Job Description

• To provide subject matter expertise to clients on all the functionality within online banking platform.Â
• To manage portfolios and ensure digital profile through registration, training and onboarding of new to bank or existing to bank clients.Â
• To optimise client usage by growing the digital vertical sales index (VSI), increase revenue and volumes.
• Manage portfolio of clients for the segment related to platform requirements.
• Provide ongoing consultation with clients, from a relationship management point of view (client retention).
• Optimise the usage of products (VSI) and increase transaction volumes on all digital channels and achieve revenue targets.
• Onboard new clients onto platform.
• Provide required training to new and existing to bank clients and ensure client is able to utilise all of the functionality within online banking.
• Execute projects and campaigns within agreed scope (e.g. sell/promote simple payments to clients).
• Ensure the correct compliance and legal documents are in place and kept on record within area of responsibility.
• Ensure continuous update of client information on relevant systems.
• Extract and analyse relevant reports to manage portfolio.
• Ensure continuous improvement and enhancements to products and processes.
• Prepare and present product presentations to clients as and when required.
• Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in.
• Engage in cross-functional relationships to obtain and to provide work support.
• Apply a client-centric approach that focuses on creating a positive experience for the client by maximizing service and/or product offerings and building relationships.
• Ensure full understanding of client needs to deliver a quality service.
• Ensure client service solutions are aligned to the business operational plan, Organisational values and service standards.
• Communicate how client service solution will be implemented and secures buy-in.
• Ensure product knowledge and advice is technically accurate and provide clients with relevant information to keep them informed of products and service options.
• Ensure resolution of client queries and complaints timeously and ownership of issues.
• Analyse client feedback to help improve client service
• Propose ideas to improve client service.
• Participate in planned activities that are appropriate for own development.

Education and Experience

• Degree/BTech in Engineering
• 5+ Years of experience in the field (Platform)
• Financial Industry exposure is an advantage