The main focus of this role is to build and maintain professional business relationships across a portfolio of 250 clients of high value by driving challenging sales and income targets, proactively acquiring new clients, sollutioning existing clients with cross sell, campaigns and product utilisation and proactively managing and improving customer satisfaction and risk and compliance<\/p>\n
RESPONSIBILITIES<\/strong> COMPETENCIES<\/strong> MINIMUM REQUIREMENTS<\/strong> PREFERRED REQUIREMENTS<\/strong> GENERAL<\/strong>
\nDrive income and sales targets by cross selling, upselling and acquiring new clients
\nEnsure dedicated relationships are maintained and grown
\nCreate and maintain an annual client interaction management plan
\nEnsure the long term sustainability of the portfolio by establishing relationships
\nMake use of the client planning and solutioning tools for the top 30% of the portfolio
\nAchieve new business and up-selling sales targets
\nAchieve customer satisfaction targets
\nDevelop an understanding of regional market trends and business lifecycle challenges
\nTrack and monitor the financial performance of the portfolio
\nApply risk-based pricing for all new sales and pricing reviews
\nPosition Enterprise Banking in a dynamic and highly competitive market place
\nDrive aquisition initiatives through pro-active re-engagement processess
\nConduct regular client visits and initiate changes to ABB Product
\nEducate the customers on the new operating model and value proposition
\nMake use of middle and back-office support networks
\nMaintain ownership for servicing the client on operational matters
\nTake ownership of client complaints
\nCommunicate and implement actions to improve service following client feedback
\nStay abreast of new industry developments and clients’ market position
\nUnderstand and apply the relevant governance and compliance procedures
\nMaintain customer records and accurate completion of applications and paperwork
\nManage the Not Fit For Processing listings for the KAMLS
\nManage dormant accounts<\/p>\n
\nDeciding and initiating action
\nWorking with people
\nRelating and networking
\nPersuading and influencing
\nPresenting and communicating information
\nAnalysing
\nCreating and innovating
\nDelivering results and meeting customer expectations<\/p>\n
\nB Degree in Commerce or Marketing or Finance or equivalent NQF level 6 qualification
\nFive (5) years sales and relationship banking experience within a Commercial Banking environment
\nNQF level 5 FAIS qualification with 60 Credits
\nThree (3) years FAIS experience
\nProficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
\nNo criminal record<\/p>\n
\nPost graduate qualification in Commerce or Marketing or Finance
\nSeven (7) years sales and relationship banking experience within a Commercial Banking environment
\nPreference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status<\/p>\n
\nThe appointment will be made in line with the Divisional Employment Equity strategy
\nThe ideal candidate will have the following competencies:
\nAbility
\nensure dedicated relationships are maintained and grown
\ndrive income and sales targets by cross selling, upselling and acquiring new clients
\nmake use of the client planning and solutioning tools for the top 30% of the portfolio
\nensure the long term sustainability of the portfolio
\neducate the customers on the new operating model and value proposition
\nposition Enterprise Banking in a dynamic and highly competitive market place<\/p>\n