Deslene Bourne Email & Phone Number

Somerset West Cape Town

Somerset West Area, South Africa

Cape Town Area, South Africa

(Sabbatical Cover)• Developing and maintaining relationships with product suppliers and clients• Risk review of approved and new product suppliers, to ensure suppliers are compliant• Risk review and credit checks on clients seeking finance approval to buy from our approved suppliers• Oversee the service delivery between the supplier and clients, by completing and tracking deal activity reports• Identify potential revenue opportunities by cross-selling our suppliers value added services and products• Business development, independently quoting on deals below R200K and working with the client on compiling the application packs to secure finance.• Preparing finance legal agreements and executing payments on behalf of the clients to the product suppliers

Stellenbosch

• Responsible for managing a portfolio of high net worth clients • Building and maintaining good relations with the clients, understanding their requirements and aligning it with the Investec internal product offering• Developing the clients knowledge on product offerings, processes and system changes. • Timely investigation and resolution of day-to-day enquiries to and from clients • Collaborating with various internal support areas, product houses in order to meet clients needs and service delivery• Review client portfolios to identify opportunities to cross sell products to achieve income targets and budgets• Facilitation and processing of building bonds, residential/commercial properties, vacant lands, secured/unsecured loans and forex orders• Managing the conveyance pipeline• Risk review of clients, ensuring KYC and AML compliant• Risk rating review of clients, taking appropriate action on residuals, recoveries and arrears.• Proactively adapt to changes in Risk Management.