Portfolio Manager - KZN

SUMMARY:
Our client if looking for a Portfolio Manager who worked with SME's

POSITION INFO:
Responsibilities:
- The core responsibility of the position is to play a pivotal role in driving business growth, maximizing profitability, and fostering
strong client relationships through effective new business development, rigorous financial analysis, and strategic cross-selling
efforts. We approach every day with a – client focus.
- Identify and pursue new business opportunities within specific sector (Agriculture, Transport, Technology, Renewable Energy,
Yellow Metal, etc.)
- Develop and maintain a robust pipeline of potential clients (and/ or suppliers where applicable) and deals.
- Analyse market trends to capitalise on emerging opportunities.
- Conduct thorough assessments of client needs and propose tailored financial solutions.
- Collaborate with internal teams to structure deals that meet both client requirements and company objectives.
- Negotiate terms and conditions with clients to ensure mutually beneficial agreements.
- Evaluate the financial viability of proposed deals and assess their potential impact on overall profitability.
- Ensure timely and efficient execution of new business transactions from initiation to closure.
- Develop strong relationships with existing clients to uncover additional business needs and promote complementary products
or services from within the Merchant West Group (Lending & Advisory products).
- Measure quality of leads provide to other business units within the Merchant West Group of companies. Quality rather that a
quantity approach required.
Qualifications & Requirements:
- BCom degree with Finance and/or Mathematics, Accounting as a subject(s)
- 5+ years’ experience in a sales position with a Financial Background/ Solution selling
- Ability to understand and analyse financial statements.
- Driver’s License (Code 08)
- Clean Credit Record
- Familiar with National Credit Act