Sales Support

2 weeks ago

Mumbai Maharashtra, India HSBC Full time

-Job description

**Some careers open more doors than others.**

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

**Global Trade and Receivables Finance**

Global Trade and Receivables Finance comprises over 4,500 people across more than 60 countries, helping suppliers and buyers with their export and import finance needs. Trade is where HSBC began in 1865, when we financed commerce between Europe, North America and Asia.

**Role Purpose**
- The role holder is responsible for consultative selling, implementation and management of GTRF products to customers and prospects and managing existing GTRF relationships to promote increased profitability and relationship depth, while minimizing risk
- They will develop new revenue streams by identifying and selling innovative GTRF solutions to a portfolio of clients thus maximizing commercial profitability and relationship depth. This will include responsibility for pricing, reviewing and negotiating the full range of GTRF services together with effecting any cost reduction initiatives required by the Group.
- Drives best practice in lending and risk policies ensuring this remains in line with economic and market practices

**Impact on the Business**
- To manage a client portfolio in order to maintain existing and generate new income for the business. Undertake sector/portfolio planning and client monitoring/contact
- Develop effective strategies for maintaining and growing a client portfolio in order to maintain and generate new income for the Group. This will involve initiatives such as sector planning and client/contact monitoring to ensure efforts and support GTRF business objective
- Manage portfolio customers and follow end to end CM process as defined by Business Development Transformation
- To manage costs within plan, keep losses to a minimum and identify any cost reduction initiatives.
- Work closely with colleagues to promote awareness of GTRF products, strategies and competitor information amongst the RM and other strategic business communities.
- Maintain awareness of the applicable regulatory and business environment: understand audit, tax and legal implications and changes as they affect he customers and the Bank.

**Customers / Stakeholders**
- 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 Incremental revenue and customer satisfaction
- By matching customers’ requirements in response to proposal requests (RFP’s etc.)
- Provision of appropriate strategic business ideas based on awareness of market and industry initiatives and customer feedback. Sharing of best practices and to the overall direction of GTRF regional and global business.

**Leadership & Teamwork**
- Be a team player. Work with the team members and colleagues in order to perform the role the best of abilities.
- Demonstrating excellence in sales and following end to end sales process as defined internally
- Be self-motivated and achieve results in the face of setbacks
- Keep management informed of progress/obstacles towards sales targets
- Establish an interactive dialogue process with Risk Management teams in order to build a sustainable asset growth
- By demonstrating and sharing best practices with colleagues.
- Sharing of feedback to appropriate stakeholders and colleagues
- By provision of commentary to team leader, senior client management, product and sales etc.

**Operational Effectiveness & Control**
- Ensure compliance monitoring is in place in accordance with HSBC and regulatory standards.
- Ensure all CM Sales activity documentation is complete to provide performance tracking and targeting future sales efforts
- Continually assess the CM Sales processes to identify improvements
- Keep Team leader informed of any obstacles, issues etc.
- Compliance with and management of sales suitability risks and requirements
- Ensure all completed sales

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