Corporate Account Manager

Placements24; Pretoria; Hybrid; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive base salary

Generous bonus structure

Health insurance

Retirement fund

Professional development

Job summary

Placements24 is seeking an experienced Corporate Account Manager for our Pretoria-based client in financial services. The role blends office-based strategic planning with client-facing engagement in a hybrid setup to grow a portfolio of high-value corporate clients in Gauteng.

You will manage relationships, identify cross-sell opportunities, and deliver tailored financial solutions, reporting on performance and staying abreast of market trends.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum 4 years of experience in corporate account management, relationship management, or financial sales.
• Proven track record of growing corporate client portfolios.
• Strong understanding of financial products and services for corporate clients.
• Excellent communication, presentation, and negotiation skills.

Responsibilities

• Manage a portfolio of corporate accounts, ensuring client satisfaction and retention.
• Identify and pursue cross-selling and up-selling opportunities within existing accounts.
• Develop and maintain relationships with key decision-makers at corporate clients.
• Understand client needs and provide tailored financial solutions and recommendations.
• Achieve and exceed revenue targets for the account portfolio.
• Conduct regular business reviews with clients to assess performance and identify opportunities.
• Collaborate with internal teams to ensure seamless service delivery and support.
• Stay informed about market trends, competitor offerings, and regulatory changes.

Skills

Relationship management

Portfolio growth

Negotiation

Presentation

Education

Bachelor's degree in Finance/Business/Economics

Tools

CRM software

Job description

About the Role

Our client, a prominent financial services provider, is looking for an experienced and driven Corporate Account Manager to join their Pretoria team. This hybrid role requires you to be based in or near Pretoria, offering a blend of office-based strategic planning and client-facing engagement. You will be responsible for managing and growing a portfolio of high-value corporate clients, ensuring their financial needs are met through our client's comprehensive suite of services. This role demands a deep understanding of corporate finance, exceptional relationship management skills, and a proactive approach to identifying new business opportunities within existing accounts. You will serve as the primary point of contact for your clients, fostering long-term partnerships and driving revenue growth for the organization in the Gauteng region. Your expertise will be vital in retaining and expanding client relationships.

Key Responsibilities

• Manage a portfolio of corporate accounts, ensuring client satisfaction and retention.
• Identify and pursue opportunities for cross-selling and up-selling within existing accounts.
• Develop and maintain strong, long-term relationships with key decision-makers at corporate clients.
• Understand client needs and provide tailored financial solutions and recommendations.
• Achieve and exceed revenue targets for your assigned account portfolio.
• Conduct regular business reviews with clients to assess performance and identify new opportunities.
• Collaborate with internal teams to ensure seamless service delivery and support.
• Stay informed about market trends, competitor offerings, and regulatory changes affecting corporate finance.
• Prepare accurate and timely reports on account status and sales performance.

Requirements

• Bachelor's degree in Finance, Business Administration, Economics, or a related field.
• Minimum of 4 years of experience in corporate account management, relationship management, or financial sales.
• Proven track record of successfully managing and growing a portfolio of corporate clients.
• Strong understanding of financial products and services relevant to corporate clients.
• Excellent communication, presentation, and negotiation skills.
• Ability to work effectively in a hybrid environment, balancing office and remote tasks.
• Proficiency in CRM software and financial analysis tools.
• Based in or willing to relocate to Pretoria.
• Strong problem-solving skills and a client-centric approach.

Benefits

• Competitive base salary with a generous bonus structure.
• Comprehensive health insurance and retirement fund.
• Opportunities for continuous professional development and certifications.
• Access to a wide range of financial products and services.
• Hybrid work arrangement for flexibility.
• Potential for career progression into senior management roles.
• Performance-based rewards and recognition.