Senior Manager - Cash Management Sales - Bank

Position : Senior Manager - Cash Management Sales

Department : Corporate and Institutional Banking

Direct Supervisor (Solid) : Vice President - Transaction Banking

Job Purpose Summary: The incumbent is responsible for product commercialization for customers requiring cash management solutions and reaching personal budget targets as well as contributes to fulfilling the GCM department objectives in terms of achieving customer base growth, customer retention and satisfaction, revenue, profit, profitability and transaction volumes in compliance with established its Group policies, regulatory requirements and best market practice.

Essential Duties & Responsibilities by Dimensions:

A. Shareholder & Financial:

- Responsible for its in-country timely and quality planning of sale plan of transaction solutions to contribute to department's revenue, profitability. Works towards delivering set targets in line with Global Corporate and Institutional Banking strategic directions and applicable policy guidelines.

- Works with VP Transaction Banking in achieving unit's budget and implementing of group approved business plans for the unit and overall objectives of the group.

- Observes and promotes cost consciousness and efficiency, and enhance productivity, to minimize costs, avoid wastes, and optimize benefits for the bank.

- Act within the limits of the powers delegated to the incumbent

B. Customer (Internal & External):

- Is responsible for collection of market information on competitor actions, customer preferences as well as market/business development.

- Is responsible for market data analysis as well as preparation of meaningful and actionable results aimed for enhancement of GCM offerings as well as preserving and increasing their market share.

- Works closely with in-country RMs in identifying cash management opportunity and regular follow-ups to close the product sales.

- Proactively monitors results of marketing activities and provides any feedback on review of marketing plans.

- Regularly interacts with customers and other relevant market participants to gather feedback on the GCM products and services as well as provides this information to the parties concerned.

- To assist customers in all their queries on Bank's product and seek solution to their requests.

- Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/units to achieve improvements in turn-around time.

- Build and maintain strong/effective relationships with related departments/units to achieve the Group's objectives.

- Provide timely/accurate data to external/internal Auditors, Compliance, Financial Control and Risk when required.

C. Internal (Processes, Products, Regulatory):

- Based on market research data as well as customer feedback provides valuable inputs to Group cash management product development team based in H.O for product development requirements.

- Provides on-going support to existing customers of cash management services usage as well as ensures consistent client follow-ups.

- Is responsible for preparation of country sales/marketing plan, road shows/customer workshops to promote awareness of cash management products and services.

- Ensures implementation of the approved marketing plans within one's duties and activities. Monitor results of marketing activities and provides to the direct manager if they require alteration.

- Responds to Request for Proposals, assessing customer needs and recommending effective approach as well as pricing structure. Ensure the Request For Proposals (RFPs)s as and when received from customers in country are well coordinated with GCM Sales, Product and Services -Implementation team to ensure best offers made to win deals.

- Supports Relationship Managers in their selling efforts by providing expertise and structuring know-how.

- Is responsible for collection of information pertaining to one's activities in a full and timely manner as required by functional procedures.

- Performs verification of information on assigned customers' activities to ensure correctness of data.

- Is responsible for preparation and delivery of periodic as well as ad hoc MIS reports on personal and unit performance. Reports on a regular basis with group reporting.

- Ensures provision of timely and accurate information to the Group's senior management team, external and internal auditors and the Group's compliance function as and when required.

Job Description:

Function: Corporate & Institutional Banking

- Performs any other tasks and projects as assigned by the direct manager pertaining to Corporate and Institutional Banking and its Group activities.

- To assist customers in all their queries on Bank's product and seek solution to their requests

- Maintain activities in accordance with Service Level Agreements (SLAs) with internal departments/ units to achieve improvements in turn-around time.

- Build and maintain strong and effective relationship with all other related departments and units to achieve the Group's goals/objectives.

- Provide timely and accurate information to the external and internal Auditors, Compliance, Financial Control and Risk Functions as and when required.

D. Learning & Knowledge:

- Takes responsibility for self-development as well as acquiring skills and knowledge required to fulfilment of one's duties.

- Ensures that he/she keeps abreast with latest technical, financial, industry and market developments affecting job responsibilities in particular and the business and operations of the bank in general.

E. Legal, Regulatory, and Risk Framework Responsibilities:

- Comply with all applicable legal, regulatory and internal compliance requirements including, but not limited to, Group Compliance Policies and Procedures (AML & CTF, Sanctions Policy, Data Protection Policy, Fraud Control Policy, Whistle Blowing Policy, Conflict of Interest and Insider Dealing Policy).

- Understand and effectively perform your role under the Three Lines of Defense principle to identify measure, monitor, manage and report risks.

- Ensure systematic good outcomes for clients in accordance with Conduct Risk policy.

- Support the framework of RCSA, KRI, Incident reporting and remediation, as appropriate, in accordance with the Operational Risk Management requirements.

- Maintain appropriate knowledge to ensure full qualification to undertake the role.

- Complete all mandatory training provided by the Bank, attain, and maintain the required levels of competence.

- Attend mandatory (internal and external) seminars as instructed by the Bank.

F. Other:

- Ensure high standards of data protection and confidentiality to safeguard commercially sensitive information.

- Maintaining utmost confidentiality concerning customer and internal bank information obtained during the course of business and provide such information on a need to know basis only to Senior Management , Audit and Compliance functions, and relevant Regulators.

- Maintain high professional standards to uphold it's reputation and to strengthen its market leadership position.

- All other ad hoc duties/activities related to organization that management might request from time to time.