Client Portfolio Executive (Talent Pool)

Get AI-powered advice on this job and more exclusive features.

Job Description

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

About The Role

As 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) and join FNB, a bank that delivers innovative products and services.

Are You Someone Who Can

• Oversee all activities performed by team representatives serving a client segment of 60 to 150 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
• Maintain 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

You Will Be An Ideal Candidate If You

You Will Have Access To

We Can Be a Match If You Are

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

Job Details

Applications will not be accepted on 01 / 11 / 25 and onwards. Kindly submit applications ahead of the closing date indicated. 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 required by law to disclose it to other parties.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Business Development and Sales

Industries

Banking

#J-18808-Ljbffr