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Formulates and implements investment plans requiring exposure to different investment products in all areas.
experience and qualifications
Minimum Qualification : Relevant Degree
Preferred Qualification : Certified Financial Advisor or CA
Experience : 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level
Additional information and responsibilities
Managing a portfolio of clients together with Client administrator/DM/Auditor/Product Specialist.
Ensure client downloads are processed in the required TAT. Daily reporting of Team statistics iro.
Downloads, recon + differences, exceptions. Clearing of funds, reversal of fees, setting limits on Hogan.
Attending and resolving general client queries, including interest calculations.
Net interest income growth for the year per budget by preparing and processing of Interest rate proposals to segments in the group.
Budget analysis, forecast and preparation of budget for New Investment opportunities.
Drive an increase in average balance of specific portfolio of liabilities as defined in the Financial Performance Report of the Business.
Establish, align and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
Develop and implement differentiated service models for client segments.
Build and maintain strategic relationships with internal and external parties to support the sales strategy.
Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders.
Negotiate with third parties (both internal and external) regarding the components of the value proposition that need to be delivered. This includes various product areas and delivery channels.
Provide sales support efficiencies and services in order to ensure retention of clients by ensuring the timely renewal of all existing investment and negotiating special rates for clients.
Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
Increase Investment Products and services to existing commercial customers.
Define a Sales portfolio growth strategy in line with predetermined growth targets, which are determined on an annual basis through conducting competitor analysis and innovating new value propositions by developing sales initiatives which align with the various segment strategies.
Monitor changes in legislation, regulations, initiatives and relevant industry practices. Ensure drafting and implementation of appropriate interventions. Ensure compliance with audit requirements.
Formulate and implements investment plans requiring exposure to different investment products in all areas.
Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
Manage pricing exceptions, install a pricing discipline and up-skill the frontline on pricing methodology.
Develop new business and identify new revenue opportunities and increased productivity opportunities.
Monitor and record key industry trends that can impact on the current and future product offering.
Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
Manage own development to increase own competencies.
Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies.