Client Management

hace 1 semana


Iztapalapa, México HSBC A tiempo completo

Description - ExternalClient ManagementTo 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,to be recognized as a GLCM specialist with an ability to display competent knowledge of relevant products and services with the jobholders area of responsibility and to act as a lead sales representative on opportunities with key clients and/or deals.Activities- 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 PCM 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 Businesses, e.g. Private Banking, GBM, RBWM, as appropriate.- 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.- 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.- Develop and maintain relationships with key clients including a robust coverage programme.- Ensure fairness in all aspects of strategy, product design & delivery, customer literature & correspondence, financial promotions, administration and complaint handling.At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity.Our values define who we are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.At HSBC we are oriented to guarantee gender equality and constant training for our employees as well as the protection of their labor and social rights“We want you to be part of our team Find out what it's like to work with us”**Requirements**:Qualifications - External**Skills**:- Strong knowledge of local and regional cash management and clearing services, products and techniques.- Proven Sales Record- 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 a 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 organisation 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 environmentCapabilities- Knowledge of Treasury Foreign Exchange- Comprehensive knowledge of the HSBC Group's inter/intra clearing systems- BilingualAt HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what distinguishes us, we value difference, w


  • Client Management

    hace 7 días


    Iztapalapa, México HSBC A tiempo completo

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    Iztapalapa, México HSBC A tiempo completo

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