Associate Ts Sales

2 weeks ago


Johannesburg, Gauteng, South Africa Nedbank Full time

Job Purpose

  • Drive client value creation by supporting the principal bankers in a holistic manner through overall client CVP management in line with cluster goals whilst ensuring effective client engagements and output delivery
    Responsibilities:
  • Execute on the transactional services P&L by growing number of clients and increasing market share to achieve the agreed financial objectives within Transactional Services and CIB.
  • Deliver against financial objectives supporting the organisational budgeting process through pipeline development and conversion across sector and clients to ensure budget gaps are filled.
  • Execute on the identified product opportunities to grow primary banker status, portfolio optimisation and ensuring commercialisation.
  • Manage the full transactional value chain and profitability of all products within the sector and area of focus.
  • Prepare client briefs to ensure meaningful client engagement.
  • Maintain consistent client engagements to build networks and create effective client relationships to enable sustainable sales growth.
  • Meet the needs of new and existing clients though a sector specialist sales approach by increasing product penetration and share of wallet.
  • Run analysis to enable understand the client's business and ensure accuracy and validity of client information provided for business purposes.
  • Consistent monitoring and updating of client information on CRM to ensure data points correctly reflect the latest status of client/pipeline/deal.
  • Deliver a worldclass service by ensuring a client centric culture.
  • Execute on vision with a longterm strategic framework across sector and client whilst incorporating client value chain management.
  • Drive excellence in strategy execution by integrating people, processes, management, systems and measurements
  • Influence collaboration across TS, cluster and juristic to achieve the distinctive clientcentred strategy.
  • Collaborate with stakeholders for commercialisation, compliance, people, technology, support, operationalisation, value management and servicing
  • Prepare documentation for contribution to pricing, pipeline, CST and sector meetings with shared accountability of lead generation and acquisition conversion.
  • Ensure a feedback loop to product sales experts with regards to client needs, issues, pipeline and industry developments to ensure CVP differentiators and target alignment.
  • Ensure reporting to and from industry and sector bodies and create feedback loop into product development or enhancement.
  • Maintain competency through keeping up to date with industry trends and legislation in relevant sectors of focus.
  • Make recommendations for alternate improvements to the business by reviewing nonperforming areas.
  • Ensure adherence to applicable operational and legislative requirements.
  • Prevent loss and risk, enforce internal controls and ensure staff adherence through the implementation of effective management processes.


Essential Qualifications
  • NQF Level
  • Professional Qualifications/Honour's Degree


Preferred Qualification
  • Relevant Honours, CA(SA), CFA
  • Essential Certifications
  • CA(SA), CFA
  • Minimum Experience Level 35 years relevant sector / industry experience (Financial Services or other)
    Technical / Professional Knowledge
  • Business principles
  • Business terms and definitions
  • Business writing
  • Data analysis
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of project management
  • Relevant regulatory knowledge
  • Oral and written communication techniques


Behavioural Competencies
  • Communication
  • Continuous Learning
  • Collaborating
  • Stress Tolerance
  • Quality Orientation
  • Technical/Professional Knowledge and Skills
- **_Please contact the Nedbank Recruiting Team at _
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