**Key Responsibilities**To work alongside Stakeholders to develop and deliver a Transaction Banking (TB) Sales plan for the segment in line with the overall Business Plans of TB involving the following:- Proactive management of new and existing clients within the assigned TB portfolio. Ensure the Bank's share of wallet is grown and consistently maintained with the Bank's account plan.- Conduct sales calls to discover TB opportunities with existing clients and to secure new businesses from prospective clients.- Develop an in-depth understanding of clients' business requirements in order to provide innovative solutions on Cash Management or Trade Finance from the existing and planned TB suite of products and services.- Establish and maintain good communication with clients to monitor and ensure targeted level of utilisations of facilities.- Provide feedback and assistance to all areas within Transaction Banking. Incorporate voice of clients into ongoing plans and initiatives to drive continuous service improvements.- Formulate and execute sales strategies to achieve agreed targets as set by department.- Keep TB team informed of clients' needs, trends and product/ market intelligence for new product development/ enhancements.- Keep abreast of market development and factors which impact competitiveness of the products in order to strengthen CIMB's competitive position in this field.- Undertaking market and industry analysis to identify new business opportunities.- Negotiate the terms and conditions of such offerings and solutions with the clients, to help to maximise revenue and profitability.- Participate in client's dialogues to outline and influence client coverage and revenue potential planning.- Maintain a disciplined product-oriented sales management process ensuring sales planning and review is done on a regular basis to meet sales targets.- Influence and negotiate clients and other business stakeholders to ensure a smooth deal implementation.- Participate in marketing events and lead generation.- Conducting regular client visits.- Work with respective stakeholders for account planning and penetrations.- Provide training for internal client on new product launching/ refresher training.- Provide regular updates on deals and timely reporting for pipelines and mandates.- Ensure all activities complies to regulatory and Bank's policies, procedures and standards.
