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Johannesburg

    Associate: TS Sales - Johannesburg, South Africa - Nedbank

    Nedbank background
    Description

    Leadership Pipeline

    Manage Self: Professional

    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


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