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Job Description
- Assist the Frontline Team in achieving targeted Sales & Revenue numbers across the entire range of Trade Finance products suite
- Assist in developing and implementing the end-to-end customer experience process for Trade & Working Capital Customers
Responsibilities
- Liaise closely with Relationship Managers/FER and Sales teams to achieve agreed goals and also support them with tactical campaign requirements
- Execute marketing campaigns to drive incremental business volume growth to meet targets
- Initiate & roll-out acquisition campaigns, sales initiatives, mass media/ direct mail as approved by the Product Manager.
- Execute market research as necessary (e.g., competitor analysis, trends by sub-segment e.g. sectors, industry) to remain competitive in the market
- Plan and implement cross-sell opportunities within the customer base by developing propensity models with help from Analytics team to increase product penetration index
- Co-ordinate the implementation/execution of business initiatives.
- Ensure customer satisfaction through effective processes and systems are in line with the overall segment strategy. Ensure that the customer experience meets the organizational service standards.
- Work closely with front-end and back-end to ensure SOPs are well defined for all transaction execution and impart training to the front-liners
- Ownership of product/customer issues - Develop & monitor an effective process, ensure timely communication to the network on all product related updates.
Internal:
- Liaise with Risk & Operations Units (i.e. FI, FTC, CAU/CCU, CIC) on ‘day-to-day’ operational requirements, including customer queries/complaints
- Interact with the Product Manager to provide updates on portfolio performance, market feedback, and also for any other support as required.
- Interact with BIU for data mining and accurately targeting existing customers as well as prospective clients
- Interact with IT for developing/modifications in system & MIS.
- Interact with DBC, Service and Operations to ensure that the right level of service is being provided
- Interact with Finance to ensure correct CPRs/PPRs and revenue mapping
- Interact with IPU for Incentive payouts issues
External:
- Constant interaction with competition to keep track of market situation/activities
- Follow-up with marketing agencies & branding to ensure timely execution of campaigns/activities
Qualifications
- MBA or a graduate with adequate market experience
- 5-6 years relevant experience in banking products - Trade & Working Product.
- Interpersonal skills