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Role Purpose
To be recognized as a Global Payments Solutions (GPS) specialist with an ability to display competent knowledge of relevant products and services with the jobholder’s area of responsibility. To act as a lead sales representative on opportunities with key clients and/or deals. Consistently role model the Sales Manager competencies, providing guidance and coaching to other sales managers and team members where necessary. To achieve income for the Group by originating leads, building and maintaining relationships with new and existing clients in order to identify and sell innovative cash and clearing management solutions to a sector.
Key Responsibilities
- Manage a client portfolio to maintain existing and generate new income for the business
- Manage costs within plan and to keep losses to a minimum
- Undertake sector/portfolio planning and client monitoring/contact
- Maintain close liaison with key stakeholders so as to provide input into the strategic direction of the business, the functionality and launch of new products and services.
- Actively contribute to the Global Payments Solutions (GPS) pipeline and keeping it accurate and up to date
- To remain up to date with product knowledge etc through attendance at presentations, training, reviewing intranet/internet etc.
- Generate referrals for other Global Business.
- Keep abreast of external factors influencing international business e.g. economic, cultural, geographical, procedural and regulatory requirements.
- Execute a robust sales plan to target key customers including effective closure of pipeline deals to capture revenue
- Build and maintain close relationships with clients. Act on feedback from market surveys, client engagement programs, etc.
- Work with relevant key stakeholders to ensure a positive client experience including excellent service and implementation
- Develop an appropriate calling plan to achieve goals and objectives efficiently and effectively. Through consultative selling, design and implement workable, innovative solutions for customers individual needs plus generate and receive quality referrals for/from other parts of the Group.
- Where appropriate undertake professional presentations etc to customers in support of potential opportunities portraying HSBC in the best possible light against a backdrop of competition from local, regional and/or global banks.
- Maintain close liaison with intra country, intra region and cross regional colleagues/stakeholders to provide input into the strategic direction of Sales, Product and Client Management functions and to the overall direction of Global Payments Solutions (GPS) regional and global business.
- Develop and maintain relationships with key clients including a robust coverage program.
- Be an ambassador for HSBC and develop the bank’s profile in the local ‘International Business’ community.
- Work in partnership with colleagues across the HSBC network to deliver exceptional standards and quality of service
- Ensure fairness in all aspects of strategy, product design & delivery, customer literature & correspondence, financial promotions, administration, and complaint handling.
- Participate in internal and external business events, road shows and seminars as required by the business.
Qualifications
Strong knowledge of local and regional cash management and clearing services, products, and techniques.
Proven Sales Record
Fluent English
Relationship Management experience at multiple levels plus a proven sales record
Proven ability in identifying and meeting customer needs through matching a broad range of products and services
Proven ability to deliver creative and flexible customer solutions.
Ability to understand customers business and the fundamentals of running a business
Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
Excellent time management, planning and organization skills
Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
Strong analytical and selling skills
A good understanding of the market & market trends, competitive environment, and regulatory environment.
Knowledge of global cash management
Exchange
Knowledge of day-to-day workings of a Corporate Treasury environment, foreign exchange and payments.
Broad knowledge of HSBC Group companies and product ranges
At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.
HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.
At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.
“At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care”
