Associate: TS Sales

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.

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

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.