-job descriptionthe primary objective of the role is to manage and develop the revenue and profitability of allocated client portfolios whilst delivering excellent service to address client needs. A constant drive to improve the cost-of-service delivery will also be a key focus of the role and will require championing key initiatives, such as servicing more transactional needs via e-capability.
*principal accountabilities and responsibilities*
- identify sales opportunities that address specific needs for our clients and managing from identification to point of sale and through post trade process.
- service a portfolio of strategic and/or focus clients, including transactional clients where required.
- manage and develop relationships with transactional clients, including those serviced over e-platforms for flow-based business.
- provide day to day sales coverage using the full suite of corporate sales offerings and support team members to do the same.
- deliver services and solutions that meet client needs and where necessary leverage the bank's depth of product expertise and thought leadership
- develop trusted relationships with clients to drive revenue growth and greater product penetration.
- collaborate with other internal stakeholders, including relationship managers, global payments solutions (gps), and global trade and receivables finance (gtrf), to service client needs and improve share of wallet
- drive efficiency and profitability by championing adoption and use of relevant service offerings to meet client needs, for example migrating transactional business to the self-service e-capability, coordinating with corporate risk solutions (crs) for more complex balance sheet structuring solutions, or identifying further opportunities for the offshore capability to support corporate sales.
- manage changes to processes as technology platforms evolve.
- work with corporate sales team to ensure all activities for their set of strategic and focus clients are executed in line with their agreed principles.
- work through corporate sales for ensuring all global service centre outsourced activities are executed in line with the agreed sla's and requirements for servicing clients.
- identify and originate cross-sell opportunities (cross-border, corporate sales /crs, and cross-selling the bank)
- where appropriate and responsibility has been assigned, act as global sales captain for specified clients.
- grow deep and broad customer relationships to enhance the hsbc franchise and generate value added business.
requirements- analytical aptitude in accordance with demands of the role (size of the organization, business knowledge process, compliance/risk nature of the function, intensity and diversity of change, competitive landscape for resources)
- strong understanding of the corporate sales business, its products, clients, systems, and key processes
- good understanding of capital markets, covering foreign exchange instruments (spot, options, swaps, forwards and futures) and interest rate derivatives and an ability to understand & manage a diverse and sometimes complex, product set.
- hold relevant exams and qualifications to satisfy local and any cross-border market regulations for non-advisory sales and trading activities.
*competences*
- ms excel
- knowledge of equity.
at hsbc we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in mexico, now you have one more reason to be hsbc and proudly live a culture of well-being, balance, and care.