Associate Director, Tb Trade Sales Trade Portolio Management My

Malaysia, Malaysia

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:Key ResponsibilitiesRoles & Responsibilities

Proactively reach out to existing clients to broaden relationship and deepen wallet share
Drive client calling/farming activities to defend, maintain, replenish, and grow utilization for existing Trade Finance credit facilities and flow opportunities
Flow opportunities will include export LC confirmation and discounting
Credit facilities will span from Documentary Trade (Import LC) to Open Account (Invoice, Receivables and Supplier financing) to name a few
Define existing corporate client focus list alongside Sales and Product leads
Explore opportunities with non clients around FI products (non client beneficiaries)
Devise a consistent but adaptive client calling and follow up plan for the targeted clients, with the goal to maintain and grow A&Cs
Record all client outreach efforts, noting wins and lost opportunities (for lost opportunities, provide feedback on reason for loss)
Gain insights on client\'s business requirements to build leads for up sell/cross-sell
Build relationships with key internal stakeholders, including Product Management, Trade Operations, Trade Sales, Trade distribution, Compliance, Credit and Legal.
Provide reporting support, tracking, and reporting as required.
Ensure compliance with all AML, KYC, and all other Compliance requirements.
Individual Contributor role

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