Business Segment: Corporate & Investment Banking
Location: ZA, GP, Johannesburg, Baker Street 30
To lead engagements across CIB and own client business plans to apply multiple flow solutions within a single solution set (i.e., Cash, Trade or Investor Services (IS)) and a single solution in another solution set for multiple clients in a single location to maintain revenue for an allocated portfolio and ensure client and solution satisfaction.
JOB FUNCTIONS
- Has a detailed understanding of TxB flow solutions and is able to apply them to the different client contexts.
- Analyses and understands existing clients, looking for ways to maintain revenue within allocated portfolio.
- Performs multi-client desk-top analytics with a focus on income within a one-year timespan.
- Understands the client need in the context of multiple flow solutions across multiple solution sets. Reviews and analyses the client portfolio to identify potential upsell and/or cross-sell opportunities across two product sets.
- Leads TxB client engagement across CIB (directly or as a member of a cross-functional CIB team, i.e., CST). Escalates red flags to relevant area for resolution and informs Coverage (in a product house). Collaborates with product and other relevant teams to remediate solution issues with the potential to upsell and/or cross-sell.
- Owns and maintains client business plans with a focus on a one-year time span and consults with all relevant TxB market contacts (TBCTs).
- Takes solution and applies it to client context.
- Prepares for the pitch using standard format for multiple solution sets. Engages TxB teams regarding preparation, roles (who does what/decisions required), and plans the client approach in terms of who to meet, how often, and what is desired as an outcome.
- Positions the standard offering in a compelling manner.
- Terms prescribed within Solutioning toolbox parameters.
- Acts as the primary contact for ongoing client concerns, negotiations, and prioritization, ensuring all deal pipeline deadlines are met to enable accurate projections. Communicates with the deal team and captures commercial terms and mandates on the system.
- Manages all implementation documentation requirements to meet time deadlines (solutions set as part of the solution framework).
- Acts as the primary interface for client and represents the client “face” to teams, confirming satisfaction across multiple clients and solutions.
- Checks client revenues against sales force plan and closes any variance with clients based on projected revenues and conditions. Drives the optimal utilization of new efficient products and services to drive commercialization.
- Prioritizes and manages own work to deliver assigned tasks and takes responsibility for own development and career progression to consistently deliver work and meet agreed targets.
Qualifications
Minimum Qualifications
Type of Qualification: Advanced Diploma
Field of Study: Business Commerce
Experience Required
Sales
Transaction Banking
3-4 years
Articulates the TxB value proposition in a compelling fashion. Closes the deal and has deal origination experience.
3-4 years
Demonstrates and applies knowledge of the macro landscape to better inform client identification and planning.
3-4 years
Identifies improvements and applies them to ensure that Sales processes are simplified.
3-4 years
Integrates the client ESG imperatives into engagements, performance measures, and client planning.
3-4 years
Partners closely with solutioning and other teams to ensure that the evolving client context is influencing solutions.
3-4 years
Works with and across teams to ensure that the client experience is realized. Works with teams to make sure that client processes, people, and technology deliver what clients want.
Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or
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