Portfolio Manager

Recruiter:

HR Genie

Job Ref:

Portfolio Manager

Date posted:

Thursday, August 8, 2024

Location:

Durban, South Africa

Salary:

Market related

SUMMARY:
Our client is seeking a Portfolio Manager to join their team.

POSITION INFO:

Our client is seeking a Portfolio Manager to join their team.

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.
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 company.
Measure quality of leads provide to other business units within the company.

Skills:

Ability to understand and analyse financial statements.

Qualifications:

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.
Driver’s License (Code 08).
Clean Credit Record.
Familiar with National Credit Act

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