Associate: TS Sales (Cape Town)

Nedbank

Cape Town

On-site

ZAR 950,000 - 1,450,000

Full time

5 hours ago

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Job summary

Nedbank Ltd in Cape Town is seeking a Senior Banking Professional to support principal bankers through holistic client CVP management, aligned with cluster goals, while ensuring effective client engagements and delivery.

You will develop client briefs, grow market share, maintain CRM data accuracy, and deliver world-class service by adopting a client-centric approach across sector initiatives, risk and compliance practices, and cross-functional collaboration.

Qualifications

Minimum 3–5 years relevant sector/industry experience (Financial Services or other).
Essential qualifications include Advanced Diplomas/National 1st Degrees.

Responsibilities

Support principal bankers in CVP management and client engagements.
Grow number of clients and market share by delivering on transactional services P&L.
Deliver on identified product opportunities to grow portfolio and profitability.
Maintain CRM data accuracy and ensure client information reflects current status.
Collaborate with stakeholders to align with strategic initiatives and sector priorities.

Skills

Digital culture

Strategic planning

Budgeting

Change management

Project management

Performance management

Customer focus

Leadership

Cross-functional collaboration

Decision making

Education

Advanced Diplomas/National 1st Degrees

Tools

CRM

Job description

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

Job Responsibilities

Execute on the transactional services P&L by growing number of clients and increasing market share to achieve the 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 the 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.

Customer:

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 though a sector specialist sales approach by increasing product penetration and share of wallet.
Run analysis to enable understand 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 whilst incorporating client value chain management.
Deliver solutions that meet & 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.

Stakeholder Management:

Collaborate with stakeholders for commercialisation, compliance, people, technology, support, operationalisation, 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 & Internal stakeholder management through effective reporting and communication across Nedbank.

Sector:

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.

Job Responsibilities Continue

Risk, Internal Audit & Compliance:

Understand and apply the bank's risk and credit policy and manage client expectations accordingly whilst 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.

People:

Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression opportunities for self with input from management

Essential Qualifications - NQF Level