New Business Specialist Senior Portfolio Manager: Agriculture Portfolio Manager: Office Automation Portfolio Manager: Transport and Mobility Sector Head: Mining & Construction Senior Portfolio Manager: Transport Portfolio Manager : Transport Portfolio Manager : Manufacturing Fixed Income Analyst

  • Full Time
  • Gauteng

Website Merchant West

The Merchant West Group is a diversified financial services portfolio of businesses with debt securities listed on the JSE. It is the largest privately-owned provider of specialised financial solutions in South Africa. Founded in 1998, Merchant West provides tailor-made lending, wealth management… read more, asset management and transactional solutions to corporates, SMEs and high net worth individuals.

Role Purpose:

As a New Business Specialist at Merchant West Fleet, you will play a crucial role in driving business growth by identifying and acquiring new clients for our fleet management solutions. You will actively prospect leads through multiple channels, including direct networks, digital platforms, and supplier referrals, while presenting tailored fleet finance solutions to potential customers. This role offers a dynamic sales environment where you will not only meet and exceed sales targets but also build and maintain strong relationships with key industry players such as dealers, OEMs, and third-party suppliers. Additionally, you will oversee the onboarding and implementation phase for new customers, ensuring seamless integration and ongoing fleet management support. With opportunities to contribute to cross-selling strategies and work closely with industry leaders, this position presents an exciting chance for a results-driven sales individual to grow within a leading financial services provider.

Main Accountabilities:

Business Development & Lead Generation

Identify and prospect new leads for Merchant West Fleet Management products.

Channel Development

Identify opportunities from other channels to market (direct network, digital platforms, clients and suppliers).

Sales & Client Acquisition

Present Fleet solutions to prospective customers, ensuring sales targets are achieved or exceeded.

Sales Reporting & Pipeline Management

Report on prospecting and sales activities.

Credit Proposal Preparation

Prepare and present quality credit proposals.

Portfolio Growth & Implementation

Ensure growth of Fleet volumes with newly acquired customers during the take-on and implementation phase of the contract.

Client Relationship Management

Provide ongoing Fleet Management support to newly acquired customers by providing quality reporting and expert advice.

Cross-Selling & Revenue Expansion

Identify cross-sell opportunities by marketing Merchant West products to prospects and new customers brought on by Merchant West Fleet.

Strategic Partner & Supplier Relationships

Maintain healthy relationships with dealers, OEMs and third-party suppliers to capitalise on potential business referrals

Qualifications:

Matric
Tertiary qualification in finance/related (advantageous)

Experience:

5 Years’ experience in Fleet Management, Finance or Motor industry
3 years’ experience in new business development with proven track record in achieving targets

Skills:

Prospecting and lead generation
Sales pipeline management
Negotiation techniques
Financial analysis
Proposal preparation
Presentation delivery

Competencies:

Business development orientation
Commercial acumen
Client relationship management
Strategic opportunity identification
Influencing and stakeholder engagement
Results orientation
 

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