Business Expert, Trade Finance & Correspondent Banking - Zormelo & Associates
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Zormelo & Associates is a Management and Development Consulting firm which works with both private and public sector clients to create world class companies and institutions through advisory services in human resources management, economic and social development projects and capacity building.
Key results areas/responsibilities:
Team work
- Collaborate with RM to develop new trade Business and assist the RM in identifying opportunities in his client portfolios.
- Conduct Training on Trade product for Bank’s sale Team.
- Conduct customer’s visits with RM and prepare call report.
Business Development
- Aggressively prospect for new clients who frequently deal in Trade products.
- Create a lead base of external trade target market through networking.
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Commercial Action
- Develop client sales and trade relationship calling plans.
- Identifying and analyzing risk under Trade Contracts and making recommendations.
- Convert customers for cash payment transaction to Trade related product.
CORE JOB REQUIREMENTS:
- Ensure the annualized Trade Income target is achieved as per KPI
- Achieved 20% Trade Volume target over previous year in the respective products
- 100% retrieval of clearing documents within advised time frame of 3 months as per BOG foreign exchange regulations.
COMPETENCY REQUIREMENTS:
- Facilitation skills
- Ability to work within short deadlines without compromising accuracy
- Negotiation and selling skills etc
- Assertive
- Well-developed written and spoken communication skills to promote the bank capabilities externally
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