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Portfolio Manager

2 months ago

Cape Town, Western Cape, South Africa HR Genie Full time
About the Role

**Job Title:** Portfolio Manager

**Company:** HR Genie

We are seeking a highly skilled Portfolio Manager to join our team at HR Genie. As a Portfolio Manager, you will play a pivotal role in driving business growth, maximizing profitability, and fostering strong client relationships through effective new business development, rigorous financial analysis, and strategic cross-selling efforts.

Key Responsibilities
  • **Business Growth:** Develop and implement strategies to drive business growth, increase revenue, and enhance profitability.
  • **New Business Development:** Identify and pursue new business opportunities within the Agriculture sector, leveraging your expertise and network to secure new clients and partnerships.
  • **Client Pipeline Management:** Develop and maintain a robust pipeline of potential clients and deals, ensuring a steady flow of new business opportunities.
  • **Market Analysis:** Conduct thorough market analysis to capitalize on emerging trends and opportunities, staying ahead of the competition.
  • **Client Assessments:** Conduct thorough assessments of client needs and propose tailored financial solutions, ensuring that clients receive the best possible service.
  • **Internal Collaboration:** Collaborate with internal teams to structure deals that meet both client requirements and company objectives, ensuring seamless execution.
  • **Negotiation:** Negotiate terms and conditions with clients to ensure mutually beneficial agreements, leveraging your expertise and negotiation skills.
  • **Financial Viability:** Evaluate the financial viability of proposed deals and assess their potential impact on overall profitability, making informed decisions.
  • **Transaction Execution:** Ensure timely and efficient execution of new business transactions from initiation to closure, meeting deadlines and delivering results.
  • **Client Relationship Management:** Develop strong relationships with existing clients to uncover additional business needs and promote complementary products or services from within the group.
  • **Lead Quality Measurement:** Measure the quality of leads provided to other business units within the company, prioritizing quality over quantity.
Requirements
  • **Strong Financial Analysis and Assessment Capabilities:** Proven ability to analyze financial data, identify trends, and make informed decisions.
  • **Excellent Negotiation and Communication Skills:** Ability to negotiate effectively, communicate complex ideas, and build strong relationships with clients and stakeholders.
  • **Ability to Build and Maintain Robust Client Relationships:** Proven track record of building and maintaining strong client relationships, driving repeat business and referrals.
  • **Strategic Thinking and Market Analysis Proficiency:** Ability to analyze market trends, identify opportunities, and develop strategies to capitalize on them.
  • **Ability to Collaborate Effectively with Internal Teams:** Proven ability to work collaboratively with internal teams, leveraging expertise and resources to achieve common goals.
  • **Proficiency in Understanding and Selling Financial Solutions:** Ability to understand and sell financial solutions tailored to client needs, driving revenue growth and profitability.
  • **2-6 Years Experience in a Sales Position with a Financial Background/Solution Selling:** Proven experience in sales, with a strong financial background and solution selling skills.
  • **Ability to Understand and Analyze Financial Statements:** Ability to analyze financial statements, identify trends, and make informed decisions.
  • **Driver's License (Code 08):** Valid driver's license, with a clean driving record.
  • **Clean Credit Record:** Clean credit record, with a strong credit history.
  • **Familiarity with the National Credit Act:** Familiarity with the National Credit Act, with a strong understanding of its implications and requirements.

**Qualifications:** BCom degree with Finance and/or Mathematics, Accounting as a subject(s), with a strong academic record and relevant work experience.