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Client Portfolio Executive

Client Portfolio Executive

FNB South AfricaMbombela, Mpumalanga, South Africa
30+ days ago
Job description

Overview

Join to apply for the Client Portfolio Executive role at FNB South Africa .

To strategically and operationally manage and grow a portfolio of high revenue generating business clients.

Hello Future Client Portfolio Executive (Agriculture) , 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. This role is part of our talent team, offering a diverse and adaptable environment focused on curiosity and change.

Responsibilities

  • Portfolio is 100% Agric
  • Oversee all activities performed by team representatives serving a client segment of 150 million plus
  • Achieve net profit growth for the business
  • Drive an increase in average balance of a 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
  • Maintain expert knowledge on products, pricing, application procedures, processing and timelines to drive and achieve sales targets
  • Analyze and understand complex client needs and provide appropriate solutions through deal structuring
  • Manage sales lead pipeline and enter all qualified leads into the pipeline
  • Translate strategies into actionable goals and execute relevant projects / initiatives with performance measures
  • Ensure compliance with systems and procedures as laid out by FNB
  • Adhere to relevant statutory, legislative, policy and governance requirements in the area of accountability
  • Initiate, prepare and present credit proposals to the credit committee to secure facilities within policy
  • Accumulate information to review work progress for reporting, decision making and improvement opportunities

You Will Be An Ideal Candidate If You

  • Business Banking Degree (Financial)
  • Agric related qualification will be an advantage
  • Must have RE5 and recognized qualification by Financial Sector Conduct Authority
  • 3-5 years banking experience and judgmental credit, Agric 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

    • Are you interested to take the step? We look forward to engaging with you further. Apply now!

    Job Details

  • Seniority level : Mid-Senior level
  • Employment type : Full-time
  • Job function : Business Development and Sales
  • Industries : Banking

    • 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. Candidates can disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.

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    Portfolio • Mbombela, Mpumalanga, South Africa