HSBC Group

Corporate Sales is part of HSBC Global Banking and Markets, is responsible for serving corporate clients. As part of Corporate Sales, sales will primarily service the group’s Strategic & Focus clients, addressing their needs through the provision of client relevant products, solutions, and deep market insight. This role requires strong client experience to develop long lasting trusted relationships whilst improving product penetration and wallet share. 

An understanding of the Corporate Sales business, MSS products and clients is therefore essential in this role. Also essential is a deep knowledge of the products that Strategic and Focus clients typically trade; the role holder should therefore be familiar with, foreign exchange instruments and interest rate derivatives.

The primary objective of the role is to manage and develop the revenue and profitability of allocated client portfolios whilst delivering excellent service to address client needs. A constant drive to improve the cost-of-service delivery will also be a key focus of the role and will require championing key initiatives, such as servicing more transactional needs via e-capability.

Principal Accountabilities and Responsibilities

• Identify sales opportunities that address specific needs for our clients and managing from identification to point of sale and through post trade process.
• Service a portfolio of Strategic and/or Focus clients, including Transactional clients where required.
• Manage and develop relationships with transactional clients, including those serviced over e-platforms for flow-based business.
• Provide day to day sales coverage using the full suite of Corporate Sales offerings and support team members to do the same.
• Deliver services and solutions that meet client needs and where necessary leverage the bank’s depth of product expertise and Thought Leadership
• Develop trusted relationships with clients to drive revenue growth and greater product penetration.
• Collaborate with other internal stakeholders, including Relationship Managers, Global Payments Solutions (GPS), and Global Trade and Receivables Finance (GTRF), to service client needs  and improve share of wallet
• Drive efficiency and profitability by championing adoption and use of relevant service offerings to meet client needs, for example migrating transactional business to the self-service e-capability, coordinating with Corporate Risk Solutions (CRS) for more complex balance sheet structuring solutions, or identifying further opportunities for the offshore capability to support Corporate Sales
• Manage changes to processes as technology platforms evolve.
• Work with Corporate Sales team to ensure all activities for their set of Strategic and Focus clients are executed in line with their agreed principles.
• Work through Corporate Sales for ensuring all Global Service Centre outsourced activities are executed in line with the agreed SLA’s and requirements for servicing clients.
• Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank)
• Where appropriate and responsibility has been assigned, act as Global Sales Captain for specified clients.
• Grow deep and broad customer relationships to enhance the HSBC franchise and generate value added business.
• Build and maintain business relationships with clients in assigned area of responsibility.

• Client engagement surveys and feedback
• Performance against collaboration targets (e.g., referrals)
• Feedback from other product partners
• Use of Thought Leadership
• Take up of e-capabilities.
• Incremental revenue and customer satisfaction
• Matching of customer requirements in response to proposal requests
• Provision of appropriate strategic business ideas based on awareness of market and industry initiatives and customer feedback. Sharing of best practices
• Team performance against scorecard targets
• Feedback from team and key stakeholders
• Effective collaboration and communication within the team
• Evidence of working effectively under direction and using own initiative

Competences

• MS Excel
• Knowledge of Derivatives.

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.

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.