Manager, Trade Sales - Trade Portfolio Management

Job Purpose To acquire new clients and retain existing clients by maintaining excellent relationship in order to obtain revenue for the Bank. To manage, develop and grow an assigned portfolio of Trade clients and provide value added solutions and cross selling to the clients Facilitate, deliver and pursue all that is required to deliver and excel against achieving Transaction Banking Trade revenues and profitability targets which ultimately contributes towards Transaction Banking aspirations

Key Responsibilities

Roles & Responsibilities

• Proactively reach out to existing clients to broaden relationship and deepen wallet share
• Drive client calling/farming activities to defend, maintain, replenish, and grow utilization for existing Trade Finance credit facilities and flow opportunities
• Flow opportunities will include export LC confirmation and discounting
• Credit facilities will span from Documentary Trade (Import LC) to Open Account (Invoice, Receivables and Supplier financing) to name a few
• Define existing corporate client focus list alongside Sales and Product leads
• Explore opportunities with non clients around FI products (non client beneficiaries)
• Devise a consistent but adaptive client calling and follow up plan for the targeted clients, with the goal to maintain and grow A&Cs
• Record all client outreach efforts, noting wins and lost opportunities (for lost opportunities, provide feedback on reason for loss)
• Gain insights on client’s business requirements to build leads for up sell/cross-sell
• Build relationships with key internal stakeholders, including Product Management, Trade Operations, Trade Sales, Trade distribution, Compliance, Credit and Legal.
• Provide reporting support, tracking, and reporting as required.
• Ensure compliance with all AML, KYC, and all other Compliance requirements.
• Individual Contributor role