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Role purpose

Ensure drive data-driven commercial management of the commercial strategy of the Customers & Core Banking direction by analysing performance, monitoring key indicators, and generating actionable insights to optimize execution across the branch network and support business decision-making.

Principal Accountabilities and Responsibilities

• Analyse commercial productivity across executive, branch, divisional, and national levels, identifying trends, deviations, and opportunities in customer acquisition and upgrades of HSBC ONE & Premier, payroll switching, Primacy, among others.
• Monitor key commercial KPIs (productivity, sales quality, initiative adoption), consolidating performance insights for executive tracking.
• Detect performance deviations and generate early alerts on potential risks or improvement areas
• Evaluate the adoption and effectiveness of commercial campaigns and initiatives (e.g., CRM campaigns), assessing impact on conversion, productivity, and sales quality.
• Identify execution gaps and improvement opportunities in commercial initiatives.
• Generate actionable insights and structured analysis to support Commercial Management and Business decision-making.
• Translate data into clear recommendations to optimize commercial execution in the branch network.
• Support identification of opportunities to improve commercial performance and execution consistency.

Requirements

• Bachelors degree required; Masters degree preferred (Business Administration, Finance, Economics, Engineering, or related fields).
• 5+ years of experience in retail banking, commercial strategy, business analytics, or performance management roles.
• Experience in commercial performance analysis, reporting, and data-driven decision-making.
• Advanced Excel skills; knowledge of data tools and reporting platforms is a plus.
• Fluent in English (written and spoken).
• Strong analytical mindset with the ability to translate data into actionable insights.
• Solid understanding of retail banking products, commercial dynamics, and branch network execution.
• Experience in commercial performance analysis, sales strategy, or business analytics.
• Knowledge of KPI tracking, performance monitoring, and commercial reporting.
• Understanding of incentive schemes and their impact on sales behaviour (preferred).
• Strong stakeholder management and communication skills.

At HSBC we are committed to building a culture where all employees and customers are valued regardless of their gender, age, sexual orientation, ethnicity, disability, religious belief, background or any other different personal aspect.

HSBC employees act by showing integrity with courage, standing firm in what is right. We are trustworthy, we show different ideas and cultures and we are connected with customers, the community, regulators and each other.

At HSBC we are focused on guaranteeing gender equality and constant training for our employees, as well as protecting their labor and social rights.

At HSBC we offer our colleagues a greater number of days so that they can fully enjoy their wedding, take care of the new member of the family, or grieve the loss of a family member. Our paid leave package is at the forefront in Mexico, now you have one more reason to be HSBC and proudly live a culture of well-being, balance and care.