Key Responsibilities
Roles & Responsibilities
- Proactively reach out to existing clients to broaden relationship and deepen wallet share
- Drive client calling/farming activities to defend, maintain, replenish, and grow utilization for existing Trade Finance credit facilities and flow opportunities
- Flow opportunities will include export LC confirmation and discounting
- Credit facilities will span from Documentary Trade (Import LC) to Open Account (Invoice, Receivables and Supplier financing) to name a few
- Define existing corporate client focus list alongside Sales and Product leads
- Explore opportunities with non clients around FI products (non client beneficiaries)
- Devise a consistent but adaptive client calling and follow up plan for the targeted clients, with the goal to maintain and grow A&Cs
- Record all client outreach efforts, noting wins and lost opportunities (for lost opportunities, provide feedback on reason for loss)
- Gain insights on client’s business requirements to build leads for up sell/cross-sell
- Build relationships with key internal stakeholders, including Product Management, Trade Operations, Trade Sales, Trade distribution, Compliance, Credit and Legal.
- Provide reporting support, tracking, and reporting as required.
- Ensure compliance with all AML, KYC, and all other Compliance requirements.
- Individual Contributor role
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