Job Mission / Objective
To manage and grow the allocated client portfolio of
business clients by retaining and expanding existing clients and attracting new
clients to the Bank in the medium to small corporate segment.
Impact on Business Results
Figures Affected by the Role (KPIs)
Sales/Financial: achieve set sales and financial revenue
target. Manage and grow the allocated portfolio from within and acquiring new
clients in the chosen target market and segment. Cross sell products/services to
maximize value extraction from the portfolio. Balance portfolio in terms of
advances and deposits.
Service: Ensure personal one touch service to clients through
direct sales support staff in business suite as well as support from the HO
staff in general.
Credit/Risk: Undertake the necessary tasks on a daily basis to
ensure credit risk is contained at acceptable levels in the portfolio. Ensure
high quality credit applications and quality of clients in portfolio
Operational: compliance to all credit, risk and general
operational policies/procedures as well as regulatory compliance.
Personal sales/service action planning
General regulatory and bank policies to be maintained
Manage/develop direct reports where applicable, including
performance management and appraisal