Client Portfolio Executive C

1 week ago

Umhlanga, South Africa FirstRand Full time

About us, purpose, experience and qualifications

**about us**:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

**purpose**:
Responsible for the oversight of all activities performed by team representatives serving a client segment of 150 million plus.

**experience and qualifications**:

- Minimum Qualification : Relevant Degree.
- Experience : 3 - 4 Years judgmental credit experience.
- Person must not be an unrehabilitated insolvent.
- **additional requirements**:
**responsibilities**:

- 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 FNB.
- 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.

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