Client Acquisition & Growth Manager - Banking

Nedbank; Cape Town; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Nedbank is seeking an experienced sales professional in Cape Town to acquire SME banking clients and grow a business portfolio within a structured financial services environment.

You will source leads, assess client needs, and cross-sell Nedbank products while maintaining compliance with FAIS requirements and internal policies. The role emphasizes relationship-building and delivering tailored financial solutions.

Qualifications

• At least 3-5 years' experience in a sales position, with responsibility for and success in acquiring new business and cross-selling products and services to existing clients within a financial services environment.
• Experience in analysing financial statements and assessing credit.
• Experience in acquiring new SME clients and growing a business banking portfolio.

Responsibilities

• Acquire new primary accounts by sourcing appropriate leads, drawing up contact plan and consistently following through on the lan/programme.
• Generate gross operating income by providing competitive rates to clients within Nedbank standards, pricing using Nedbank systems to ensure required returns and according to risks when applying for a lending facility.
• Maximise profitability of client by matching as many products as meets his/her needs.
• Ensure that client is fully banked by cross selling and servicing to meet all identified client needs.
• Retain client by ensuring that all his banking needs are met by Nedbank.
• Source appropriate leads by building relationships, using networks, collaborating with other divisions, obtaining referrals and conducting appropriate marketing activities to target potential customers.
• Conduct needs analysis with client and match products and services to their needs by following Nedbank processes and complying with FAIS requirements.
• Provide accurate advice to meet client needs by maintaining knowledge, upskilling, reading widely, attending courses and being knowledgeable
• Meet client needs by providing feedback on progress, responding to requests with appropriate information/advice at all reasonable times, within turnaround times, and by managing expectations.
• Ensure that clients can use products and services by providing/organising training and demonstrations to clients.
• Build relationships with internal stakeholders and suppliers by meeting all standards and service level agreements.
• Collaborate with other departments by informing them of your role, sharing knowledge and making recommendations, referring leads and working with team to secure new accounts.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.

Education

Matric / Grade 12 / National Senior Certificate

Degree or Diploma (NQF Level 5 or 6) in a Financial, Marketing, or related field, together with the FAIS Approved

Job description

Nedbank is seeking an experienced sales professional in Cape Town to acquire SME banking clients and grow a business portfolio within a structured financial services environment.

You will source leads, assess client needs, and cross-sell Nedbank products while maintaining compliance with FAIS requirements and internal policies. The role emphasizes relationship-building and delivering tailored financial solutions.