Associate: TS Sales Specialist

4 days ago

Johannesburg, Gauteng, South Africa Nedbank Full time
Leadership Pipeline: TS Sales Associate

Drive client value creation by supporting principal bankers in a holistic manner through overall client CVP management in line with cluster goals, ensuring effective client engagements and output delivery.

Key Responsibilities:
  • Execute on transactional services P&L by growing the number of clients and increasing market share to achieve 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 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 through a sector specialist sales approach by increasing product penetration and share of wallet.
  • Run analysis to enable understanding of 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 world-class service by ensuring a client-centric culture.
  • Execute on vision with a long-term strategic framework across sector and client while incorporating client value chain management.
  • Deliver solutions that meet and exceed client needs by understanding and evaluating the client's business through problem statement identification and articulation.
  • Ensure alignment and execution of strategic initiatives and projects.
  • Drive excellence in strategy execution by integrating people, processes, management, systems, and measurements.
  • Influence collaboration across TS, cluster, and juristic to achieve the distinctive client-centred strategy.
  • Collaborate with stakeholders for commercialization, compliance, people, technology, support, operationalization, 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.
  • External and internal stakeholder management through effective reporting and communication across Nedbank.
  • 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 non-performing areas.
  • Understand and apply the bank's risk and credit policy and manage client expectations accordingly while ensuring timeous submission of required input for credit evaluation and legal documentation.
  • 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.
  • Accountability of Risk, Internal Audit, and Compliance.
  • Improve personal capability and stay abreast of developments in the field of expertise by identifying training courses and career progression opportunities for self with input from management.
Essential Qualifications:
  • Professional Qualifications/Honour's Degree
Preferred Qualification:

Relevant Honours, CA(SA), CFA

Essential Certifications:
  • CA(SA), CFA
Minimum Experience Level:

3-5 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
Preference will be given to individuals from underrepresented groups

Please contact the Nedbank Recruiting Team

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