About this role
Job Purpose
To 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
Financial:
- 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.
Customer:
- 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.
Client value proposition:
- 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.
Stakeholder Management:
- Collaborate with stakeholders for commercialisation, compliance, people, technology, support, operationalisation, 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.
Sector:
- 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.
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Risk, Internal Audit & Compliance:
- 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.
People:
- 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
Essential Qualifications - NQF Level
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
Relevant Honours, CA(SA), CFA
Minimum Experience Level
3-5 years relevant sector / industry experience (Financial Services or other)
Technical / Professional Knowledge
- Digital culture
- Technical product knowledge
- Strategic planning
- Budgeting
- Change management
- Principles of project management
- Leadership skills
- Risk Management
- Performance management
- Business Principles
Behavioural Competencies
- Customer Focus
- Driving Innovation
- Decision Making
- Hyper Collaboration
- Strategic Influence
- Leadership Disposition
- Create a Customer-Focused Culture
- Drive Cross-Functional Partnerships
- Drive a High-Performance Culture
- Create alignment and accountability
Employment Equity Statement
Preference will be given to individuals from underrepresented groups.
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Please contact the Nedbank Recruiting Team at +27 860 555 566