Job Purpose:
- To support key cash management clients (Revenue and Strategic) as a dedicated account manager on all cash management related matters
- Identify opportunities for deeper penetration with key clients by cross-selling and up-selling of cash management products.
- Accountable for delivering Client Service Excellence effectively through active & regular engagement with the client and periodic account reviews.
- Drive increased utilization for clients with existing setups through identified cross sell.
- Retention of operating account liabilities and account transactions for client base.
- Identify and introduce service improvements & streamline processes with product managers to improve the overall client experience, and thereby strengthen relationships with the aim to retain and increase client revenue lines.
- Build strong internal relationships with business segments Cash sales manager, RM community, and the wider GTB team to drive client agendas.
- Be champion to protect the bank against various risks related to the operations, fraud, and compliance in the ever-evolving regulatory market.
- Support all the calling programs for awards, research, and other areas related to the branding of the bank.
Key Result Areas:
- Responsible for managing & protecting existing cash management business from the top strategic clients.
- Improve cash management penetration by converting opportunities of cross sell & upsell with these key clients.
- Support in growing the liabilities and fees for the bank through superior service support for all types of solutions.
- Increase number of products per client by working the sales managers within UAE and potentially look at IBG countries
- Identify leakages in the portfolio and propose appropriate action to ensure attrition in minimized through monitoring and tracking transactional activity of clients to assure high utilization of products and optimization of balances
- Work closely with product / solution delivery team to assure proper client service and be responsible for overall Client Experience.
- Become an expert matter on client's internal processes to better understand needs and to structure solutions to build a long-term client base in Cash Management.
- Conduct Quarterly Client Account Review for Top Revenue Clients.
- Support all the calling programs for awards, research, and other areas related to the branding of the bank.
Knowledge, Skills and Experience:
- Incumbent should have prior direct/indirect cash management experience in a similar position in the Middle East, preferable in UAE.
- Strong interpersonal skills is must
- University degree with at least 5+ years in a product/sales management or related area within cash management and banking.
- Sales oriented personality with strong ability to understand client needs and to position bank offering
- Business and revenue-oriented skills
- Team collaboration building skills.
