To work alongside Stakeholders to develop and deliver a Trade Sales plan for the segment in line with the overall Business Plans of Trade and Transaction Banking involving but not limited to the following:
- Liaise with clients on Trade Finance business, to negotiate on offer and prior acceptance of trade deals
- Ensure excellent level of service to clients/stakeholders for pricing quotation, formats negotiation, additional limit requirement and approval from management and credit risk teams.
- Proactive management of new and existing clients within the assigned Trade portfolio. Ensure the Bank’s share of wallet is grown and consistently maintained with the Bank’s account plan.
- Conduct regular sales calls to discover Trade 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 Trade Finance from the existing and planned Trade suite of products and services with cross selling.
- 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 Trade and 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 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.
- Influence and negotiate clients and other business stakeholders to ensure a smooth deal implementation.
- Participate in marketing events and lead generation.
- Conducting regular virtual meetings and calls with clients and attend to all meetings organized by Financial Institutions Group to build up contacts.
- Work with respective stakeholders for account planning and penetrations.
- 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.
- Others that may be assigned by the supervisor from time to time
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