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.
KEY 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.
KEY RELATIONSHIPS:
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
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