Client Value Management Specialist at FNB South Africa

Job Description

• To identify and onboard new revenue growth opportunities for the bank, provide client insights and engagement opportunities through a positive and seamless client experience by offering appropriate solutions to clients across multiple channels and managing the end-to-end lifecycle for opportunities and insights across multiple channels, platforms with an understanding of impact between real-time and batch.

Responsibilities:

• Deliver strategic insights and actionable recommendations for the Client Value Management Outbound Offers within the Platinum and Enterprise portfolio by developing a deep understanding of the ecosystem and proactively identifying and resolving any changes that may impact it
• Integrate, compare, and analyse strategic plans from different stakeholders to identify synergy and operational effectiveness
• Have a deep understanding of strategic/ tactical initiatives of the business and use this to facilitate functional strategy reviews on a regular basis
• Drive monthly engagements with Product and channels to provide guidance and insights into opportunities
• Partner with Segment, Product House, Channels, Analytics, and the Marketing team to strategically align on the delivery of sales targets and increase product penetration via the Coverage channel
• Provide insights in driving cross-sells and up-sells to increase product penetration (product depth), client entrenchment (Vertical sales index (VSI) width) and lifetime value of the client
• Provide a positive and seamless client experience by minimising hand-offs and ensuring single point of contact with a customer for several applicable products aimed to grow the customer base
• Ensure proper onboarding of new product houses, products and channels and understand data, sales and fulfilment processes, reporting and impact on specific portfolios
• Accountable for effective campaign management by initiating, managing, monitoring, and tracking all campaigns briefed via a channel
• Reporting and strategic insights
• Use business acumen and strategic insights in conjunction with the Analytics team to translate business problems into initiatives

You will be an ideal candidate if you:

• Have a relevant Business Degree or equivalent qualification
• Have 3+ years Sales and/or CVM experience
• Strong knowledge of how to interpret and apply data insights into executable opportunities and campaigns using variable channels, platforms and mediums – driving desired outcome in banking environment
• Understand processes and identify breakages to ensure seamless client experience
• Understand, interpret and draw conclusions from reviewing post campaign analysis and suggest corrective steps based on results

End Date: September 5, 2025