Experience

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  Nedbank

  Jan 2008 - Feb 2015

  Job Objectives:1) NEW INVESTMENT CLIENTS AND REVENUE GENERATIONGrow Nedbank’s short term investments market share and footprint in the region through acquisition of profitable and sustainable new investment and corporate saver clients/agents- Effectively market the investment product range and Cross sell.- Network and build purposeful business relationships2) FORMULATION OF ALIGNED PORTFOLIO AND CLIENT STRATEGIES- Develop and manage sales strategies relating to investment management and corporate saver for portfolio in alignment with business unit and regional sales/profitability targets- Implement sales strategies and operational plans3) OPTIMISED BUSINESS FROM EXISTING INVESTMENT CLIENTS- Manage relationships with existing agents and clients to ensure optimal income streams and profitability uplift from existing clients/agents- Analyse existing balances funding book of portfolio to determine where clients should be retained for mutual benefit. Develop client strategies in accordance and ensure optimal business pricing and margin management i.e. maximized income generation4) INVESTMENT AND PRODUCT ADVICE- Act as investment advisor to existing and potential clients. In so doing ensure all FAIS requirements are met- Analyse clients investment needs and present to clients5) SERVICE DELIVERY AND CLIENT QUERY RESOLUTION- Provide and maintain excellent service to investment clients and corporate saver agents - Respond to queries/needs in prompt and appropriate manner6) ADMINISTRATION, REPORTING AND COMPLIANCE MANAGEMENT- Compile and submit operational activity and expense reports such as journey cycle plans, activity reports, mileage claim reports, call reports, coverage models, engagement models, cell claim reports and entertainment claim reports.7) ALIGNMENT AND ENGAGEMENT WITH INTERNAL STAKEHOLDERS- Act as central point of coordination between treasury managers/direct dealers and business bankers Show less - Identify and obtain required knowledge, tools and systems equipping self to provide trusted financial advice and build trusting relationships.- Improve customer service experience by responding to issues raised through customer feedback and displaying desired behaviours accordingly.- Provide world class service to internal and external clients by engaging, listening, understanding the client's needs, delivering on requirements within process and procedures; and providing feedback to clients to meet their needs.- Identify and apply different sales techniques for each client, based on the clients segment, demographics, etc. to ensure effective client engagement.- Engage client to gather information in order to identify the product or services needed or preferred by client.- Educate and recommend appropriate products / services to clients to assist them in making an informed decision.- Identify appropriate Nedbank products / services available to meet client needs.- Participate in Nedbank Culture building initiatives (e.g. Surveys) contributing to a culture conducive to the achievement of transformation goals.- Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).- Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to Nedbank.- Act as a Brand ambassador by displaying appropriate behaviour and Nedbank values.- Ensure self is competent in terms of role expectations and requirements as well as compliance requirements, to meet performance objectives.- Create and manage own career through guidance and support of manager, department and colleagues- Create a High performance culture by encouraging team work and motivating colleagues to achieve more effective results. Show less

  • Portfolio Manager

    Jan 2010 - Feb 2015

  • Banker

    Jan 2008 - Dec 2009
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  Absa group

  May 2015 - now

  Key Accountabilities1) Accountability: Sales and manage credit interest pricing of current accounts and new product developed for indirect dealing (50%)- Maximize the Bank's earnings through the sales of Indirect (Current Accounts) product solutions - Proactively target, establish, develop and implement sales in accordance with the sales plan, working alongside the Relationship Management Team and other Liquidity and Cash Management product functions- Proactively build a network that will facilitate the generation of new leads- Proactively research and create target lists for the new business in conjunction with the Relationship and other Cash Sales teams- Ensure that all follow up activity such call reports; letters, RFP's etc, are attended to in a timely manner and to an exceptionally high standard2) Accountability: Product development support (25%)- Identify clients Liquidity needs and feeding information back to Product Development team to be sufficient in meeting client's expectations- High awareness of our competitors' product capabilities' and the maximum effect to market our products3) Accountability: Tailor-made solutions to clients overall liquidity management (25%)- Delivering sophisticated Liquidity Management solutions to the customer base adding value to all interactions and spotting and closing wider opportunities across our broader liquidity product se Knowledge and skills1) Liquidity products2) Sales3) Technical skills4) Solid judgement skills5) Understanding of Risk and Return6) Strong written and verbal communication skills in the language business conducted inCompetencies1) Deciding and initiating action2) Learning and researching3) Entrepreneurial and commercial thinking4) Relating and networking5) Persuading and influencing6) Delivering results and meeting client expectations Show less

  • Regional Manager

    Sept 2021 - now

  • Investment Manager

    May 2015 - Sept 2021