Cash Management Product Consultant - Cash Management - Shanghai - 20180314001

  • Competitive
  • Shanghai, Shanghai Shi, China Shanghai Shanghai Shi CN
  • Permanent, Full time
  • Societe Generale
  • 20 Apr 18 2018-04-20

Cash Management Product Consultant - Cash Management - Shanghai - 20180314001


SG CIB is the Corporate and Investment Banking arm of the Société Générale Group. Present in over 50 countries across Europe, the Americas and Asia. SG CIB provides corporate, financial institutions, investors and public sector clients with value-added integrated financial solutions.

Job Summary / Job Purpose

  • Act as primary point of contact and accountability for Cash Management sales and marketing activities for both external and internal counterparties
  • Provide consultation and solutions on full range of Cash Management products, for both onshore and offshore products, to both local corporate and MNC corporate


Main Responsibilities / Accountabilities / Tasks

  • Work with Relationship Managers to proactively acquire new clients and establish cash management relationship with clients
  • Actively sell full range of cash management products and solutions to prospects and existing clients
  • Deepen cash management ties with clients through delivering tailored-made cash and liquidity management solutions to meet clients' sophisticated cash management requirements
  • Regularly visit clients to further cultivate the relationship and to penetrate in the cash wallet
  • Implement and drive business related marketing campaigns
  • Build up strong cash management pipeline and work hard to push for mandates
  • Coordinate on new sales initiative, track and push for deal closing with branches
  • Structure, propose and push for working capital balance sheet products including but not limited to working capital loans and deposits
  • Review client financial profiles to ensure client credit risks are well identified, assessed and managed
  • Act as Global Sales Manager for local corporate to coordinate SG global cash management team to pitch client's global cash management projects.
  • Achieve business / revenue targets allocated for Cash Management Sales
  • Protect the business' bottom line by regularly reviewing business profitability streams to each case
  • Meet target of new client acquisition as business plan
  • Ensure professional implementation of Cash Management Sales activities including calling plan, call memo, pipeline, etc
  • Conduct effective consultative selling and service that meet customer needs
  • Meet group standard of service quality
  • Response to RfP by delivering high quality cash proposals in a timely manner
  • Build up / present structured quotation of cash management for customer
Team Work
  • Proactively contribute to team performance
  • Cooperative and supportive to other team members
Compliance Issues
  • Comply with money laundering prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity, during on-going business process
Other tasks / relevant responsibilities as assigned by the management.


Candidate Profile

Academic Background
  • Bachelor graduate in the discipline of international trade, business administration, accounting or economics

Working Experience / Technical Skills & Know how
  • With at least 5 years banking experience
  • Solid product and sales knowledge with at least 5 years experience in relevant roles
  • Solid cross-selling knowledge especially on various GTPS products
  • Solid financial analysis and credit assessment skills will be a plus
Skills & Competencies

  • Strong leadership and project management skills
  • Self-starter and good team player
  • Strong communication skills and fluent oral and written English
  • Strong interpersonal skills
Language Skills

  • Fluency in Mandarin and English(both written and spoken)

Computer Skill

  • Well versed in MS Office applications (Word, Excel, PowerPoint is a must)