Investment Officer /Account Manager

Job Purpose:
The Investment Officer/Accounts Manager will be responsible for proactive marketing, Sourcing and Management of Investments including client relationship management.
The successful candidate’s responsibilities will be to:
• Identify opportunities and proactively market and pursue new investment opportunities within the sector of responsibility.
• Network with key role players in each sector.
• Present product offerings to various stakeholders.
• Negotiate and conclude business deals in line with divisional targets.
• Develop and maintain client relationships.
• Ensure process standards are adhered to for concluding investment approval.
• Follow up and advise clients on progress of investment application.
• Assist the Due Diligence team and Financial Analysts in sourcing data or information.
• Utilise the analysed findings to prepare and submit the executive summary to the Credit Committee.
• Manage the disbursement process and ensure the related standards are adhered to.
• Manage and resolve conflict issues.
• Ensure all procedures and processes comply with the required legislation and/or corporate policies.
Job Requirements:

The following minimum requirements should be met in order to be considered:
• Bachelor’s Degree in Accounting / Finance / Agricultural Economics.
• Three (3) years’ experience in an SMME financing environment.
• Three (3) years’ proven experience in deal making.
Requisite Functional Competencies
• Advanced knowledge of SMME financing products and application of financing instruments.
• Detailed understanding of SMME market environment.
• Strong customer acquisition, retention and relationship management skills.
• Strong planning, organisational and negotiation skills.
• High focus on results and customer satisfaction.
• Ability to prioritise tasks and drive performance.
• Entrepreneurial and commercial skills.
• Knowledge of relevant legislation e.g. Banks Act, FAIS, FICA, NCA, PFMA etc.
• Exceptional oral and written communication skills.
• Knowledge and experience in Microsoft Office packages.
• Must hold a valid driver’s license and own a reliable and roadworthy vehicle.
• Must be persuasive, assertive and flexible.
• Team and results focused.
• Customer service orientated.