Job Description

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Key Responsibilities

To work alongside Stakeholders to develop and deliver a Transaction Banking (TB) Sales plan for the segment in line with the overall Business Plans of TB involving the following:

• Proactive management of new and existing clients within the assigned TB portfolio. Ensure the Bank\'s share of wallet is grown and consistently maintained with the Bank\'s account plan.
• Conduct sales calls to discover TB 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 Cash Management or Trade Finance from the existing and planned TB suite of products and services.
• 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 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 TB 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.

CIMB