Job Description

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Overall :

• Provide quality support to the Sales team on all documentation related matters, including the origination of documentation for customers where required.
• Supporting the Sales team to deliver customer base growth, achieve income targets and maximize SME Banking financial contribution through all channels (branch/digital/sales teams).

• Supporting the Sales team to increase average product holding (FX, Banca (Fire/Wealth), transactions & other facilities) of business customers.
• Handling the CSS/CSM portfolio by monitoring leads and leads performance to ensure cross sell and upsell opportunities are being captured.

• Drive execution of processes, working closely with stakeholders and the value chain to deliver excellent client service.
• Provide insight and suggestions on improving processes, identifying opportunities to streamline and automate.
• Plan and execute to enable customer outcomes: Working closely with the Sales team to ensure a positive customer experience.
• Dealing with external and internal queries in a professional, client oriented manner.
• Prioritizes tasks to meet deadlines, paying attention to details.
• Able to handle high priority escalation, escalating most complex items to management for review and consideration.
• Effectively and proactively identify and call out operational risks.
• Delivering compelling stakeholder communications and customer post-sales support to build knowledge and advocacy.

Sales:

• Assisting the Sales team on end to end client onboarding process and post sales services.
• Point of contact between Sales and internal stakeholders for process improvements
• Work closely with sales force to develop SME product and business acumen to ensure that a high professional standard is achieved and business goals are achieved.
• Collaborate with Sales to gather feedback to ensure all customer and sales campaigns are effective.
• Work with sales head to monitor and maintain sales volume, product mix by keeping current with supply and demand, changing trends, economic indicators and competitors.
• Regular monitoring and tracking of sales performance to ensure targets are being achieved.
• Scheduling frequent training sessions on products and campaigns to ensure Sales knowledge is up to date.
• Support Sales to conduct branch roadshows and branch events

Business Development & Marketing:

• Regular communication of feedback gathered from the Sales team in order to align on strategies and business development initiatives and to provide timely support.
• Scheduling of briefings and trainings for Sales teams in terms of product knowledge to facilitate business acumen and manage the non-lending portfolio.
• Facilitating on rollout of Sales campaigns to Sales staff and tracking
• Facilitating on new sales initiatives, special projects/process improvements to capture key demographics and grow the business.
• Supporting on sales incentive campaigns and trips to boost sales morale and drive performance.
• Facilitating on organising sales award ceremonies

Presentation Decks & Analytics:

• Develop weekly/monthly management decks to showcase Sales feedback, performance and gap analysis to management and persistent in following up with key stakeholders to ensure timely updates on projects or reports
• Demonstrate keen ability to scope and size opportunities through a data-driven mind-set.
• Ad hoc reporting needs as and when they arise