CIB Sales Job Description
CIB sales
provides feedback for potential products or services to management team regarding customers' needs, and market demand trends.
CIB Sales Duties & Responsibilities
To write an effective CIB sales job description, begin by listing detailed duties, responsibilities and expectations. We have included CIB sales job description templates that you can modify and use.
Sample responsibilities for this position include:
Researching industry databases to identify new business target names for consideration
Assist sales coverage with market research, analysis or administrative tasks
Assist sales coverage withPerform market research, analysis or administrative tasks
Assist in pricing exotics and complex structures developing new products
Manage vendor enrollment for Supply Chain Finance Programs and related trade products, including sales and marketing, negotiation, documentation, implementation coordination and system training
Understanding insurance industry and segment strategy to assist in developing recommendations and/or opportunities
Build and maintain relationships with key coverage partners including Global Corporate Bank and Investment Bank (IB) to generate leads and maximize cross-sell of TS products and bundled solutions
Support TSM (Treasury Sales Manager) in the preparation of proposals and presentations for existing clients and prospective customers
Develop the skill set and contact network required to assume responsibility for their own portfolio of clients long term
Support of sales officers through the preparation of presentations for existing and prospective customers, and the execution of client proposals
CIB Sales Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for CIB Sales
List any licenses or certifications required by the position: ACAMS, ACT, CCM
Education for CIB Sales
Typically a job would require a certain level of education.
Employers hiring for the CIB sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Trades, Business, Economics, MBA, Marketing, Graduate, Education, Accounting, Management
Skills for CIB Sales
Desired skills for CIB sales include:
Products
Industry
Market
Cash & liquidity management products
Client's sector and client's specific business needs and limitations
Current market for Equities and equity linked-products
Excel
Financial services and securities industry
Similar experience
Investor Services product suite
Desired experience for CIB sales includes:
Acting as back-up in the relationship management of existing clients, supporting the implementation of new client solutions
Actively participate in the development of new business plans, sharing in the TSM and group level responsibility for growing revenue, profitability and customer relationships within the Asia Inbound geographies
Recognising the evolving nature of the portfolio, the Associate will be responsible for supporting new business development initiatives in new markets and client segments
Appropriate collaboration and administrative duties in relation to Client Service, Operations, Product, Technology, Risk, Credit, Legal and other areas to optimize product and service delivery to clients
Follow up of the sales planning in regards to client calls and revenues
Analyse the client business activity versus expectations
CIB Sales Examples
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CIB Sales Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of CIB sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CIB sales
- Build and maintain relationships with key partners in other lines of business such as, Investor Services, Global Corporate Bank and Investment Bank (IB) to generate leads and maximize cross-sell of TS products and bundled solutions
- Understanding insurance industry and segment strategy to assist in developing recommendations and/or opportunities and proposal/pitch book generation
- Participate in the development of financial and business reporting to monitor client performance and business reporting
- Executes sales strategy in conjunction with other LOB
- Prepares correspondence and sales reports, and maintains active calling program
- Create best in class pitchbooks for the Americas
- Coaching, guiding, developing and overseeing a geographically diverse team of 2 (1 1) and virtual (project) teams of up to 20, ensuring adherence to SOPs, driving improvements to end project results with a focus on understanding of global / regional nuances
- Manage and monitor the workload of team to ensure an even distribution of workload and that all internal/external deadlines are met
- Behave and operate at all times as a leader in the business
- Carry out objective setting and performance management activities with team members in conjunction with the Mumbai Regional Manager
Qualifications for CIB sales
- The intellectual ability and desire to develop their client and technical skills to ultimately assume a Sales/Relationship Management role at VP level
- Experience in a Front Office Environment
- Strong analytical background and communication skills are a must including sound written ability
- Further refine process, systems and methodologies to improve the quality of work completed by the Pithcbooks Team
- Provide strategic advice, product training and day-to-day guidance on content-related issues for the team
- A proven ability to engage stakeholders from across the business, and form effective working relationships
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CIB Sales Job Description
Job Description Example
Our company is searching for experienced candidates for the position of CIB sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for CIB sales
- Communicate with clients regarding relative market color and flows
- Support TSM (Treasury Sales Manager) in the preparation of proposals and presentations for existing and prospective customers
- Support TSM in end-to-end service delivery to clients including onboarding, implementation and billing
- Partner with Client Service, Compliance, Credit, Legal, Operations, Product, Risk, and other areas to optimize product and service delivery to clients
- Assisting with development and preparation of RFI/RFP responses and presentations/pitchbooks
- Covering new sales, revenue retention and growth and profitability enhancement
- Provides assistance with documentation and other support to senior team member
- Build relationships with key partners in Global Corporate Bank(GCB) to leverage existing relationships and ensure the overall approach is aligned with GCB’s client strategy
- Work with Client Service and Operations teams to resolve important client-related issues escalated to sales
- Meet all the compliance and other requirements of the role including product KYC, AML / OFAC sales reporting, and continuing professional development
Qualifications for CIB sales
- Ability to provide effective oversight and management of multiple projects, and meet multiple deadlines
- Preferred 2 years plus experience in cash management or related field
- Drive, self-starter and with a entrepreneurialspirit
- Strong interpersonal, selling and excellent written/verbal communication skills
- 4+ year Custody & Fund Services experience required, preferably with Asset Managers in a client or product management function
- Minimum 8 years banking experience with a *proven track record of ability to sell
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CIB Sales Job Description
Job Description Example
Our company is hiring for a CIB sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for CIB sales
- Facilitate weekly deal review process and other key IS sales governance meetings
- Preparation of materials for the regular schedule of various IS teams
- Compilation of detailed monthly/weekly sales review decks
- Overseeing the Chatham review process
- Managing new deal approval process
- Resolution and maintenance of reference data on client coverage
- Team mail box and daily sales person queries
- Come up with new ideas to improve existing processes and information flow
- Support senior salespeople with presentations, marketing material, meeting preparations, strategy guides
- And proposal/pitch book generation
Qualifications for CIB sales
- Good teamwork and ability to work under pressure
- Fluent in both spoken and written English and Putonghua
- Be prepared for frequent sales trip within China
- Have excellent relationship with the Int'l Business Dept, Settlement and Clearing Centre of Chinese banks
- The ability to work both as part of a team well as individually running clients or projects
- Strong analytical background and communication skills are a must including sound writing ability
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CIB Sales Job Description
Job Description Example
Our company is growing rapidly and is hiring for a CIB sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for CIB sales
- Assist the FI sales team in preparing sales pitching book, KYC, new client on-boarding operations, weekly reporting, ckc call memo filing/reporting
- Prepare all the implementing related sales administration work to assist sales team to expedite the account opening processing/operations
- Assist FI sales team to conduct required industrial or marketing research
- Support FI sales team to coordinate sales event and client calling schedule from time to time
- Call preparation
- Develop pricing pro forma and assist with proposal preparation, RFP response and presentation of product information
- Initiate and oversee the client on-boarding process for new and incremental product sales
- Assist Banker with reviews of account analysis statements and relationship review creation
- Primarily responsible for CKC entry for prospect tracking and deal reporting
- Create and/or execute marketing materials, updates, RFPs or presentations for clients/prospects or internal use as needed
Qualifications for CIB sales
- Strong Client Relationship Management skills (with emphasis on cash management sales or product experience)
- Self starter with strong motivation
- Sales and customer services experience dealing with inbound MNC clients will be an advantage
- Prior cash management experience with preference for candidates from a large foreign bank or a large Malaysian bank
- 3 or 4yrs of derivatives or markets experience
- Sales skills will be developed Project Management skills
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CIB Sales Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of CIB sales. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for CIB sales
- Promote the TS business in the broader marketplace including press interviews and managing client events such as coordination of regular Economic Forums in Korea
- Take a pivotal role in the preparation and submission of regional and Thailand RFPs in a end-to-end manner
- Manage to deliver portfolio revenues at branch and head office levels in correspondent banking business
- Develop and execute an effective marketing scheme at client level to grow cash and trade business
- Assist in executing trades, including repo financing
- Log trades into proper systems and work with mid-office to ensure trades are captured and matched correctly
- Provide data and information to clients and salespeople during the new issue and follow-on process
- Participate in client meetings and entertainment to enhance relationship building
- Manage end-to-end structuring and execution of complex transactions, working closely with escrow client service in China
- Deliver agreed sales targets for the region, by promoting escrow into intermediaries in the region, partnering with Corporate and Investment Bank, Commercial Bank, and Private Bank businesses
Qualifications for CIB sales
- Graduate or Master’s degree
- Knowledge of numeracy and strong analytical skills
- Interest in the Sales and relationship management roles
- Strong ability to use written and verbal communication effectively with customers and internal areas
- 7 + years Custody & Fund Services experience, preferably with Asset Managers in a client or product management function
- Proficient computer skills (Microsoft Word, Microsoft Powerpoint