Portfolio Manager - Kzn

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 sectors (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 provided to other business units within the Merchant West Group of companies. Quality rather than 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.Drivers License (Code 08).Clean Credit Record.Familiar with National Credit Act.
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