Client Portfolio Executive C

2 weeks ago

Johannesburg, Gauteng, South Africa FirstRand Full time
About us, purpose, experience and qualifications

about us:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

purpose:

  • Responsible for the oversight of all activities performed by team representatives serving a client segment of 150 million plus

experience and qualifications:

  • Minimum Qualification : Relevant Degree.
  • Experience : 4 Years judgmental credit experience.
  • Person must not be an unrehabilitated insolvent

additional requirements:

responsibilities:

  • Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
  • Achieve net profit growth for the business.
  • Drive an increase in average balance of specific portfolio of liabilities.
  • Manage costs or expenses within approved budget to achieve cost efficiencies.
  • Deliver exceptional service through educating the client, offering an appropriate solution and ensuring the relationship is maintained.
  • Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
  • Manage and grow existing clients and grow portfolio through proactive portfolio management.
  • Maintain and build relationships for purposes of expectation management, knowledge sharing and integration.
  • Know and understand customer needs in order to deliver a quality service and recommend appropriate solutions.
  • Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
  • Maximise Business Portfolio, cross sell opportunities and strengthen client relationships.
  • Manage the growth of active customer account base to increase client base
  • Analyse and understand complex client needs and provide appropriate solutions through deal structuring.
  • Manage sales lead pipeline and enter all qualified leads into the pipeline and maintain.
  • Translate strategies into actionable goals and execute relevant projects /initiatives aligned to strategic objectives with specific performance measures and control systems to track progress
  • Ensure compliance is adopted in terms of systems and procedures as laid out by FNB.
  • Take all necessary actions to ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data.
  • Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities.
  • Initiate, prepare and present credit proposals to the relevant credit committee to secure credit facilities for clients within the credit policy.
  • Create own development plan and review plan with team leader or manager.
  • Understand which competencies and skills are required to be mastered to ensure personal development and performance.
  • Ensure timeous, clear contracting and assessment of performance expectations in line with identified objectives and enable a learning and growth culture.

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