Sales Support Manager at Sasfin Bank Ltd

Job description

MAIN PURPOSE OF THE JOB

• To assist with sales within Specialised and Capital Equipment as follows:
• Administration of all client/supplier applications, particularly in terms of the preparation and sourcing of information for client/supplier applications, payouts and queries;
• To effectively manage and support the sales administration team and use your knowledge and skills to up skill, train and mentor employees who report directly to you;
• To use your understanding of finance to assess new applications, ensuring various income-generating opportunities are explored for the whole of Sasfin while managing the credit risk of the client; and
• Assist with developing a strategy to grow these strategic accounts and allow them to be measured on the execution thereof.

KEY AREAS OF RESPONSIBILITY

• Client/Supplier Relationship Management
• Management and leadership of internal sales team/sales administrators
• Administration, financial assessment and analysis
• Perform credit checks and obtain trade references etc.
• Receive and prepare client and supplier applications and source information.
• Keep supplier/client informed of outcome.
• Ensure the smooth running of all accounts.
• Focus on marketing and building relationships with strategic clients and suppliers.
• Dedicated support to the Account Executives, internal sales team, clients and suppliers.
• High level of client/supplier contact and high work volumes
• Build a brand and presence in our chosen target market.
• Assist in the sales of energy efficiency and capital equipment finance products.
• DESCRIPTION OF TASKS
• Assist in achieving and exceeding financial targets.
• Monitor risks of the portfolio and approach all new business in line with Sasfin Credit policy.
• Visit/meet with existing and prospective clients and suppliers of equipment and view business operations (when required)
• Actively manage client/supplier relationships through engagement and analysis of information.
• Attend to all enquiries stemming from supplier and client relationships.
• Attend monthly sales meetings (when required).
• Prepare sales-related reports (when required).
• Signing of documentation with clients and suppliers (when required).
• Superior client and supplier service and sales support to the Account Executives.
• Administration of client/supplier portfolios, preparing faxes, sending emails, applying for Bank, ITC & K.I. reports and trade references, filing, ensuring FICA compliance of new and existing clients and other admin related duties.
• Assessment and spreading of financial statements and management accounts together with cash flow and budget projections as well as ability to comment on these financials.
• Prepare all applications to be sent to the Credit Department for approval and source all relevant information from clients/suppliers in this regard both for existing and prospective clients/suppliers.
• Source and assess information from clients/suppliers to ensure that all terms and conditions of sanctions are adhered to and that necessary periodic information is received and collated timeously.
• Scrutinise credit information required to assess applications.
• Liaise with Credit, Operations and Accounts departments to ensure the smooth running of the client/supplier accounts as regards to risk, operation and administrative issues.
• Draw up all documentation for signature by clients/suppliers.
• Prepare sales-related reports as required.
• General office duties as delegated from time to time, answering of client/supplier telephone calls and assisting where possible (being proactive at all times) and liaising closely with the Managers of the unit.
• Support all service and sales initiatives.
• Co-ordinate field surveys and site visits (when required).
• Manage credit risk of existing customers and new applications.
• Attend to annual review of all revolving facility accounts on portfolio, if required.
• Manage “problem” accounts with the assistance of credit and risk departments.
• Assist with preparation of annual budgets.
• Assist team members where required.
• Effective management of the internal sales team in the business unit.
• Set up procedures and communication within the internal sales team.
• Support your internal and external sales team in maximising support from existing suppliers and clients.
• Support your internal and external sales team in establishing new supporting suppliers and clients.
• Motivate, support and retain internal employees to enable them to achieve their goals.
• Assist suppliers/ clients/AE’s on financial business packages.
• Lead and manage the internal sales team providing direction, development and motivation to ensure that the branch runs smoothly and the team receive the necessary guidance and the team has the necessary capabilities to deliver on the set objectives.
• Manage the deal origination and conclusion processes within the internal sales environment and drive business growth and value by building and maintaining effective business relationships with the various support units while promoting the business interests of Sunlyn.
• Drive and instil the business banking corporate culture.
• Training and Development of Employee
• Implement training to ensure the required standard is met throughout the team;
• Standardise the roles and responsibilities of the sales team – quality and productivity is regularly monitored.
• Schedule and host informational team meetings and team-building exercises
• Compile the performance appraisal documentation in collaboration with the team member in terms of job profile requirements, strategic performance objectives, key performance objectives and personal development plans
• Support and advocate business banking and business unit initiatives.
• Plan, coach, train, advise, and review the Sales Administrators on an individual level to enable individual and team targets to be achieved.
• Recommend and facilitate appropriate development opportunities.
• Manage and coach the team on how best to realise the benefits of effective relationship building.

SKILLS/PERSONAL ATTRIBUTES REQUIRED

• Matric coupled with a Commercial degree is preferable, with a high level of numeracy, accuracy and full computer literacy, particularly word, excel, outlook and PowerPoint;
• Minimum of two years’ experience in an equipment finance environment will be advantageous, particularly if from a banking environment;
• Ability to read, understand and analyse financial statements and comment on them;
• Good understanding of security documentation advantageous;
• Analytical skills and attention to detail is essential;
• Ability to work under pressure in a team and/or in an individual situation;
• Ability to work independently, use own initiative, be proactive and provide effective and efficient client-supplier service;
• Good organisational skills;
• Highly motivated with very strong inter-personal and analytical skills;
• Excellent communication skills and ability to work well with others are vital; and
• Own Vehicle and Driver’s license is essential.

REMUNERATION

Based on Cost to Company

*Please consider your application unsuccessful if you have not received a response within two weeks of submission.