Coverage Sector Lead - First National Bank

First National Bank is searching for a suitably qualified candidate as Coverage Sector Lead.

purpose

Provide the organization with deep client, sector and market insights in key sectors. Originate business and identify opportunities to cross-sell for RMB and the broader First Rand Group in line with shareholders’ strategic objectives. Manage a portfolio of Corporate clients within the designated sector.

responsibilities

• Set targets for the portfolio in line with product pricing.
• Plan strategic objective for the portfolio.
• Manage opportunity tracking tool.
• Communicate client interactions and feedback to stakeholders with regards to client developments.
• Initiate client scoping sessions to gain client insights.
• Initiate brainstorming sessions to identify opportunities across the group and manage action items thereof.
• Create innovative solutions for specific product areas.

• Interrogate and manage MIS data to minimize revenue leakage on a continuous basis.
• Proactively manage credit facilities to ensure adequate limits are in place.
• Manage working capital on behalf of clients.
• Source new business in adherence with coverage disciplines i.e. sales campaigns, liabilities, cash,CAPS, Opportunity Tracker.
• Make cold calls in order to originate business to grow the portfolio.
• Manage escalated unresolved client issues.
• Manage complex relationships within support areas to ensure best outcome for both the client and the bank.
• Build and maintain strong working relationships with all stakeholders, displaying excellent abilities to initiate dialogue and listen, advise, influence, negotiate.
• Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ needs are met.
• Ensure client expectations are met or exceeded.
• Use influence and negotiation to achieve win-win outcomes.
• Proactively communicate and share information and encourage discussion and debate (share successes and highlight challenges).

experience and qualifications

• Minimum qualification : Bachelors Degree preferably in Business.
• Minimum years of relevant experience : 7 – 10 years in a similar role and relevant industry.