Account Manager - Business Development

Placements24; Cape Town; On-site; ZAR 420,000 - 700,000; Full time

Benefits offered by this job

Competitive bonus

Medical aid and retirement fund

Generous annual leave

Professional development

Training and workshops

Career advancement

Employee assistance program

Access to financial technology

Job summary

Placements24 in Cape Town seeks an Account Manager to nurture and grow our existing client base within the financial services sector. You will maintain strong client relationships, identify upsell opportunities, and work with sales and product teams to ensure seamless service delivery.

A proactive, client-focused professional with strong communication and problem-solving skills will thrive in this role. You will contribute to strategy, managing delivery, and driving retention while meeting

Qualifications

• 3–5 years of account management, business development, or client-facing sales experience in financial services.
• Proven ability to build and maintain strong client relationships.
• Excellent communication, negotiation, and problem-solving skills.
• Proficiency with CRM software and MS Office Suite; operate independently in a fast-paced environment.

Responsibilities

• Manage a portfolio of existing client accounts as primary contact.
• Develop strategies to increase client retention and satisfaction.
• Identify opportunities for account growth and upsell/cross-sell.
• Conduct regular business reviews with clients to assess needs.
• Collaborate with sales and product teams to ensure service delivery.
• Resolve client issues promptly and escalate as needed.
• Monitor market trends to provide insights to clients.
• Prepare reports on account status and growth opportunities.
• Meet targets for account revenue growth and retention.
• Contribute to sales and marketing strategy.

Skills

Client relationships

Communication

Negotiation

Problem solving

Independent worker

Education

Bachelor's degree (Finance)

Tools

CRM software

MS Office

Job description

About the Role

Our client, a rapidly expanding financial services firm, is actively seeking a talented and driven Account Manager to join their dedicated business development team in **Cape Town**. This role is crucial for nurturing and growing our client's existing customer base, ensuring high levels of client satisfaction and identifying opportunities for upselling and cross‑selling their innovative financial products. The successful candidate will be instrumental in fostering strong client relationships, understanding their evolving needs, and aligning our client's offerings to meet those demands. This position is ideal for a proactive individual with a passion for building lasting partnerships and contributing to the sustained growth of a reputable organization. You will operate within a highly professional setting, contributing to a culture that prioritizes client success and ethical business practices. This is a fantastic chance to advance your career in a thriving sector within **Cape Town**.

Key Responsibilities

• Manage a portfolio of existing client accounts, serving as the primary point of contact.
• Develop and implement strategies to increase client retention and satisfaction.
• Proactively identify opportunities for account growth through identifying needs for additional products or services.
• Conduct regular business reviews with clients to assess their satisfaction and evolving needs.
• Collaborate with sales and product teams to ensure seamless delivery of services and solutions.
• Resolve client issues and concerns promptly and effectively, escalating when necessary.
• Stay informed about market trends and competitor activities to provide clients with relevant insights.
• Prepare regular reports on account status, client feedback, and potential growth opportunities.
• Achieve specific targets for account revenue growth and client retention.
• Contribute to the overall sales and marketing strategies of the company.

Requirements

• Proven experience of 3-5 years in account management, business development, or a client-facing sales role, preferably within the financial services industry.
• Demonstrated ability to build and maintain strong, trusted relationships with clients.
• Excellent communication, negotiation, and problem‑solving skills.
• Strong understanding of financial products and services is a significant advantage.
• Proficiency in CRM software and MS Office Suite.
• Ability to work independently and manage time effectively in a fast‑paced environment.
• A Bachelor's degree in Finance, Business Administration, Marketing, or a related field is preferred.
• Experience working within the **Cape Town** business landscape.
• A proactive and solutions‑oriented mindset.
• Commitment to providing exceptional customer service.

Benefits

• Competitive annual salary with performance‑based bonuses.
• Comprehensive medical aid and retirement fund contributions.
• Generous annual leave allowance.
• Opportunities for continuous professional development and industry certifications.
• A professional and collaborative work environment.
• Regular performance reviews and career advancement pathways.
• Employee assistance program for well‑being support.
• Company‑sponsored training and workshops.
• Access to cutting‑edge financial technology platforms.
• Be part of a respected and growing leader in the financial services sector.