Rmb Transactional Banking Portfolio Manager
1 month ago
Job Description
To drive Transactional Banking growth and product penetration via business development and cross sell in the organisation’s target customer sectors with existing clients.
- Foster strong relationships with existing clients to understand the clients objectives, and market relevant product-based solutions to the clients’ needs to enable them to maximise their cashflow position, i.e., optimise their payables and receivables
- Develop and implement plans to promote transactional banking products and services within target customer sectors
- Identify the opportunities to optimise the businesses working capital and cash management requirements more broadly and bring in other specialists as necessary
- Focus on assisting all corporate clients to interact more efficiently with the bank, as well as the promotion of new products and solutions where appropriate.
- Identify existing and developing trends within the client’s environment and anticipate queries that may arise
- Implement defined Service Action Plans, use data driven insights and performance monitoring
- Action cash management reports to avoid loss of revenue by ensuring that all new and existing accounts are correctly linked
- Incorporate potential client queries into sound client service plans aligned to the client’s business needs.
- Lead all proactive transactional banking related matters with the client
- Identify cross-selling opportunities within the existing client base and collaborate with internal stakeholders to execute cross-selling initiatives and strategies
- Promote bundles banking solutions to clients to maximise revenue and deepen client relationships
- Collaborate closely with Coverage as the escalation point for clients’ transactional banking related matters
- Work closely with the client service suite to derive insights into the types of queries being raised by the client, and act as an escalation point for the client when queries logged by the client are not resolved accurately and timeously.
- Conduct regular portfolio reviews to assess profitability and identify areas for improvement
- Ensure compliance with regulatory requirements and internal policies related to transactional banking activities
- Maintain and update client mandates including account signatories, resolutions, and telephonic mandates
- Set the client service engagement plan for managing the Clients within the allocated portfolio, distinguishing the sub-segments and their unique requirements (e.g., priority Clients)
- Set specific goals and objectives for each customer and develops a roadmap of meeting these goals and objectives per client
- Forecast and assess the Client’s volume of business transactions and ensure the maintenance of these volumes each month
Post
RMB
LI-MM15
Job Details
Application Closing Date
10/06/24
We have other current jobs related to this field that you can find below
-
Rmb Transactional Banking Portfolio Manager
2 weeks ago
Johannesburg, Gauteng, South Africa FirstRand Full timeJob DescriptionTo drive Transactional Banking growth and product penetration via business development and cross sell in the organisation's target customer sectors with existing clients. Foster strong relationships with existing clients to understand the clients objectives, and market relevant productbased solutions to the clients' needs to enable them to...
-
Team Lead: Transactional Banking Portfolio
2 weeks ago
Johannesburg, Gauteng, South Africa FirstRand Full timeAbout us, purpose, experience and qualificationsabout us:purpose: The core focus of the Transactional Banking Portfolio Management capability is to drive Transactional Banking growth and product penetration via business development and cross sell in RMB's target customer sectors with existing clients. The function entails understanding the clients'...
-
RMB Transactional Banking Portfolio Manager
2 weeks ago
Johannesburg, Gauteng, South Africa FirstRand Bank Limited Full timeDescription Foster strong relationships with clients to understand their objectives and offer tailored product solutions to optimize their cashflow Develop and implement plans to promote banking products and services within specific customer sectors Identify opportunities to enhance businesses' working capital and cash management requirements Assist...
-
Transactional Banking Portfolio Manager
4 days ago
Johannesburg, South Africa FirstRand Full timeJob Description The core focus of the role is to drive Transactional Banking growth and product penetration via business development and cross sell in RMB’s target customer sectors with existing clients. - Understanding the clients objectives, and to market relevant product-based solutions to the clients’ needs to enable them to maximise their cashflow...
-
Transactional Banking Portfolio Manager
2 weeks ago
Johannesburg, Gauteng, South Africa FirstRand Full timeJob DescriptionThe core focus of the role is to drive Transactional Banking growth and product penetration via business development and cross sell in RMB's target customer sectors with existing clients. Understanding the clients objectives, and to market relevant productbased solutions to the clients' needs to enable them to maximise their cashflow position,...
-
Transactor
2 weeks ago
Johannesburg, Gauteng, South Africa Rmb Full timeJob DescriptionTo develop client relations through originating, structuring and execution of deals, compiling proposals as well as overseeing the transaction implementation process on behalf of the client in order to drive the deal to closure via an understanding of the current market environment and clients needsUnderstand key competitors, global trends,...
-
Trade Operations Processing Specialist-1
2 weeks ago
Johannesburg, Gauteng, South Africa Rmb Full timeTrade Operations Processing Specialist-1 page is loaded Trade Operations Processing Specialist-1 Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R10115 Job DescriptionTo perform the operational tasks related to processing of trade transactions ensuring accuracy in the processing and in adherence to the required...
-
Developer
2 weeks ago
Johannesburg, Gauteng, South Africa Rmb Full timeJob DescriptionImplements a program of technology projects to ensure that program goals are accomplishedResearch new technology being used in the financial sectorDevelop prototype systems on which to test and prove the new technologyMake recommendations of technology, vendors who can supply and support that technology as well as the use cases in which they...
-
Head Finance
2 weeks ago
Johannesburg, Gauteng, South Africa Rmb Full timeJob DescriptionFulfils a statutory and financial management reporting function and ensures financial discipline and controlAnalyse the growth and return trade-offs within each business Allocate capital to the most profitable business linesRead and understand the frameworkPrepare a summary and presentation showing applicability at RMB levelPresent to relevant...
-
Product Manager-2
2 weeks ago
Johannesburg, Gauteng, South Africa Rmb Full timeJob DescriptionTo manage the development of innovative product solutions for all identified segments and ensure that existing products and solutions are effectively delivered and provide organisation and client valueTo manage and facilitate the product development process from concept through to product launch, maintaining a focus on identifying and meeting...
-
Fiduciary Portfolio Oversight Analyst
2 weeks ago
Johannesburg, Gauteng, South Africa Rmbwestport Full timeFiduciary Portfolio Oversight Analyst page is loaded Fiduciary Portfolio Oversight Analyst Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R8856 Job DescriptionTo perform the day-to-day oversight of the administration and conduct of the collective investment scheme to ensure the safekeeping of the unit holders...
-
Banking Advisor
2 weeks ago
Johannesburg, Gauteng, South Africa Rmb Full timeJob DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Act...
-
Portfolio Manager
2 weeks ago
Johannesburg, South Africa FirstRand Full timeJob Description To participate in and support deal origination and structuring, implementation and client engagement processes in the allocated sector product to enable improved profitability, market share and competitive positioning - Build and maintain professional working relationships with all stakeholders displaying excellent abilities to initiate...
-
Business Technology Head
2 weeks ago
Johannesburg, Gauteng, South Africa Rmb Full timeAshburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. In the institutional space in South Africa as well as our Global business, we pride ourselves on offering solutions to address clients' holistic balance sheet needs, and to support business strategies in the...
-
Transaction Manager
3 days ago
Johannesburg, South Africa FirstRand Full timeJob Description Perform fund administration responsibilities noted above for all clients, add value to the team by sharing technical expertise in fund accounting, collaborate as one unit within Investment Operations and provide best of breed service to all clients, internal and external. - Set-up of new segregated portfolios with the Administrator. -...
-
Transactional Sales Manager
4 weeks ago
Johannesburg, South Africa FirstRand Full timeJob Description To identify, initiate and execute transactional sales origination, cross-sell and client engagement in the RMB Corporate Transactional Banking business unit to achieve transaction banking financial goals and secure primary banker status with clients in the C& I segment - Participate in planned activities that are appropriate for own...
-
Portfolio Manager
2 weeks ago
Johannesburg, Gauteng, South Africa FirstRand Full timeJob DescriptionTo participate in and support deal origination and structuring, implementation and client engagement processes in the allocated sector product to enable improved profitability, market share and competitive positioning Build and maintain professional working relationships with all stakeholders displaying excellent abilities to initiate dialogue...
-
Private Banking Analyst Private Wealth
2 weeks ago
Johannesburg, Gauteng, South Africa Rmb Full timePrivate Banking Analyst Private Wealth page is loaded Private Banking Analyst Private Wealth Apply locations Johannesburg time type Full time posted on Posted Yesterday job requisition id R14174 Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and...
-
Executive Assistant
3 weeks ago
Johannesburg, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: **purpose**: - In partnership with the relevant executive and leadership teams in the RMB Broader Africa and International, drive the growth of the business by assisting to shape and deliver on strategy, project manage various strategic activities, and ensure delivery of the portfolio’s key...
-
Transaction Manager
4 weeks ago
Johannesburg, South Africa Adcorp Holdings Full timeOur client is one of the biggest leading banks in SA is looking for a Transaction Manager to co-ordinate the end-to-end deal life cycle of the syndicate Investment Banking originated products as well as any third party. **Qualification and Experience** - Undergraduate degree in Commerce, Business Science or equivalent tertiary education - 3-5 years’...
