Job Description

Job Category: Sales
:
To work alongside Stakeholders to develop and deliver a Trade Sales plan for the segment in line with the overall Business Plans of Trade and Transaction Banking involving but not limited to the following:

• Proactive management of new and existing clients within the assigned Trade portfolio. Ensure the Bank's share of wallet is grown and consistently maintained with the Bank's account plan.
• Conduct regular sales calls to discover Trade opportunities with existing clients and to secure new businesses from prospective clients.
• Develop an in-depth understanding of clients' business requirements in order to provide innovative solutions on Trade Finance from the existing and planned Trade suite of products and services with cross selling.
• Establish and maintain good communication with clients to monitor and ensure targeted level of utilisations of facilities.
• Provide feedback and assistance to all areas within Trade and Transaction Banking. Incorporate voice of clients into ongoing plans and initiatives to drive continuous service improvements.
• Formulate and execute sales strategies to achieve agreed targets as set by department.
• Keep Trade team informed of clients' needs, trends and product/ market intelligence for new product development/ enhancements.
• Keep abreast of market development and factors which impact competitiveness of the products in order to strengthen CIMB's competitive position in this field.
• Undertaking market and industry analysis to identify new business opportunities.
• Negotiate the terms and conditions of such offerings and solutions with the clients, to help to maximise revenue and profitability.
• Participate in client's dialogues to outline and influence client coverage and revenue potential planning.
• Maintain a disciplined product-oriented sales management process ensuring sales planning and review is done on a regular basis to meet sales targets.
• Influence and negotiate clients and other business stakeholders to ensure a smooth deal implementation.
• Participate in marketing events and lead generation.
• Conducting regular client visits.
• Work with respective stakeholders for account planning and penetrations.
• Provide training for internal client on new product launching/ refresher training.
• Provide regular updates on deals and timely reporting for pipelines and mandates
• Ensure all activities complies to regulatory and Bank's policies, procedures and standards.
• Others that may be assigned by the supervisor from time to time

Skills Required