Associate Director, TB - Trade Sales - Trade Portolio Management MY at CIMB Group Malaysia

Kuala Lumpur, Kuala Lumpur, Malaysia -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Trade Finance, Sales, Relationship Management, Communication Skills, Interpersonal Skills, Stakeholder Management, Credit Facilities, Compliance, KYC, AML, Resilience, Cross-Selling, Reporting, Product Management, Trade Operations

Industry

Banking

Description

Roles & Responsibilities Proactively reach out to existing clients to broaden relationship and deepen wallet share Drive client calling/farming activities to defend, maintain, replenish, and grow utilization for existing Trade Finance credit facilities and flow opportunities Flow opportunities will include export LC confirmation and discounting Credit facilities will span from Documentary Trade (Import LC) to Open Account (Invoice, Receivables and Supplier financing) to name a few Define existing corporate client focus list alongside Sales and Product leads Explore opportunities with non clients around FI products (non client beneficiaries) Devise a consistent but adaptive client calling and follow up plan for the targeted clients, with the goal to maintain and grow A&Cs Record all client outreach efforts, noting wins and lost opportunities (for lost opportunities, provide feedback on reason for loss) Gain insights on client’s business requirements to build leads for up sell/cross-sell Build relationships with key internal stakeholders, including Product Management, Trade Operations, Trade Sales, Trade distribution, Compliance, Credit and Legal. Provide reporting support, tracking, and reporting as required. Ensure compliance with all AML, KYC, and all other Compliance requirements. Individual Contributor role Qualification - Bachelor’s Degree and/or Professional Qualification in any discipline Relevant Work Experience - Minimum 3 years experiences with coverage in either Trade Finance or Relationship Management or other acceptable areas` Competencies/Skills: 5+ years of client-facing experience, with particular emphasis on quota-carrying roles Good working knowledge of Trade Finance products is a must, including but not limited to: Import and Export Letters of Credit, Standby LCs / Guarantees, Invoice Financing, Supplier Finance, Receivables Finance, Working Capital Past experience in Sales, Product Management, Trade Operations or Client Service is a plus Ability to work with a wide range of stakeholders across different functions to drive a collective agenda across multiple products and stakeholders Good interpersonal and communications skills (both in person and over phone and digital channels) and able to build rapport with client portfolio Ability to push through rejections and stay resilient and positive are key character and attitude traits for the role Fluency in English and the local business language is a must

Responsibilities

The Associate Director will proactively engage with existing clients to enhance relationships and increase utilization of Trade Finance credit facilities. They will also track client outreach efforts and collaborate with internal stakeholders to ensure compliance and reporting.