GTB - Commercial Planning & CRM Specialists

Responsibilities:

• Conduct research and analysis of client needs, industry trends, and market dynamics
• Continuously track the implementation of approved strategies and their performance against predefined metrics
• Gather feedback from internal stakeholders to assess strategy effectiveness
• Oversee the CRM system to ensure accurate client data, pipeline tracking, and reporting.
• Train & Support GTB teams on CRM best practices, ensuring adoption & compliance.
• Generate insightful dashboards and reports and help generate cross-selling & upselling opportunities through CRM reports.
• Follow up on Sector’s deadlines, timelines, & segment reminders as per defined account planning cycles
• Perform checks on full-plan completion by RMs & PMs while escalating delays as required
• Provide help & support to RMs & PMs with the manual account planning tool (excel based)
• Aggregation & tracking of identified opportunities & their realization
• Portfolio/client allocation to RMs & PM in GTB on commercial segmentation screen.
• Periodic monitoring of any external segment migration required (e.g., LC SME)
• Liaise with Commercial Planning & CRM function colleagues in SME to manage & conduct handovers
• Periodic review of segmentation rules
• Creation & developing of data dashboards to highlight achieved Vs budgeted figures and provide insights for senior management

Technical Competencies:

• Excellent understanding of the general, economic, political and business environment of the region
• Consolidated commercial background, including experience using corporate CRM platform
• Problem solving and excellent analytical skills
• Demonstrable strategic thinking abilities & strong communication capabilities
• Strong teamwork & collaboration skills (maybe required to join agile squads)

Requirements:

• Bachelor’s degree business or any relevant field.
• Minimum 2 to 7 years of relevant experience in banking sector or financial institutions.
• Fluent in both written and spoken Arabic and English languages.