Sales Coverage & Coverage Model Business Analyst
Role Overview
Supports banking transformation initiatives focused on client relationship management, sales coverage effectiveness, and operating model optimization.
The stated domain is corporate banking, wholesale banking, and business transformation.
Key Skills for This Role
Full Job Posting
Role overview
Supports banking transformation initiatives focused on client relationship management, sales coverage effectiveness, and operating model optimization.
The stated domain is corporate banking, wholesale banking, and business transformation.
Responsibilities
- Analyze and enhance sales coverage models, client management frameworks, and relationship management processes.
- Gather and document requirements, process maps, user stories, and functional specifications.
- Analyze client segmentation, portfolio allocation, relationship manager productivity, and coverage effectiveness.
- Identify cross-selling, wallet share, client penetration, and revenue optimization opportunities.
- Develop coverage KPIs, dashboards, and management reports.
- Collaborate with relationship managers and corporate banking, product, technology, data, and transformation teams.
- Support operating model design, governance, process improvement, and transformation delivery.
- Ensure alignment with banking policies, regulatory requirements, risk frameworks, and internal governance.
Experience and qualifications
- 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 coverage models, client segmentation, portfolio management, and relationship management effectiveness.
- Experience with cross-selling strategies, wallet share analysis, client penetration, revenue KPIs, and coverage analytics.
Preferred skills and credentials
- Wholesale banking product exposure to GTB, GSF, GM, GAM, or FAM is advantageous.
- JIRA, Visio, Figma, and data visualization tools are preferred.
- CBAP, PMI-PBA, Agile Business Analysis, Scrum, or Lean Six Sigma certifications are advantageous.
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