Senior Officer – Corporate Dealer
JOB SUMMARY:
- To
provide professional treasury services to the banks existing and potential
business, Commercial and Retail clients with a view to increase FX flows.
- To
manage, develop and grow the FX portfolio of the dealing clients within
SBM Bank branch clusters.
- To
implement the sales plans to ensure that ambitious revenue targets based
on the Bank’s 10X growth plan are achieved.
- To
plan, co-ordinate and monitor growth of sales on FX products.
Duties &
Responsibilities
- Develop
a clear, concise and focused sales plan in light of existing treasury
sales strategy, detailing activities to be carried out to ensure sales
targets are
met. - Develop
a database of qualified leads through referrals, telephone canvassing,
face to face, cold calling on business owners, direct mail, emailing and
networking. - Persistently
acquire new retail and corporate forex clients from a particular cluster
and sector(s) allocated and within specified target sectors.
- Sells
consultatively and makes recommendations to prospects and clients on
various solutions the bank has to offer to their business issues
- Developing
and maintaining solid relationships with new clients.
- Keeping
customers informed on what is happening in the market and concluding deals
with them within approved limits.
- Carrying
out market intelligence and collating new information on
market trends and competitor activities on behalf of the bank and
treasury
department. - Sales
administration – Maintains accurate records of all sales and prospecting
activities including call reports, client pipelines, new client’s
database, sales
progress reports and other reports as requested. - Provide
ongoing product training to all business clients RMs, BDs and branch staff.
- To
assist in marketing of new FX products.
- To
participate in various client functions, conduct client surveys and
conduct Focus groups to ensure product and market intelligence feedback is
solicited, and used in a way which enhances SBM Bank’s competitive position.
Direct Reports to this
Position
- N/A
Customers of this Position
- All
External FX customers
Knowledge; Skills and
Experience required for this Role
- Graduate
from an accredited university in a business related field.
- 3
years experience in a banking institution or FMCG
- Basic
knowledge on SME and Corporate banking products and services.
- Excellent
networking skills and a sound knowledge of the banking environment.
- Very
strong interpersonal skills.
Competencies Required
for this Role
- Effective
Communicator
- Ability
to Listen
- Asks
Great Questions
- Problem
Solver
- Well
Organized
- Self-Starter
and Self-Finisher
- Positive
Self Image
- Well
Mannered and Courteous
- Naturally
Persuasive
- Person
of Integrity
How To apply