Client Portfolio Executive

Firstrand Bank India; Pietermaritzburg; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution is seeking a Client Portfolio Executive in Pietermaritzburg. The role involves managing a portfolio of high revenue clients, achieving profit growth, and ensuring compliance with regulations. Candidates should have a Business Banking Degree and relevant banking experience. This is an office-based role with a focus on sales and client relationship management. Opportunities for innovation and collaboration await the successful candidate.

Benefits

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

Qualifications

• 3-5 years commercial banking experience and judgmental credit experience.
• Person must not be an unrehabilitated insolvent.
• Will require a credit record check in accordance with National Credit Act (NCA).

Responsibilities

• Oversee activities performed by team representatives serving clients.
• Achieve net profit growth for the business.
• Maximize Business Portfolio and strengthen client relationships.

Skills

Strong sales and client service experience

Ability to bring in new business and increase acquisition

Strong credit experience and negotiation skills

Build and maintain stakeholder relationships experience

Strong collaboration skills

Exposure to dealing with juristic clients

Portfolio management experience

Education

Business Banking Degree (Financial / Accounting)

RE5 and recognized qualification by Financial Sector Conduct Authority

Job description

Job DescriptionTo strategically and operationally manage and grow a portfolio of high revenue generating business clients.Hello Future Client Portfolio Executive,Thank you for your interest in joining our talent community.

Please note that this advertisement is not for an active vacancy, and as such you will not receive a decline notice or status update immediately.

We are currently gathering applications to build a talent pool for future opportunities.

By submitting your application, you will be considered for similar roles that may become available.

We appreciate your interest and look forward to potentially working with you in the future.About The RoleAs a Client Portfolio Executive, you'll be part of a team of self-motivated, high achieving sales professionals.

The successful candidate will be based in Pietermaritzburg (Office based – 5 days).

Welcome to FNB, the home of the #changeables.

We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.

Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Responsibilities

• Oversee all activities performed by team representatives serving a client segment of 60 to million plus
• 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
• Manage and grow existing clients and grow portfolio through pro-active portfolio management
• Maximise Business Portfolio, cross sell opportunities and strengthen client relationships
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets
• 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
• Initiate, prepare and present credit proposals to the relevant credit committee to secure credit facilities for clients within the credit policy
• Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities

Qualifications

• Business Banking Degree (Financial / Accounting)
• Must have RE5 and recognized qualification by Financial Sector Conduct Authority
• 3-5 years commercial banking experience and judgmental credit experience
• Person must not be an unrehabilitated insolvent
• In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you are:

• Strong sales and client service experience
• Ability to bring in new business and increase acquisition
• Strong credit experience and negotiation skills
• Build and maintain stakeholder relationships experience (any segment)
• Strong collaboration skills
• Exposure to dealing with juristic clients
• Portfolio management experience

Apply Now

Apply now#Post#FNB#LI-SM7Job DetailsTake note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

/ All appointments will be made in line with FirstRand Group's Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

We look forward to engaging with you further.