Client Portfolio Executive

6 months ago

Cape Town, South Africa FirstRand Full time

Job Description

To strategically and operationally manage and grow a portfolio of high revenue generating business clients.
- 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 pro-active 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 business.
- 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.

Job Details

Application Closing Date

11/03/24

  • Client Portfolio Executive

    1 month ago

    Cape Town, South Africa FirstRand Full time

    Job Description To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Commercial Sales and Service Cape...

  • Client Portfolio Executive

    1 month ago

    Cape Town, South Africa FirstRand Bank Limited Full time

    Description To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB Commercial Sales and Service...

  • Client Portfolio Executive

    2 months ago

    Cape Town, South Africa FNB Namibia Full time

    Client Portfolio Executive (Cape Town Metro) To strategically and operationally manage and grow a portfolio of high revenue generating business clients. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB...

  • Client Portfolio Analyst

    6 months ago

    Cape Town, South Africa Capital Assignments Full time

    Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio...

  • Portfolio Executive

    6 months ago

    City of Cape Town, Western Cape, South Africa 60 Degrees Full time

    **Portfolio Executive (Western Cape)** **The opportunity that awaits you**: An established Property Fund, where family and relationship building are at the core of their business, is seeking strong, impressionable Portfolio Executive to join their team in the Northern Suburbs of Cape Town. Their current portfolio, that spans globally and sits closely to...

  • Client Service Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa The Hiring House Full time

    Job SummaryWe are seeking a highly skilled Client Service Portfolio Manager to join our team at The Hiring House.Your primary responsibility will be to manage a portfolio of clients, ensuring their needs are met and that you identify opportunities for growth.

  • Client Portfolio Project Manager

    6 days ago

    Cape Town, South Africa RareCruit Full time

    As a key defence solution provider to over 50+ countries worldwide, our client has positioned itself as an ideal employer that values a strong work ethic and ambition. Our clients portfolio of leading platforms undergoes continuous development, improvement, and revision, making our client a dynamic and innovative force in the defence industry.For more info...

  • Client Portfolio Project Manager

    6 days ago

    Cape Town, South Africa RareCruit Full time

    As a key defence solution provider to over 50+ countries worldwide, our client has positioned itself as an ideal employer that values a strong work ethic and ambition. Our clients portfolio of leading platforms undergoes continuous development, improvement, and revision, making our client a dynamic and innovative force in the defence industry.For more info...

  • Client Portfolio Analyst

    1 month ago

    Cape Town, South Africa FirstRand Bank Limited Full time

    Description To support the Client Portfolio Executive by managing and administering a portfolio of clients including the application of an approval and ongoing quality risk management of the client’s credit facilities. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...

  • Executive Head of Project Development

    2 weeks ago

    Cape Town, South Africa The Royal Portfolio Full time

    The Royal Portfolio is seeking an Executive Head of Project Development to work alongside our owners and management teams on new construction and renovation projects. The ideal candidate must have a strong background in property development and infrastructure management with a technical approach to managing projects. This role will play a key factor in...

  • Portfolio Executive

    1 month ago

    Cape Town, Western Cape, South Africa Tumaini Consulting Full time

    Portfolio Manager & Analyst Job DescriptionWe are seeking an experienced Portfolio Manager & Analyst to join our team at Tumaini Consulting. As a key member of our investment team, you will be responsible for managing equity, fixed income, and multi-asset class portfolios.Requirements:A minimum of five to eight years of related experience in analysis and/or...

  • Executive Head of Project Development

    1 month ago

    Cape Town, South Africa The Royal Portfolio Full time

    The Royal Portfolio is seeking an Executive Head of Project Development to work alongside our owners and management teams on new construction and renovation projects. The ideal candidate must have a strong background in property development and infrastructure management with a technical approach to managing projects. This role will play a key factor in...

  • Executive Head of Project Development

    1 month ago

    Cape Town, South Africa The Royal Portfolio Full time

    The Royal Portfolio is seeking an Executive Head of Project Development to work alongside our owners and management teams on new construction and renovation projects. The ideal candidate must have a strong background in property development and infrastructure management with a technical approach to managing projects. This role will play a key factor in...

  • Client Portfolio Manager

    2 weeks ago

    Cape Town, Western Cape, South Africa Merand Corbett & Associates Full time

    About Merand Corbett & AssociatesWe are a leading organization in the industry, dedicated to providing exceptional services to our clients.Job SummaryWe are seeking an experienced Client Portfolio Manager - Sales and Business Development to join our team. This role is responsible for managing client relationships, identifying new business opportunities, and...

  • Core Client Executive Assistant

    6 months ago

    Cape Town, South Africa FYXER Full time

    **Who we are**: FYXER LTD is an all-encompassing business and executive assistant support service. It was set up by brothers Richard and Archie Hollingsworth in 2015 to _offer executives and businesses a holistic service rather than a single employee and support staff, flexible and remote working._ FYXER enables business leaders to focus on what matters...

  • Executive Nighttime Culinary Manager

    1 month ago

    Cape Town, Western Cape, South Africa The Royal Portfolio Full time

    The Night Chef at The Royal Portfolio is a critical role that requires exceptional leadership and culinary expertise. This position ensures the smooth operation of the kitchen during the night shift, from 23:00 to 08:00, and maintains the highest standards of the hotel.Main Responsibilities:Assist the Executive Chef and Senior Sous Chefs in managing the...

  • Sales Executive

    6 months ago

    Cape Town, South Africa Pure Placements on behalf of client Full time

    **Job Opportunity: B2B Sales Specialist in Networking & Cybersecurity** Join a dynamic team at the forefront of the networking and cybersecurity industry! Our client is a leading distributor committed to delivering top-tier products and solutions. As a B2B Sales Specialist, you'll play a pivotal role in expanding our footprint within the reseller channel,...

  • Client Portfolio Manager

    6 months ago

    Cape Town, South Africa CF Consulting Full time

    The individual is required to leverage the company network to drive new business development in the Winelands area and identify opportunities to refer business to other service lines across the Group. This role requires strong working relationships with the Investment Management team in Cape Town, Stellenbosch, Johannesburg and London. It is further...

  • Client Portfolio Project Manager

    3 days ago

    Cape Town City Centre, South Africa Jobted ZA C2 Full time

    As a key defence solution provider to over 50+ countries worldwide, our client has positioned itself as an ideal employer that values a strong work ethic and ambition. Our clients portfolio of leading platforms undergoes continuous development, improvement, and revision, making our client a dynamic and innovative force in the defence industry. For more info...

  • Client Portfolio Development Manager

    3 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Bank Limited Full time

    Job OverviewWe are seeking a highly skilled Client Portfolio Development Manager to join our team at FirstRand Bank Limited. In this role, you will be responsible for managing and growing a portfolio of high revenue generating business clients.About the RoleThe ideal candidate will have 4-5 years of commercial banking experience in a similar role, with...