Business Segment: Corporate & Investment Banking
Location: ZA, WC, Cape Town, South Arm Road
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 Transaction Banking 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. Review and Analyse the client portfolio to identify potential upsell and/or cross-sell opportunities across two product sets.
- Lead Transaction Banking client engagement across CIB (directly or as a member of a cross-functional CIB team i.e. CST). Escalate red flags to relevant area for resolution and inform Coverage (in a product house). Collaborate 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 Transaction Banking market contacts (TBCTs).
- Takes solution and applies to client context.
- Prepare for the pitch using standard format for multiple solution sets. Engages Transaction Banking teams regarding preparation, roles (who does what/decisions required), and plans the client approach in terms of who to meet, how often, what is desired as an outcome.
- Position 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.
- Manage all implementation documentation requirements to meet time deadlines (solutions set as part of the solution framework).
- Acts as the primary interface for client and represent the client “face” to teams, confirming satisfaction across multiple clients and solutions.
- Check client revenues against sales force plan and close any variance with clients based on projected revenues and conditions. Driving the optimal utilization of new efficient products and services to drive commercialization.
- Prioritize and manage own work to deliver assigned tasks and take responsibility for own development and career progression to consistently deliver work and meet agreed targets.
Qualifications
Qualification:
NBFI Knowledge
Sales
Transaction Banking
3-4 years
Articulates the Transaction Banking 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.
Additional Information
- Articulating Information
- Challenging Ideas
- Developing Strategies
- Examining Information
- Generating Ideas
- Interpreting Data
- Making Decisions
- Managing Tasks
- Pursuing Goals
- Upholding Standards
- Business Insights
- Client Business Case
- Market Analysis
- Product Development
- Product Knowledge (Trading, Transacting)
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
#J-18808-Ljbffr
