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Cash Sales

United Overseas Bank (Vietnam) Limited (UOB) · Hồ Chí Minh
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Loại hình
Toàn thời gian
Hình thức
Tại văn phòng
Cấp bậc
Nhân viên
Ngành nghề
Kinh doanh / Bán hàng
Mức lương
Thương lượng
Địa điểm
Hồ Chí Minh, Hồ Chí Minh, Hồ Chí Minh

Tổng quan

  • About the Department
  • The Wholesale Banking function operates a dynamic business model that provides financial services and solutions to help our clients achieve their strategic business objectives. Our mission is to become the premier-provider of banking services and solutions for Asia-based commercial banking companies (small medium enterprises), large corporations, financial institutions as well as multinational…
  • The Cash Management Sales role focuses on executing & delivering cash management sales strategies targeting the Corporates & NBFI customers.
  • Performing the role of a Sales Originator, you will take a lead role to:
  • Identify potential and targeted Customers (working with RMs, SSG and Regional Cash Management Sales covering the Customer Corporate HQs).
  • Provide advisory/solutions to Potential Corporate Customers on how UOB can support and be their cash management bank provider in the regional countries according to their regional requirements. Potential regional solutions could include:
  • Providing in-country cash management solutions to meet Corporate’s operating requirements in country, and/or
  • Overlaying with regional propositions (e.g. providing regional visibility and/or control to HQ, enhancing efficiencies and controls with Shared Services Centres, regional/global liquidity management solution, etc.).
  • Formulate cash management solutions according to UOB’s strength and capabilities (working closely with cash management product managers, and/or regional cash management sales managers at the group level in UOB HQ).
  • Clearly articulate UOB’s solutions and strengths to senior management & decision makers of the Potential Corporate Customers.
  • Meet/exceed revenue targets and key performance indicators assigned to you (comprising of: open & mandated pipelines, portfolio growth, incremental balances and transaction volumes from new deals, Customer calling, initiatives).
  • You will need to have and apply up-to-date industry/market knowledge of ‘best-in-class’ liquidity, treasury and finance operations techniques that will support our corporate customers as they grow geographically outside of their home-country.
  • You will maintain close relationship with existing and target customers and develop a deep understanding of the customers’ business and banking requirements. You will collaborate with Relationship Managers/Sector Solution/Cash Management Sales with respect to sales related activities such as joint sales call, account planning/wallet sizing and sales planning.
  • To drive the Cash Management Sales agenda with respect to delivering solutions to our target Corporate/NBFI clients which are headquartered in [country].
  • To formulate and execute Cash Management strategies, with guidance from Country Head of Cash Sales
  • Identify potential and targeted Customers (working with RMs and Regional Cash Management Sales covering the Customer Corporate HQs).
  • To formulate and articulate cash management solutions to Potential Corporate Customers.
  • To own the end-to-end cash management sales process from opportunity identification, designing and positioning the solutions to clients, winning the sales mandate, documentation and implementation of the deal.
  • To take the lead in responding to all Requests for Information (RFIs) / Requests for Proposals (RFPs) for Cash Management services. In this respect you will coordinate with all key internal stakeholders in formulating responses / designing solutions that are both critical and/or pertinent to the RFIs and RFPs.
  • To lead deal origination and collaborate with Relationship Managers/Cash Management Product Managers by providing product advisory, designing of solutions and winning cash management mandates/deals
  • To achieve or exceed revenue, operating contribution targets and key performance indicator targets.
  • To participate actively in pipeline reviews with the objective of tracking sales activities, provide deals status updates, escalating issues, sharing successes (with objective of replication of success) and lessons learnt.
  • To collaborate closely with Relationship Managers on joint sales call, account planning/ wallet sizing, sales strategy/plan.
  • To actively participate and support marketing & branding activities such as product forums, client events and Media Publication Awards especially with respect to winning awards.
  • To ensure that you adhere to compliance and regulatory policies / guidelines and Our Bank’s Organizational and Human Resources Policies / guidelines.
  • To professionally complete ad-hoc assignments and tasks assigned by your immediate superior and/or by the GTB Management Team.

Quyền lợi

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