Property Portfolio Manager

2 weeks ago


Johannesburg, Gauteng, South Africa Nedbank Full time

Job Requisition details and Talent Acquisition consultant

  • Req: TA: Lebohang Monate
Closing Date: 20/11/2023
Job Family

  • Sales And Services

Career Stream

  • Sales

Leadership Pipeline

  • Manage Self: Professional


FAIS Affected

FAIS Affected
  • Yes
    Job Purpose
  • To grow existing business and acquire new business so that the bank achieves its revenue, profitability and market share objectives

Responsibilities:

  • Achieve all targets and standards by implementing sales strategies and plans and by using resources efficiently.
  • Identify potential obstacles and develop contingency plans by monitoring and reporting on implementation of plans and taking corrective action.
  • Ensure that all products; service and processes comply with the risk framework of the bank by identifying risks and taking corrective action.
  • Follow all appropriate processes and procedures and complete all documentation accurately and in line with compliance regulations; policies and procedures and obtain all authorisations in line with bank and legal reqruirements.
  • Ensure personal compliance with all relevant compliance regulations; policies; procedures and standards by attending required training.
  • Make recommendations for process innovations and/or enhancements using feedback from clients and market information.
  • Prepare all reports and submit timeously by gathering required data and management information.
  • Acquire profitable and sustainable new business and grow existing portfolio by providing appropriate advice based on client's unique identified needs.
  • Identify opportunities for growing business by analysing current book and using management information systems.
  • Define outputs and prepare execution strategy by aligning with business and organisational strategies; objectives and budgets.
  • Implement sales strategies and plans to deliver results by monitoring effectiveness of strategies and plans and making amendments where necessary.
  • Actively enable cross selling and upselling to achieve portfolio targets by engaging with relevant stakeholders; internal and external.
  • Build trusting relationships with clients by delivering on their expectations and providing appropriate advice and recommendations.
  • Identify internal and external stakeholder needs and requirements by engaging with them and conducting appropriate needs analysis.
  • Identify opportunities and make referrals based on information gathered from the needs analysis; competitor activity and the market.
  • Align with bank strategies and solutions by collaborating with cross functional teams and attending all relevant meetings and forums.
  • Meet all deliverables within the agreed timelines and service levels by managing expectations and engaging with relevant stakeholders/contractors/suppliers.
  • Add value to clients/stakeholders by providing required support; responding to requests; keeping knowledge uptodate; conducting service calls and providing information.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
  • Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
  • Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
  • Identify training courses and career progression for self through input and feedback from management.
  • Ensure all personal development plan activities are completed within specified timeframe.
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
  • Obtain buyin 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.


Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees


Preferred Qualification
  • Bachelor of Commerce: Financial Management. FAIS accreditation


Minimum Experience Level
  • Portfolio Manager (Business Banking): Minimum 3 years experience in a sales role, gaining experience in the types of exposure identified above.

Technical / Professional Knowledge

  • Business principles
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Nedbank vision and strategy
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Cluster Specific Operational Knowledge
  • Knowledge of Financial Markets and Trends
  • Marketing Campaign


Behavioural Competencies
  • Collaborating
  • Work Standards
  • Active Learning
  • Building Trusting Relations


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