Required Qualification

An appropriate recognized business degree at NQF level 6 .

Professional Registrations 0



Experience

4 years Financial Industry experience MINIMUM ROLE OUTPUTS

Perspective: Finance

Generic (an output or deliverable)



DESCRIPTION

Increase Net Profit

Achievement of net profit growth for business

Budget Control

Establish, align and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency



Perspective: Client Services

Generic (an output or deliverable)

Service Delivery

Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions

Client Relationship Management

Manage existing clients and grow portfolio through making contact and generating leads

Growth of Active Customer Account Base

Manage the growth of active customer Account Base to increase client base

Maximise Business Portfolio cross sell opportunities

Maximise Business Portfolio cross sell opportunities and strengthen client relationships

Achievement of Sales Team Targets

Track, control and influence sales activities with the specific aim to achieve previously determined sales team targets.

Perspective: Process

Generic (an output or deliverable)

DESCRIPTION

Operational Execution

Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress

Corporate Governance Compliance

Comply with governance in terms of legislative and audit requirements

Achievement of Team Sales Efficiencies

Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team

Research - competitor analysis

Research Market positioning and develop and optimise market intelligence, new business management, advances and management reporting

Campaign Management

Plan and execute campaigns successfully and on schedule. Set standards and benchmarks for measuring successful campaign execution.· Monitor costs / benefits per campaign/channel. Maintain operational accountability for all campaign execution.

Sales Reporting

Provide accurate and reliable sales statistics obtained form the Sales members and compile Sales reports and dashboards



Perspective: People

Generic (an output or deliverable)

DESCRIPTION

Personal Development

Manage own development to increase own competencies

People Management

Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve

Efficiencies and increase competencies