Cross sell - PTE

Posted 6 Days Ago
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Riyadh, SAU
In-Office
Expert/Leader
Fintech • Information Technology • Payments • Software • Financial Services
The Role
Supports group-wide banking cross-selling initiatives by coordinating business units, developing frameworks, monitoring referrals and revenue KPIs, managing implementation milestones, resolving operational gaps, preparing executive reporting, and embedding a sustainable cross-selling culture. Requires extensive banking experience across multiple business lines, strong project and program management, stakeholder influence, analytical and commercial capabilities, and proficiency in Excel, Power BI, and PowerPoint.
Summary Generated by Built In
  • Support the planning, coordination, and execution of Group-wide cross-selling initiatives across the Bank and its subsidiaries.
  • Facilitate collaboration between business units to identify cross-selling opportunities, unlock business synergies, and support revenue growth.
  • Support the development and implementation of cross-selling frameworks, including strategic client nomination, target setting, Balanced Scorecards (BSC), and rules of engagement.
  • Oversee and monitor cross-selling performance, including referrals, conversion rates, revenue realization, KPIs, and management dashboards.
  • Manage cross-functional implementation activities, project milestones, dependencies, and deliverables to ensure timely execution.
  • Identify implementation gaps, operational challenges, and process improvement opportunities, and coordinate their resolution with relevant stakeholders.
  • Support the preparation and coordination of governance committees, management updates, and executive-level progress reports.
  • Drive stakeholder engagement and support initiatives aimed at embedding a sustainable cross-selling culture across the Group.

Requirements
  • Minimum 10 years of relevant banking experience, preferably with exposure to multiple banking business lines.
  • Strong understanding of Retail, Corporate, SME, and other banking products and business models.
  • Demonstrated leadership capabilities, with the ability to influence stakeholders and drive cross-functional collaboration.
  • Strong project and program management skills, with proven experience managing complex banking initiatives.
  • Excellent stakeholder management, communication, negotiation, and problem-solving skills.
  • Strong analytical, commercial, and performance management capabilities.
  • Ability to independently manage multiple workstreams, follow up on deliverables, and ensure accountability across business units.
  • Proficiency in Excel, Power BI, and PowerPoint, including executive-level reporting and presentations.

Skills Required

  • Minimum 10 years of relevant banking experience, preferably across multiple banking business lines.
  • Strong understanding of Retail, Corporate, SME, and other banking products and business models.
  • Demonstrated leadership capabilities and ability to influence stakeholders and drive cross-functional collaboration.
  • Strong project and program management skills, including experience managing complex banking initiatives.
  • Excellent stakeholder management, communication, negotiation, and problem-solving skills.
  • Strong analytical, commercial, and performance management capabilities.
  • Ability to independently manage multiple workstreams, follow up on deliverables, and ensure accountability across business units.
  • Proficiency in Excel, Power BI, and PowerPoint, including executive-level reporting and presentations.
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The Company
HQ: Riyadh
39 Employees

What We Do

We are TAWANTECH, a dynamic and innovative company that specializes in financial technology solutions and services, with a team of passionate professionals and a commitment to excellence, we are dedicated to delivering exceptional solutions that meet the unique needs of our clients.

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