Transaction banking sales H/F
CA Indosuez Switzerland
Geneve, Genève
vor 11 Std.

Integrated into the Crédit Agricole Corporate and Investment (CACIB) Banking team, the Transaction Banking Sales (H / F) will have the following responsibilities :

  • Manages the client portfolios for TB products.
  • Assesses business potential of all portfolios, client per client, develops his / her portfolio, initiates new potential deals and mandates on his / her activity perimeter.
  • Follows-up these actions in coordination with the Global Head of Transaction Banking Sales.

  • Proposes a budget, client per client, portfolio by portfolio, submitted to the ITB Head.
  • The Global Head of Transaction Banking Sales will validate Transaction Banking budgets.

  • Elaborates the commercial action plan relating to portfolios.
  • Ensures TB Products promotion actions, utilizing appropriate tools and processes.
  • Contributes to worldwide priority actions defined by the Global Head of TB Sales.
  • Controls solutions proposed to clients are optimized and deliverable.
  • Follows-up and controls client implementations (quality, cost, agenda).
  • Ensures Bank / Business rules and procedures are respected in terms of Conformity / Financial Security in coordination with his / her direct and functional Managers.
  • Participates actively to its Country development and as such might be mobilized by the ITB Head, notably for any back-up need.
  • Participate to product session in order to help enhancing product promotion and promote innovation.
  • minimum 3 years of experience in Transaction Banking (Cash-Management & Liquidity solutions)

    Transaction Banking Product range as well as main clients’ expectations knowledge

    Successful commercial experience

    Successful international experience (a plus)

    Master in Finance

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