Description:
The primary objective of the role is to manage and develop the revenue and profitability of allocated client portfolios whilst delivering excellent service to address client needs. A constant drive to improve the cost of service delivery will also be a key focus of the role and will require championing key initiatives, such as servicing more transactional needs via e-capability.
- Identify sales opportunities that address specific needs for our clients and managing from identification to point of sale and through post trade process
- Service a portfolio of Strategic and/or Focus clients, including Transactional clients where required
- Manage and develop relationships with transactional clients, including those serviced over e-platforms for flow based business.
- Provide day to day sales coverage using the full suite of Corporate Sales offerings and support team members to do the same
- Deliver services and solutions that meet client needs and where necessary leverage the bank’s depth of product expertise and Thought Leadership
- Collaborate with other internal stakeholders, including Relationship Managers, Global Payment Solutions (GPS), and Global Trade and Receivables Finance (GTRF) , to service client needs and improve share of wallet
- Drive efficiency and profitability by championing adoption and use of relevant service offerings to meet client needs, for example migrating transactional business to the self-service e-capability, coordinating with CRS for more complex balance sheet structuring solutions, or identifying further opportunities for the offshore capability to support Corporate Sales
- Work with Corporate Sales team to ensure all activities for their set of Strategic and Focus clients are executed in line with their agreed principles
- Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank)
- Grow deep and broad customer relationships to enhance the HSBC franchise and generate value added business
Requirements
- Analytical aptitude in accordance with demands of the role (size of the organization, business knowledge process, compliance/risk nature of the function, intensity and diversity of change, competitive landscape for resources)
- Strong understanding of the Corporate Sales business, its products, clients, systems and key processes
- Good understanding of Capital Markets, covering foreign exchange instruments (Spot, Options, Swaps, Forwards and Futures) and interest rate derivatives and an ability to understand & manage a diverse and sometimes complex, product set
- Hold relevant exams and qualifications to satisfy local and any cross border market regulations for non-advisory sales and trading activities