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Trade Sales Advisor -SME -FX

Mashreq Corporate & Investment Banking Group, UAE1 months agoMid-Senior
Mid-Seniorfulltime

About This Role

Job Purpose

  • To drive trade sales and its market penetration with existing trade products and provide support to business in onboarding new trade clients and improve the existing trade portfolio.
  • To manage overall BB SE & Micro / Neobiz Trade business by working in conjunction with SE RM`s and Micro / Neobiz RM`s
  • Increase penetration of customers for sustained revenue growth.

Key Result Areas:-

  • Achieve Sales Targets – achieve overall trade revenue and utilization targets by identifying and capturing, maintaining pricing discipline on fees and margins,
  • Identity Opportunities – scan the market to identify potential trade prospects and opportunities within the Bank’s target market that are best suited to Mashreq’s trade product capabilities and presence.
  • Develop Sales Strategy – work with Coverage colleagues, SE and Micro / Neobiz RM`s to focus your efforts on the trade opportunity within their portfolio.
  • To maintain close contact and relationship with respective portfolio of customers such that we remain one of their main banks getting a major share of their wallet.
  • To support the Trade Advisor manager to develop differentiated sales and business development approach for different regions.
  • To coach SE & Micro / Neobiz Account Managers to enhance Trade business generation opportunities.
  • To do joint calling with Account Managers and understand the client need and advise them accordingly.
  • To ensure optimum client calls are conducted on a weekly basis to maximize primary trade sales.
  • To proactively drive new-to-bank business to increase presence in the identified target segments.
  • Intra-organization liaison ensuring Service Delivery to clients

Operatng Envionment, Framework And Boundaries, Working Relationships:-

  • Supports all channels and understand client trade requirements.
  • Seeks support from FTC/ FI / Compliance for any operational risk.
  • Achieving annual revenue targets.
  • Day to day focus on trade sales and its training, mentoring to meet trade sales needs and requirements.
  • Understand and analyze customer behavior / needs from market data and competition.
  • Guidance! Coaching to SE & Micro / Neobiz account managers to reach out to target segments for potential trade sales.

Knowledge, Skills, And Experience

  • Preferably a graduate with 3 to 4 years’ relevant working experience In
  • Experience in Trade sales and products with a minimum of 2-3 years of experience in this segment.
  • Informed in market competition, industry practices and regulations for business banking.
  • depth knowledge of trade products and its sales for Business Banking customers
  • Strong analytical, problem solving, networking and financial management skills

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