Client Relationship Support

hace 6 meses

Tlahuac, México HSBC A tiempo completo

-Job description

Objetive

To be recognized as a Global Payments Solution (GPS) specialist with an ability to display competent knowledge of relevant products and services with the jobholders area of responsibility. To act as a lead sales representative on opportunities with key clients and/or deals. Consistently role model the Sales Manager competencies; providing guidance and coaching to other sales managers and team members where necessary. To achieve income for the Group by originating leads, building, and maintaining relationships with new and existing clients in order to identify and sell innovative cash and clearing management solutions to a sector.

**Impact on the Business**
- Manage a client portfolio in order to maintain existing and generate new income for the business
- Manage costs within plan and to keep losses to a minimum
- Undertake sector/portfolio planning and client monitoring/contact
- Maintain close liaison with key stakeholders so as to provide input into the strategic direction of the business, the functionality and launch of new products and services.
- Actively contribute to the Global Payments Solution (GPS) pipeline and keeping it accurate and up-to-date
- To remain up-to-date with product knowledge etc through attendance at presentations, training, reviewing intranet/internet etc.
- Generate referrals for other Global Business.
- Keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirements.
- Execute a robust sales plan to target key customers including effective closure of pipeline deals to capture revenue
- Build and maintain close relationships with clients. Act on feedback from market surveys, client engagement programmes etc
- Support development, direction and delivery of strategic initiatives through

**Customers / Stakeholders**
- To broaden and deepen client relationships
- Work with relevant key stakeholders to ensure a positive client experience including excellent service and implementation
- Develop an appropriate calling plan to efficiently and effectively achieve goals and objectives. Through consultative selling, design and implement workable, innovative solutions for customers individual needs plus generate and receive quality referrals for/from other parts of the Group.
- Where appropriate undertake professional presentations etc to customers in support of potential opportunities portraying HSBC in the best possible light against a backdrop of competition from local, regional and/or global banks.
- Maintain and enhance the image of HSBC through the planning and execution of conferences, industry sector days, internal & external client road shows, active participation in industry associations and other such suitable events.
- Maintain close liaison with intra country, intra region and cross regional colleagues/stakeholders so as to provide input into the strategic direction of Sales, Product and Client Management functions and to the overall direction of Global Payments Solution (GPS) regional and global business.
- Develop and maintain relationships with key clients including a robust coverage programme
- Be an ambassador for HSBC and develop the bank’s profile in the local ‘International Business’ community.
- Work in partnership with colleagues across the HSBC network to deliver exceptional standards and quality of service
- Ensure fairness in all aspects of strategy, product design & delivery, customer literature & correspondence, financial promotions, administration and complaint handling.
- Participate in internal and external business events, road shows and seminars as required by the business.
Requirements
Strong knowledge of local and regional cash management and clearing services, products and techniques.
- Proven Sales Record
- Bilingual
- Relationship Management experience at multiple levels plus a proven sales record
- Proven ability in identifying and meeting customer needs through matching a broad range of products and services
- Proven ability to deliver creative and flexible customer solutions.
- Ability to understand customers business and the fundamentals of running a business
- Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
- Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
- Excellent time management, planning and organization skills
- Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
- Strong analytical and selling skills
- A good understanding of the market & market trends, competitive environment and regulatory environment.

***

**Desirable**
- Knowledge of global cash management
- Knowledge of Treasury Foreign Exchange
- Knowledge of day to day workings of a Corporate Treasury environment, foreign exchange and payments.
- Broad knowledge

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