Farhana Daya Email & Phone Number

30 Baker Street, Rosebank

Develop a deep understanding of clients' strategic objectives, their business value chains and the sectors within which they operate.Foster long term client relationships with you and the bank through client centric engagements with the client, and by expanding the bank's touch points at all levels throughout the client.Build trusted advisor status by engaging in value adding strategic conversations with clients, anticipating their needs and responding proactively to those needs.Deliver the group to the client through the coordination of appropriate Client Service Teams representative of the bank's entire value proposition, and ensure their ongoing effectiveness in creating value to the client and the bank.Lead the development and ongoing review of strategic client plans in collaboration with the Client Service Teams.Drive the co-ordination of client activities and opportunities through effective Client Service Team meetings and the use of SalesForce.comManage and allocate facilities across product and geography on an optimal basisEnsure portfolio compliance with risk management frameworks (Credit, Legal & Regulatory)Drive client and portfolio revenue retention and growth (against prior year and budget)• Growing the portfolio by means of price increase• Cross sell and Up sell opportunities• Active management of key revenue driversBuild an understanding of current and targeted client share of walletProactively seek and acquire appropriate new business to the bank through cross selling and targeted client acquisitions (New Business)Effective management of sales process which includes the following:Formulate, implement and execute practical portfolio plansBuild effective relationships with Trade, Service Advisory, Client Coordinators, GM, IB, Product, Maintain a working knowledge of TPS and broader Standard Bank strategy, footprint and capabilitiesOwn and drive your Personal Development Plan

Support & Achieve annual budget targets asagreed per portfolio as well as new sales targetsto achieve positive pipeline conversion rate.Use internal MOS/MIS to track portfolioperformance for potential opportunities or threats.Enhance and develop client relationshipsand ensure that client requests and solutions thereof are executed in line with GTBs service delivery code.Extract & analyse reports from internal systemsfor maintenance of portfolio & feedback to TBs.Co-ordination and preparation of annualpricing reviews. Prepare Information Packs for TBs for client visits Assist TB in developing client account plans asper client needs analysis identified by GTB. Assist in the collation of information for tenders, RFP’s, RFI’s, and/or unsolicited proposals.

Increasing Revenue, growing merchant base Relationship BuildingProactive calling of merchants Dealing with client queries & problem Solving, updating client information Technical support for merchantsPreparing reports for reps & branch Managers Preparing reports for key accounts managers Work hand in hand with Account Executives Handling merchant cancellations & negotiating better rate Preparing monthly & weekly reports Capturing of contracts Promoting new products Updating of the data base Part of the claims committee Been in control of the data base (changes, updates) Doing follow up calls on new merchants Setting up & confirming appointments for Account ` executives Controlling the vericheque database

Ensure bulk acquisition of new attraction business Provide a primary point of contact to customers by identifying their financial/ transactional needs and recommending the bank products as solutions.Develop business opportunities by following up/pursuing leadsMarket and provide information on the full range of Affinity and focus market products to customers to optimize cross-sellConduct cold calling and other prospecting techniques in a planned manner focusing on high potential value prospects.Identify and follow up on new customers to increase market shareFollow up on sales to ensure that customer requirements have been metClearly understand sales targets set for self and unit.Identify and nurture gatekeepers and centre of influence.Successfully hand customers over to Branch (branch relationship).Resolve client’s queries timorously Feedback to clients, Management and Consultants and follow up upon resolution of all queriesMonitor frequency of queries from clients and advise Management and ConsultantsCheck legal and operational documents before going to Admin to ensure zero defectsDo installation and training if Installation and training officer (ITO) is not availableClient visits with the new Sales ConsultantsClient visits with the Installation and Training OfficersTraining new Consultants and ITO’s when necessaryCompleting of legal and operational documentationContact the inactive clients (new sales)Achievements : Star Achiever (Top Consultant) 2005 Star Achiever (Top Consultant) 2006

Collate Weekly and Monthly Sales Reports Capture ITO InvoicesCompile Presentations for Provincial Sales ManagersAssisting with queriesWorking with revenue and unit salesPreparing agenda’s and taking minutesProvide consistent level of support to the team

Obtaining authorization Liaising with clients Dealing with queries Amending clients profiles Back up for call centreCapturing clients requests and new sales for various products such as :Business Online productsInternational Banking and FX TradingCustody CommunicationsReceipt Reference Service

Liaising and Capturing of clients requests and various other tasks

Managment Advancement Programme - Map

Education record