SECTION III: PURPOSE OF THE ROLE
Purpose of the Role-
- To manage the sales for the suite of Cash Management products across the spectrum of Bank’s client basis location, across specific Business verticals
- Meet the agreed revenue targets (liability & fee), associated throughput and acquisition of new to bank clients with a focus to grow the TBG management revenues
- Meet and service CMS & Capital Markets related requirements of clients by liaising with operations/Product. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to maintain highest service delivery standards/VOC scores
ECTION IV: KEY RESPNSIBILITIES & KPIS OF THE RE
Key Responsibilities
- Ensure the steady flow of, Cash management & Capital Market business and meet agreed revenue targets and CASA targets
- Meet agreed targets with respect to new client acquisitions.
- Ensure client servicing is appropriate and utilization levels & CASA throughput are consistently maintained at a high level.
- Formulate and implement processes for specific Cash Management & Digital Banking transactions wherever applicable.
- Regularly liaise with internal and external contacts to promote banks CMS & Capital Markets services business.
- Undertake training of the relationship teams wherever necessary to promote CMS products
- Deep understanding of Traditional CMS products and Digital CMS products including API Banking.
Education
- Essential: Bachelor’s degree in any field
Preferred: Master’s degree is preferred
Experience
Essential: 2 - 7 years of relevant experience in Cash Management Sales or Product/Program Management with at most being in a Corporate Banking / Servicing environment. Moderate product knowledge and market understanding of Cash Management Products.