Portfolio Manager - KZN

Reference: HC003774-Remez-1Our client if looking for a Portfolio Manager who worked with SME's Duties & Responsibilities 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 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 Merchant West Group (Lending & Advisory products). - Measure quality of leads provide to other business units within the Merchant West Group of companies. Quality rather that 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.- Driver’s License (Code 08)- Clean Credit Record- Familiar with National Credit Act