Senior Officer, Retail/SME Dealer at SBM Bank

Job Purpose

To work closely with frontline relationship managers and SME portfolio managers playing a key role in marketing treasury products to clients and to deliver the FX SME & Retail set budgets as well as Synergize with Branch network.

Key Responsibilities


Working closely with SME portfolio managers, RMs and BMs to push for FX business.
Ensure the branches meet the set targets by developing a clear concise and focused sales plan based on existing treasury sales strategy highlighting the activities to be carried out.
Strategic Planning for Marketing FX Treasury Products with Branches.
Execution of retail/SME sales FX strategy to aim at growing market share and revenue targets.
Co-ordination of FX training and support on forex to all Branches.
Handle day - to- day treasury related queries from branches/clients
Manage, coach and develop a high-performance sales team to meet set deliverables.
Engagement with Branches and customers daily on current market trends.
Increase number of clients.
Reactivation of client accounts.


Key Relationships

Customers of this Position:


All Departments in the Bank
All the Branch Heads, FX Champions at the branches


Knowledge; Skills and Experience required for this Role


Bachelor's degree in Business Studies.
Minimum of (2) years of experience.
Proficiency in Microsoft Office Suite.
ACI Certification.


Competencies required for this Role


Dynamic, analytical and self-driven individual with the ability to work under pressure.
A passion for performance, team play and achievement in a competitive and dynamic environment
Hardworking, strategically minded individual with excellent communication, analytical and interpersonal skills.
Ability to interact well with all levels of management and staff
The candidate must have excellent leadership, organizational, and planning skills
The person should have the ability to identify a customer need or problem and offering suggestions that will effectively solve the problem within the shortest time possible.
Aids in the arbitration of branch-forex related issues with the respective Branch Managers/ABMs.


Accountability

Delegated Authority