RELATIONSHIP MANAGER (DOUGLAS)

M-Ploy Global Resourcing; Douglas; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading company in the financial sector is seeking a Relationship Manager in Douglas, Northern Cape. The role involves managing client relationships, assessing loan applications, and collaborating with various divisions to structure deals. Ideal candidates should have a relevant qualification and experience in client-facing roles, particularly in finance.

Qualifications

• 3 to 5 years experience in client relationship management in a financial environment.
• Ability to assess business cases and interpret financial statements.
• Basic knowledge of credit principles and relevant legislation.

Responsibilities

• Responsible for end-to-end Client Relationship Management.
• Market the company's products to existing and new clients.
• Analyze client interests and assess potential deals.

Skills

Relationship Management

Relationship building

Education

Relevant 3 year qualification in commerce, business, banking

Job description

RELATIONSHIP MANAGER (DOUGLAS)

LOCATION - DOUGLAS, NORTHERN CAPE

CLOSING DATE 27 MAY 2025

JOB PURPOSE

• The Relationship Manager is responsible for fostering single-client ownership throughout the entire client lifecycle. The Relationship Banker is responsible for the end-to-end Client Relationship Management, and Client Experience Management.
• Markets the Company and the Company Insurance products and services to existing clients and/or new clients with the aim of growing the lending Loan Book in relations to the Client Segmentation model for commercial and development farmers.
• On receipt of client interests, the Relationship Manager views past performance of clients and assess potential of the deal. Advises clients on the requirements for applications and sends pack through for completion. For viable deals visits clients and performs an analysis on the institution/organisation of a new potential transaction. Acquires all documentation prior to deal structuring. Works in consultation with members of the Agriculture Economics & Advisory Division (e.g. Agriculture Specialist); Risk Management (e.g. Credit Managers and Analyst) to construct deals.
• To provide recommendations on the viability of the loan application based on analysis and interpretation of, amongst others:
  o
  Management shareholding structure, organisational structure
  o
  Governance matters
  o
  Competitive advantage
  QUALIFICATIONS
• Relevant 3 year qualification in commerce, business, banking, or other relevant and equivalent qualifications.
  EXPERIENCE
• Experience in the management of client relationships, preferably in a financial and customer facing environment - 3 to 5 years.
• Knowledge to assess a business case for an agricultural farming business and the competency to interpret financial statements, and do financial calculations. - 1 to 2 years.
• Basic knowledge of credit principles and practices and relevant legislation - 3 years.

Desired Skills:

• management of client relationships preferably in a financial and customer facing environment -
• Relationship Management
• Relationship building

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree