Role Name
FI Cross-Sell Activation Business Analyst / Project Manager
Experience
14+ years (minimum 7 years with banking clients)
Location
Qatar
Notice Period
Preferably 30 days (Immediate to 60 days can be considered)
Keywords
Primary Domain
Financial Institutions, FI Coverage, Financial Institutions Group, FIG, Correspondent Banking, Institutional Banking, Global Transaction Banking, GTB, Transaction Banking.
Products & Commercial
Cash Management, Payments, Trade Finance, Liquidity Management, Corporate Lending, FI Lending, Global Markets, FX, Cross-Sell, Wallet Share, Product Penetration.
BA & Delivery
BRD, BRS, Requirements Analysis, Client Onboarding, KYC, Process Mapping, Operating Model, Product Activation, Process Optimization, KPI Reporting.
Mandatory Skills
- Financial Institutions (FI) / Correspondent Banking
- Cash Management / Payments / Trade Finance
- Liquidity Management / Corporate Lending / FI Lending
- Global Markets / FX
- Cross-Sell / Wallet Share / Product Penetration
- BRD / BRS / Requirements Analysis
- Client Onboarding / KYC
- Process Mapping / Operating Model
- Product Activation / Process Optimization / KPI Reporting
Domain
- Financial Institutions / FI Coverage / Financial Institutions Group (FIG)
- Correspondent Banking / Institutional Banking
- Cash Management / Payments / Trade Finance
- Liquidity Management / Corporate Lending / FI Lending
- Global Markets / FX
Mandatory Roles & Responsibilities
- Support financial institution clients, correspondent banks, or institutional banking teams.
- Gather, analyze, and document business requirements (BRD/BRS).
- Drive cross-sell activation, product adoption, product penetration, and wallet-share improvement.
- Work across transaction banking products, including cash management, payments, trade finance, lending, and FX/global markets.
- Map client onboarding, fulfilment, and monitoring processes.
- Coordinate with business, product, operations, and technology teams.
- Identify process gaps and recommend process optimization.
- Track product activation, utilization, and KPI reporting.
- Coordinate across multiple products, business units, and countries.
- Understands FI clients as banks/institutions.
- Strong knowledge of transaction banking products and product utilization.
- Experience improving cross-sell, product penetration, and wallet share.
- Hands-on BA/project delivery experience across business, product, and technology teams.
- Meets the experience, salary, location, and nationality criteria.
What Cannot Be Considered
- Retail banking sales or retail cross-selling profiles without institutional banking exposure.
- Generic banking BAs without FI, correspondent banking, or transaction banking product knowledge.
- FI Coverage professionals without hands-on BA or project delivery experience.
- Candidates with only KYC/AML operations or back-office processing experience and no relevant product/business analysis exposure.
- Candidates below 14 years of total experience or with less than 7 years of banking-client experience.
Sourcing Flexibility
A strong Transaction Banking/GTB Business Analyst with institutional client exposure may be a better fit than an FI Coverage candidate without hands-on BA delivery experience.