Associate: TS Sales needed at Nedbank

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)