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;
- 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 Trade team informed of clients' needs, trends and product/ market intelligence for new product development/ enhancements
- 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.
- Negotiate the terms and conditions of such offerings and solutions with the clients, to help to maximise revenue and profitability.
- Participate in client's dialogues to outline and influence client coverage and revenue potential planning.
- Maintain a disciplined product-oriented sales management process ensuring sales planning and review is done on a regular basis to meet sales targets.
- Influence and negotiate clients and other business stakeholders to ensure a smooth deal implementation.
- Participate in marketing events and lead generation.
- Conducting regular client visits.
- Work with respective stakeholders for account planning and penetrations.
- Provide training for internal client on new product launching/ refresher training
- Provide reqular updates on deals on 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
Skills Required
- Proven experience in Trade Sales and Trade Finance products
- Strong negotiation and client management skills
- Ability to conduct market analysis and identify business opportunities
- Experience in developing sales strategies and execution
- Familiarity with banking regulations and compliance
What We Do
CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.
