Client Portfolio Analyst (Business Banking)
Client Portfolio Analyst (Business Banking)
  • Johannesburg, South Africa
  • November 23, 2020

An accomplished, versatile and results-driven professional with a proven track record in sales and creating marketing strategies to increase revenue in the middle to high income market, ultimately benefiting the company's bottom line.

A dynamic individual (Speaker, Poet, Author), with an avid interest in consumer insights and brand strategy. Currently honing my skills in digital strategy e.g. customer relationship management in order to add value to strategic decision-making in the fintech industry.

Having taken on business development/sales roles in the past - applying my interpersonal, analytical and project management skills, I plan to use market research, digital solutions and organizational strategy to draw insights on overall business growth and sustainability.

Category
E-mail
Phone Number
0812074972
Latest Qualification
PGD Marketing Management

Education

PGD Marketing Management @ IMM Graduate School of Marketing
Apr 2019 — Apr 2020

Completed course in 2014 with one distinction and 71% overall average.
(kindly note course took place from Jan - Nov 2014)

B Comm (Economics) @ University of Cape Town
Feb 2002 — Nov 2007

Completed qualification successfully and graduated in 2007

Experience

Client Portfolio Analyst @ FNB Business
Oct 2019 — Current

 Responsible in assessing a company’s credit appetite through needs analysis (pre-screening) in order to offer tailored credit and investment solutions to a business portfolio in the R60 – R150m segment.
 Offering lending products ranging from Structured Finance, Asset-based, Commercial Property and Working Capital-based Finance.
 Building mutually beneficial relationships with clients to maximise revenue, deposits and advances etc. for the portfolio.
 Structuring complex deals and presenting to Credit Committee in view of financing a company's' credit requirements

Private Banker Analyst @ FNB Private Clients
Mar 2018 — Sep 2019

 To assist in proactively managing a portfolio of FNB Private Clients with a team of Private Bankers through provision of analysis, research and sales
 Service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management
 Sourcing new-to-bank high net worth clients for the segment
 Offering money-management solutions for wealth creation
 Selling FNB value proposition covering full banking spectrum i.e. Save, Invest, Borrow and Insure.

Business Development Executive @ Contribution Compass
Jun 2017 — Feb 2018

 Tasked to grow the Contribution Compass client base in Gauteng and beyond through proactive sales activities, marketing analysis, and client presentations.
 Collated, managed and reported on daily / weekly / monthly operational progress via the CRM system to ensure alignment to the organisation’s strategic objectives. Managed sales performance and marketing activities to grow client base.
 Human potential specialist, assisting individuals in aligning their "natural energy" to their respective roles to leverage more value for themselves and for the organisations in which they work.

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