ITB, Cash Management Sales Associate

Overview:

• Part of the International Trade and Transaction Banking (ITB) Department
• Managing Global Cash Management sales agenda for Singapore
• Selling Transaction Banking/Cash Management product range (account keeping, domestic and international payments, e-Banking, connectivity, liquidity management [cash-pooling], deposit offers [on current accounts, ESG linked account, investment accounts], digital Trade, payment FX…) and Short-Term Credits
• Contributing, based on its expertise, to cross-sell products (notably Treasury, FX and Trade finance)
• Contributing to cross-sell Credit Agricole Group network

Main Responsibilities:

Portfolio Management

• Identification of business opportunities
• Favoring of good practices/ideas aiming at duplicating certain transactions for a larger spectrum of clients
• Contribution to Portfolio Reviews with Coverage in order to identify prospects (i.e. non-Cash Management clients among Strategic, Prime, and Invest clients)
• Contribution to Global Cash Management Budget determination as regards to portfolios

Development of Cash Management Solutions:

• On a worldwide perimeter for clients with a local coverage, subject to CACIB internal rules/policies in force at the time
• On locally based clients with a coverage abroad
• Active contribution to cross-selling business opportunities: products (Trade Finance, FX and investment services), geographies (CA-CIB international network and other Credit Agricole Group entities)

Contribute to global priority actions determined by the Global Head of Cash Management Sales:

• Contribution to global priority actions set by the Global Head of Cash Management Sales in line with commercial action plans set by the Transaction Banking Product Line
• Utilization of commercial performance indicators: follow-up the action plan and drives his/her actions accordingly

Ensures promotion actions’ follow-up:

• Refers to support documents provided (for instance to fix pricings)

Controls proposed solutions to Clients are optimized:

• Assesses the feasibility of a transaction (i.e. technical aspects) on the basis of the Client needs and the proposed solution
• Looks for a feasibility validation from the Local and the Global Head of Cash Management Sales

Follows-up and controls the client implementation (quality, cost, agenda):

• Is responsible, vis-à-vis the client, of the implementation as soon as the contract is signed
• Ensures the active contribution of the Implementation Manager (notably in case of complex implementation). During the new ITB/Cash Management organization ramp-up, closely involves him/herself in solutions implementations

Other contributions:

• Provides support to Head of Marketing & Proposal issuance in view of (1) ensuring proper tenders’ response and (2) translating product offers in commercial presentations
• Provides support to Head of Product Asia in view of enhancing our product offerings