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
- Global Transaction Banking (GTB) / Transaction 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
- Global Transaction Banking (GTB) / Transaction 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.
Strong Candidate Indicators:
- 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.
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Meets the experience, salary, location, and nationality criteria.
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What Cannot Be Considered:
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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.
