Job Purpose
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.
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.
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 & 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 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.
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.
People Specification
Essential Qualifications - NQF Level
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 at +27 860 555 566
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