Microsoft Excel
I am a diligent and results-oriented individual who thrives on achieving objectives and surpassing goals. Proactive by nature, I actively seek out opportunities to make a positive impact and influence outcomes. My approach involves taking decisive and well-calculated actions, ensuring timely progress towards established goals.
Even in high-pressure situations, I maintain a stable performance and effectively manage stress, demonstrating resilience that aligns with both personal and organizational expectations. Upholding strong ethical principles is integral to my professional conduct, fostering trust and confidence in my interactions with others. This commitment to ethical integrity extends to maintaining high standards of excellence, driving me to consistently deliver exceptional results and follow through on commitments."
This version retains the essence of your original statement while refining the language to convey your qualities more effectively.
· Team Management
· Client Management
· Reporting
· Relationship Management
Team Management
· Manage a team of Relationship Consultants
· Engage the team to ensure they understand the strategy and objectives of the bank
· Build a capacity model to ensure that the team is equipped to manage the application volumes
· Ongoing coaching and development of the team
· Ensure ongoing training and development of the team and ensure the required skills levels are maintained
· Ongoing motivation of the team to ensure a positive mindset and customer-focused attitude remains throughout
· Identifying and address any people issues, and being a pillar of support for the team members
· Recruitment of quality equity candidates, in line with group transformation objectives
· Build performance KPI’s aligned to Bank KPI’s and ensure contracting is concluded as well as monthly performance consultations and accordingly manage poor performance
· Ensure that the team stay abreast with the knowledge of various service, product, and promotional advancements across the group
Client Management
· Interact proactively with clients to build relationships by advising them on Sasfin Banks product and service proposition
· Lead periodic client reviews to identify potential areas for growth and additional projects/ revenue
· Support post-sales transition and account for renewal opportunities
· Develop, maintain, and own client relationships to drive revenue growth, achieve the company’s strategic objectives, and maximize client satisfaction
· Promote the Sasfin brand through always acting in the best interest of Sasfin
· Ensure compliance to policies, legislation and regulation
· Maintain knowledge on Sasfin Banks Digital banking platform, approved products, application procedure and processing of client requirements
· Drive the team and clients to fully utilize the digital banking platforms made available to clients
· Ensure the effective resolution of client queries in order to ensure client satisfaction and retention
· Own and manage your portfolio of clients
· Understand the impact of attitude in handling clients interactions professionally due to a specialized and high touch customer base
· Advise on and provide support to ensure the effective resolution of customer queries in order to ensure customer satisfaction and retention.
· Engage with clients to understand their unique requirements, drive value optimizations and advise on best options for product integration
· Administration of client portfolios, ensuring FICA compliance of new and existing clients (reviews) and other related queries
· Obtaining credit bureau reports and bank code information
· All credit checks (vetting), Bank codes, ITC’s etc.’ in line with all Regulatory and Group requirements.
· Preparation client facility letters and security documentation
· Preparing, managing and updating client facility letters in line with credit approvals
· Preparing, managing and reporting of / on all security documentation
· Managing security register
· Preparation of account closure letters to be sent to client/s where applicable
· Interaction with the Internal account executives, and intermediaries as to outstanding/additional documentation required as well as updating and informing the same of outcomes
· Advise on and provide support to ensure the effective resolution of client queries in order to ensure client satisfaction and retention
· Manage and maintain the clients complaints register in line with regulatory requirements
· Continuously evaluate and provide alternative solutions/improvements in process/procedures with an aim to improve the client experience
Relationship Management
· Build effective relationships with other teams and departments
· Interaction with intermediaries/brokers as to outstanding/additional documentation required as well as updating and informing the same of outcomes
· Work closely with all stakeholders across the Bank
Reporting
· Daily\weekly\monthly reporting :
· Client interactions
· Review outcomes
· Violations
· Queries received
· Provide reasons for out SLA resolution
· Data extraction for management analysis
· Trends and insight reporting
2003 I was appointed at ROMOX (PTY) LTD. A manufacturing Company (Manufacturing of Interior pine doors for overseas market). The positions were as follows:
I was promoted to a Relationship Manager- Small Business Services (previously known as the Portfolio Manager) which my performance rating was 3.8 & in 2015 I received a top performer award which my performance score came out 2ndin the Gauteng Central Region.
RESPONSIBILITIES WERE:
Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.). Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
Deliver banking solutions that meet client needs through understanding of client's business and needs through relationship management. Demonstrate an understanding of risk parameters by managing client relationships according to credit principles Improve results by tracking and analysing financial reports against agreed measures.
Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned. Ensure all personal development plan activities are completed within specified timeframe.
Understand client’s business and needs through proactive client relationship management according to portfolio mandate. Build relationships with internal stakeholders through communication and networking as determined by client needs. Collaborate with third parties by engaging with them as guided by requirements of solutions delivered to clients.
Good communication skills
Microsoft Excel
Financial Analysis Software
Accounting Software
Financial Modeling Tools
Database Management
Risk Management Software
Business Intelligence (BI) Tools
Financial Reporting Tools
Portfolio Management Software
BRMP - Business Relationship Management Professional