FI Cross-Sell Activation - Business Lead

Engagement Type

Full-Time 5-Year Contract

Lead the activation and expansion of cross-sell opportunities within the Financial Institutions FI client portfolio across relevant international markets by increasing penetration of Lending Global Transaction Banking GTB and Global Markets GM solutions

The role is responsible for developing a coordinated coverage strategy that leverages existing FI relationships to unlock new revenue streams deepen client engagement and drive wallet share growth The role on building scalable onboarding fulfillment and monitoring capabilities while enhancing product propositions tailored to FI clients nbsp

• Financial Institutions FI Coverage
• Global Markets GM
• Global Transaction Banking GTB
• Lending Structured Financing
• Cash Management Solutions
• Correspondent Banking
• Cross-Sell Revenue Optimization
• Client Coverage Relationship Management
• Relevant International Markets

Client Lifecycle Management

• Drive cross-sell activation across existing FI clients to increase utilization of Lending GTB and GM products
• Develop strategies to increase wallet share and revenue contribution from the FI portfolio
• Identify opportunities to originate new business from existing and prospective FI relationships
• Build targeted client engagement plans to maximize product penetration

• Partner with FI Coverage teams to identify client needs and commercial opportunities
• Develop tailored value propositions aligned with FI client requirements
• Support acquisition of new FI relationships across relevant international markets
• Establish structured outreach programs to expand market coverage

• Promote integrated solutions across
• Lending Structured Financing
• Cash Management Solutions
• Trade Transaction Banking Services
• FX Treasury and Global Markets Products
• Develop tailored product bundles and client propositions for FI segments
• Support enhancement of product capabilities to meet evolving client needs

• Drive improvements in onboarding fulfillment servicing and monitoring processes
• Support establishment of scalable client lifecycle management capabilities
• Identify process bottlenecks and opportunities for automation
• Improve client experience and speed-to-market for new solutions

• Partner with Risk and Credit teams to align FI opportunities with lending appetite and portfolio objectives
• Support development of FI-specific lending propositions and risk frameworks
• Ensure alignment between commercial objectives and risk governance

• Coordinate across FI Coverage GTB GM Lending Risk Operations and Technology teams
• Drive collaboration to deliver a unified client proposition
• Support governance forums and senior management reporting

• 12 years of banking experience
• Strong background in Financial Institutions Coverage Global Markets GTB Corporate Banking or Lending
• Proven experience driving cross-sell client penetration and revenue growth initiatives
• Experience across MENAT markets preferred
• Exposure to client lifecycle transformation onboarding or operating model enhancement initiatives
• Strong understanding of FI client needs and banking product ecosystems
• Knowledge of Lending GTB Cash Management and Global Markets products
• Experience designing cross-sell and coverage strategies
• Strong commercial acumen and relationship management capabilities
• Understanding of onboarding fulfillment monitoring and client servicing processes
• Excellent stakeholder management and influencing skills
• Ability to drive growth across multiple product lines and markets
• Based in Qatar
• Fluency in Arabic and English preferred