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To create and increase revenue and economic profit from new and existing clients in order to achieve the banks strategic objectives and create shareholder value.
Be primary point of contact for clients by being accessible according to Nedbank client service strategy. Regular proactive interaction with clients to build and maintain relationships in line with business unit strategy.
Conduct regular portfolio reviews with clients to ensure optimum value and client retention. Identify potential new clients through prospecting to increase client base and grow market share.
Engage with collaborative partners through collaboration forums and networks.
Analyze customer satisfaction survey results to identify problems. Suggest improvements and implement action plans aligned to divisional customer service strategy to improve efficiencies and outputs.
Perform in depth financial needs analysis to identify cross sell and up sell opportunities in line with business goals
Conduct business activities in line with internal and external service level agreements.
Ensure service level agreements are adhered to by following business unit process and procedure
Grow revenue through acquisition activities and cross sell and up sell to achieve financial targets. Manage costs and impairments to minimise revenue leakage and losses.
Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
Understand role relevant systems and processes and implement to minimise risk.
Conduct all activities in accordance with regulations and corporate governance guidelines to avoid risk.
Complete and submit relevant reports in accordance with operational requirements
Minimum Experience Level
4-5 years' Relationship management experience in the financial sector a must
2-3 years’ experience in Business Acquisition essential
Experience in a Sales and Deal Origination related to a Corporate Client Portfolio within a Banking / Financial Services environment would be advantageous
NQF Level 6 or Higher in a Financial or Business related field essential
Matric / Grade 12 / National Senior Certificate
Valid driver's license and own reliable transport is essential
Type of Exposure
Conducting gap, needs and root cause analysis
Analysing and interpreting, situation, qualitative and quantitative data that requires an evaluation of multiple factors
Drafting and checking accuracy of reports and records
Writing business proposals Preparing and delivering presentations
Communicating complex information – written and orally
Developing ways to minimise risks
Working with a group to identify solutions to a problem
Successfully selling banking solutions
Building and maintaining effective cross-functional relationships with internal and external stakeholders
Influencing stakeholders to obtain buy-in for concepts and ideas
Technical / Professional Knowledge
Banking knowledge and procedures
Business writing, terms and definitions, acumen, and principles
Principles of project management
Relevant regulator, software, and systems knowledge
Note: Never pay for any training, certificate, assessment, or testing to the recruiter.
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