Sales Services

at  HSBC

Job description
Corporate Sales is part of HSBC Global Banking and Markets, is responsible for serving corporate clients. As part of Corporate Sales, sales will primarily service the group’s Strategic & Focus clients, addressing their needs through the provision of client relevant products, solutions and deep market insight. This role requires strong client experience in order to develop long lasting trusted relationships whilst improving product penetration and wallet share.
An understanding of the Corporate Sales business, MSS products and clients is therefore essential in this role. Also essential is a deep knowledge of the products that Strategic and Focus clients typically trade; the role holder should therefore be familiar with, foreign exchange instruments and interest rate derivatives.
The primary objective of the role is to manage and develop the revenue and profitability of allocated client portfolios whilst delivering excellent service to address client needs. A constant drive to improve the cost of service delivery will also be a key focus of the role and will require championing key initiatives, such as servicing more transactional needs via e-capability.

Responsibilities of the role holder

• Identify sales opportunities that address specific needs for our clients and managing from identification to point of sale and through post trade process
• Service a portfolio of Strategic and/or Focus clients, including Transactional clients where required
• Manage and develop relationships with transactional clients, including those serviced over e-platforms for flow based business.
• Provide day to day sales coverage using the full suite of Corporate Sales offerings and support team members to do the same
• Deliver services and solutions that meet client needs and where necessary leverage the bank’s depth of product expertise and Thought Leadership
• Develop trusted relationships with clients to drive revenue growth and greater product penetration
• Collaborate with other internal stakeholders, including Relationship Managers, Global Payments Solutions (GPS), and Global Trade and Receivables Finance (GTRF) , to service client needs and improve share of wallet
• Drive efficiency and profitability by championing adoption and use of relevant service offerings to meet client needs, for example migrating transactional business to the self-service e-capability, coordinating with Corporate Risk Solutions (CRS) for more complex balance sheet structuring solutions, or identifying further opportunities for the offshore capability to support Corporate Sales
• Manage changes to processes as technology platforms evolve
• Work with Corporate Sales team to ensure all activities for their set of Strategic and Focus clients are executed in line with their agreed principles
• Work through Corporate Sales for ensuring all Global Service Centre outsourced activities are executed in line with the agreed SLA’s and requirements for servicing clients
• Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank)
• Where appropriate and responsibility has been assigned, act as Global Sales Captain for specified clients
• Grow deep and broad customer relationships to enhance the HSBC franchise and generate value added business
• Build and maintain business relationships with clients in assigned area of responsibility

Requirements
Leadership and Teamwork

· Team performance against scorecard targets

• Feedback from team and key stakeholders
• Effective collaboration and communication within the team

Customer – Stakeholder Focus

• Focusing on customers, colleagues and stakeholders and taking the time to understand them, communicate with them and meet their needs
• Understanding how their role impacts upon our customers, stakeholders, colleagues, always looking for ways to satisfy them and enhance their experience of HSBC by keeping up-to-date with, and anticipating, their changing needs
• Delivering the right products, services and solutions to the right customers, colleagues and stakeholders, in the right way and at the right time, in line with HSBC strategy, principles and Values

At HSBC, we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunity. Our values define who we are as an organization and what distinguishes us, we value difference, we move forward together, we take responsibility for our actions, we use good judgment, we do the right thing and we make things happen.
At HSBC we are oriented to guarantee gender equality and constant training for our employees as well as the protection of their labor and social rights
“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”
“We want you to be part of our team! Find out what it’s like to work with us”

• Identify sales opportunities that address specific needs for our clients and managing from identification to point of sale and through post trade process
• Service a portfolio of Strategic and/or Focus clients, including Transactional clients where required
• Manage and develop relationships with transactional clients, including those serviced over e-platforms for flow based business.
• Provide day to day sales coverage using the full suite of Corporate Sales offerings and support team members to do the same
• Deliver services and solutions that meet client needs and where necessary leverage the bank’s depth of product expertise and Thought Leadership
• Develop trusted relationships with clients to drive revenue growth and greater product penetration
• Collaborate with other internal stakeholders, including Relationship Managers, Global Payments Solutions (GPS), and Global Trade and Receivables Finance (GTRF) , to service client needs and improve share of wallet
• Drive efficiency and profitability by championing adoption and use of relevant service offerings to meet client needs, for example migrating transactional business to the self-service e-capability, coordinating with Corporate Risk Solutions (CRS) for more complex balance sheet structuring solutions, or identifying further opportunities for the offshore capability to support Corporate Sales
• Manage changes to processes as technology platforms evolve
• Work with Corporate Sales team to ensure all activities for their set of Strategic and Focus clients are executed in line with their agreed principles
• Work through Corporate Sales for ensuring all Global Service Centre outsourced activities are executed in line with the agreed SLA’s and requirements for servicing clients
• Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank)
• Where appropriate and responsibility has been assigned, act as Global Sales Captain for specified clients
• Grow deep and broad customer relationships to enhance the HSBC franchise and generate value added business
• Build and maintain business relationships with clients in assigned area of responsibilit