Manager, Sales & Advisory

Job Purpose:

 Front-line position to manage Sales & Advisory of Transaction Banking Products & Services of defined Coverage Area.

Principal Accountabilities:

The position represents an integral part of our Sales & Advisory Team working closely with assigned Coverage Teams (primarily non-borrowing accounts & borrowing clients having plain vanilla TWC lines under Corporate & Islamic segments), Unit Head TB Sales & Advisory and Head TB Sales & Advisory in originating and executing transaction banking opportunities through market leading Transaction Banking, Liquidity/Cash Management, Trade & Working Capital Digital Solutions, and providing on-going client management services to ensure ramp-up of further wallet penetration.

Responsible for annual revenue targets agreement for assigned portfolio.

Establish strong relationship with assigned clientele to be their first point of contact for new transaction banking cum trade opportunities & for providing professional advice on transaction technicalities.

Handling complex trade transactions/queries, proposing appropriate trade finance & transaction banking solutions through transaction banking products assessment note (TPAN) in conformity with client’s business model & bank’s underwriting standards, to competent authorities to facilitate decision making.

Conduct wallet assessment to determine new areas for wallet & products penetration. Account Planning for ETB/NTB clients carries prime scope of this position.

Keep track of assigned portfolio revenues, volumes and monitor against planned targets.

Cross sell other flow products i.e. Treasury to ensure multi-product relationship.

Solicit business/leads through bene-marketing of counter parties.

Ongoing Client Engagement through regular client visits and phone calls.

Ensure professional execution of services by liaising with coverage partners, Trade Ops, FI, Compliance and other internal stake holders

Establish effective & professional communication (both internal and external) to ensure turnaround time within designated parameters and higher client satisfaction levels.

Facilitate capability enhancement of TB products selling techniques of the coverage team.

Keep abreast with recent developments in the local/international business environment & relevant market in-sights for betterment of the bank and existing product offerings.

Education and Experience

Bachelor’s Degree in Economics / Finance / Business Management

Overall banking experience of 8+ years with 4 to 5 years of experience in Trade / PCM products of Transaction Banking Sales function with local / MNC banks in UAE Market having expertise in handling Institutional / Corporate / Business segment clients from TB Products perspective.