Sales Coverage & Coverage Model Business Analyst
Role Overview
Supports strategic transformation focused on client relationship management, sales coverage effectiveness, and operating-model optimization in banking.
The role is aimed at an experienced business analyst with corporate banking coverage transformation or wholesale banking operating-model experience.
Key Skills for This Role
Full Job Posting
Role overview
Supports strategic transformation focused on client relationship management, sales coverage effectiveness, and operating-model optimization in banking.
The role is aimed at an experienced business analyst with corporate banking coverage transformation or wholesale banking operating-model experience.
Responsibilities
- Analyze and enhance sales coverage models, client-management frameworks, and relationship-management processes.
- Gather and document business requirements, process maps, user stories, and functional specifications.
- Drive client segmentation, portfolio allocation, relationship-manager productivity, and coverage-effectiveness analysis.
- Identify cross-selling opportunities, wallet-share growth, client penetration, and revenue-optimization initiatives.
- Develop coverage-performance KPIs, dashboards, and management reports for strategic decision-making.
- Collaborate with Relationship Managers and Corporate Banking, Product, Technology, Data, and Transformation teams.
- Support operating-model design, governance frameworks, process improvement, and transformation delivery.
- Ensure alignment with banking policies, regulatory requirements, risk frameworks, and internal governance standards.
Required experience and skills
- 12+ years of overall professional experience, including at least 7 years in banking, business analysis, strategy, transformation, coverage, or operating-model initiatives.
- Strong exposure to corporate, wholesale, institutional, or transaction banking.
- Proven experience in requirements gathering, process mapping, stakeholder management, and business transformation.
- Understanding of sales coverage models, client segmentation, portfolio management, and relationship-management effectiveness.
- Experience with cross-selling, wallet-share analysis, client penetration, revenue KPIs, and coverage analytics.
Preferred skills and credentials
- Wholesale banking product exposure, including GTB, GSF, GM, GAM, or FAM, is an advantage.
- Familiarity with JIRA, Visio, Figma, and data visualization tools is preferred.
- CBAP, PMI-PBA, Agile Business Analysis, Scrum, or Lean Six Sigma certifications are advantageous.
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