Sales Planning Expert (Global Transaction Banking)

DRIVE PERFORMANCE WITHIN GTS SALES MODEL
- Understand annual budget goals, and support the development of plans to meet the performance expected from GTS Sales;
- Support the allocation of the annual goals and facilitate weekly reports to track the progress towards the goals
- Engage and work with GTS Sales and WB/ BB segment teams to understand specific client segment needs of GTS solutions.
- Support the delivery of GTS solutions to clients via structuring packages that meet the target client needs.
- Design, plan, and track the success of the campaign, business programs, and packaged solutions in collaboration with business segments.
- Coordinate with segment owners and GTS units to plan and facilitate sales campaigns that employ GTS products
- Identify and pursue new clients group with high GTS transactional opportunity create packages to attract these groups.
- Identify sales tool kits, product presentations, marketing materials, etc. required by segments to support the efficient delivery of GTS products to clients.
- Ensure all programs are compliant to applicable regulations, policies and guidelines.

DRIVE decision making through data
- Design a consolidated report that effectively supports GTS Sales to drive traction with clients.
- Support product and channel development teams in establishing reports to facilitate planning of migration events affecting clients.
- Establish reports for pricing and sales policy compliance management
- Build reports with GTS-BMS, GTS-BF, BB-BF, and the BB-PM teams to provide both sales and management with actionable reports
- Automate report generation to reduce operational tasks.
- Use data to propose, implement, and track campaigns to drive utilization of GTS products
- Initiate collection of industry data from various sources to support analytical studies to drive depths in understanding client groups.
- Provide business insight narratives for the reports to drive actions within appropriate GTS teams
- Establish reports for service standard tracking to drive service improvement across the GTS products
- Use data to increasingly predict behaviors to proactively introduce packages that clients are projected to want as their business shift based on its development stage
- Assist to coordinate ad-hoc management reporting requirement with GTS BMS team.
- Facilitate delivery of interactive reports via mobile

OPTIMISING PERFORMANCE OF GTS SOLUTIONS
- Drive the creation of appropriate e-learning solutions for the frontline team that ensures their ability to understand the GTS product suite.
- Drive the syllabus and cadence of the advanced and expert level GTS product suite in-class training with the Learning & Development team.
- Alerting the respective GTS units where improvements are necessary, e.g. GTS Products to enhance products, GTS Implementation for implementation quality issues, etc.
- Coordinate and track all product issues that are raised by the sales team and get resolution from the appropriate GTS teams. Escalate any support deficiency to stem future service issues.
- Understand the inter-relation of the products to be able to create packages that drive the desired client behaviors.
- Advise and monitor status of issues highlighted to the GTS Products team that required
- Actively identify non-sales activities to move to appropriate units to ensure a clear focus for GTS Sales on sales activities;

TEAMWORK, DEVELOPMENT, AND MANAGEMENT
- Actively engage frontline teams to better understand the challenges that they require the team’s assistance on.
- Identify the GTS product skills gaps within the frontline teams that require training reinforcement support and ensure that this training requirements are planned for.
- Drive collaboration, both within the team and across the organization to ensure issues are raised and blockages are resolved in a timely manner.
- Engage all the Product partner to ensure that you strengthen the working relationship and understand the success requirements of your peers.

- 3+ years of relevant experience in a coordinating role in the frontline units of a retail business.
- Bachelor’s degree or its equivalent and a relevant professional qualification will be beneficial (i.e. not required) in data analytics, marketing, or project management.
- Beneficial to have a keen understanding of corporate clients’ transactional needs specifically in cash management, trade, and market hedging instruments.
- Excellent communication skills and assertiveness and strong sense of initiative

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