FNB South AfricaClient Portfolio Executive
Jan. 2021 - Apr. 2023Vereeniging, Gauteng, South Africa• Track, control, and influence sales activities with the specific aim to increase sales efficiencies of the team.
• Achieve net profit growth for the business.
• Drive an increase in average balance of specific portfolio of liabilities.
• Manage and grow existing clients and grow portfolio through pro-active portfolio management.
• Maintain and grow existing clients and grow portfolio through pro-active portfolio management.
• Maintain and build relationship for purposes of expectation management, knowledge sharing and integration.
• Continuously monitor actual process turnaround times and quality standards and resolve issues speedily to enhance effective client service delivery.
• Maximize business portfolio, cross sell opportunities, and strengthen client relationships.
• Manage the growth of active customer account base to increase client base.
• Analyze and understand complex client needs and provide appropriate solutions through deal structuring. • Initiate, prepare and present credit proposal to the relevant credit committee to secure credit facilities for clients within the credit policy.