Siphokazi N.

• Retains the Enterprise Portfolio segment relationships by providing financial and customer service support to business clients with an annual turnover of R5 million – R20 million • Administers effective relationship management aimed at optimising customer profitability and value to the organisation. • Advises clients to select the suitable business product resulting in the sales target being met. • Delegates tasks amongst the different stakeholders and support team in order to obtain profitable results. • Reinforces the implementation of the Financial Intelligence Centre Act (FICA) to ensure adherence to record keeping requirements. • Participates in Salesforce conversations and maximise conversion rate to add client value and achieve revenue objectives. • Completes the EDD (Enhanced Due Diligence) process and where relevant exit the client relationship. • Informs clients regarding the parameters and routine procedures governing standard Enterprise Portfolio Banking product and self-service channel offerings, to ensure the correct client behaviour and product usage.

• Served as second face office bound point for a portfolio of business relationships and clients with an annual turnover of R10million to R20million. • Streamlined communication between clients and stakeholders to ensure client satisfaction and efficient internal operations. • Monitored daily excesses and authority sought requests to ensure that client facilities are managed within the parameters set by the credit team. • Reviewed client portfolio data and identified business opportunities for growth. • Conducted annual reviews for credit facilities of existing clients to grant them access to their products for an extended period.

• Cross-collaborated with the Business Banking, Personal Banking, Shari’ah Banking and Credit teams meeting business objectives. • Organised pricing data for Shari’ah banking to evaluate business opportunities in the market against competitions. • Participated in the annual business review meetings with the group stakeholders, structuring wats that the different ecosystems can collaborate to grow the market share. • Led a team of graduates to finalise the vehicle asset finance case study and launched new ways of expanding the product across different market segments.