especially Excel and PowerPoint.
- University degree with at least 5+ years in product/sales management or related area within cash management and banking.
- Sales-oriented personality with a strong ability to understand client needs and to a position bank offering
- Business and revenue-oriented skills
- Team collaboration-building skills
Skills
Job Details
Industry:
Functional Area:
Total Positions:
5 Posts
Job Shift:
Work from Home
Job Location:
Gender:
No Preference
Minimum Education:
Bachelors
Career Level:
Experienced Professional
Minimum Experience:
5 Years
Apply Before:
Feb 11, 2023
Posting Date:
Jan 10, 2023
Finclude
Recruitment / Employment Firms · 11-50 employees - Bahawalpur, Faisalabad, FR Peshawar, Gujranwala, Islamabad, Karachi, Lahore, Rawalpindi
Finclude is a fintech & IT recruitment services provider company. Finclude specializes in building business, tech and risk teams for fintechs, banks and other companies building the fintech ecosystem. We work with banks, fintechs & IT companies in Pakistan and the Middle East region to build tech teams.
What is your Competitive Advantage?
Get quick competitive analysis and professional insights about yourself
Talk to our expert team of counsellors to improve your CV!
Similar Job Titles
I found a job on Rozee!
Babar Ahmed Khan
Territory Sales Manager
Engro Foods
Mona Sharif
Senior Team Lead
Konext PVT. LTD
Muzammil Baig
Digital Marketing Manager
IT Services Group
Ali Aziz
CEO
Shopistan
Sehrish Azhar
Motivational Speaker & Blogger
Living Upbeat
Aqib Irshad
Head of HR, Training & OD
FINCA
Usman Habib
Recruitment & Training Executive
ACS Synergy (Pvt) Ltd.
Ayesha Shaukat
Social Media Marketing Manager
Ivoke
Zubair Anjum
Business Excellence Specialist
Nestle Pakistan
Zohaib Ali
Marketing Manager
Digital Online Devices
