Manager, Acquisition

Standard Bank Group; Pretoria; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Standard Bank Group in Pretoria is seeking a Senior Banking Sales & Relationship Manager within Personal & Private Banking. You will convert market insights into onboarding new business and manage key client relationships across sectors.

You will develop tactical plans to optimise sales, align with risk & compliance, and drive profitability while mentoring the team to achieve targets and deliver client-centric banking solutions.

Qualifications

• Minimum 5–7 years of experience in Personal and Private Banking with a focus on sales and relationship management.
• Proven sales track record in the financial services industry and knowledge of the bank's products.
• Experience in preparing and motivating Credit applications.

Responsibilities

• Analyse and identify growing industries/sectors to onboard new business.
• Develop tactical plans to optimise sales performance and profitability.
• Proactively build bank-at-work relationships with companies and employees.
• Review sales processes and recommend improvements.
• Set targets and ensure achievement of sales and service targets.
• Identify new business opportunities across existing client base and drive growth.
• Ensure compliance with risk and regulatory requirements.

Skills

Personal & Private Banking experience

Sales & relationship management

Credit applications knowledge

Financial services knowledge

Bank products knowledge

Education

NQF Level 7 in Business/Finance

Job description

Business Segment: Personal & Private Banking

• Adhere to all risk and compliance requirements in terms of any analysis or reporting conducted.
• Adhere to the required compliance, legislative, regulatory, etc. requirements.
• Analyse and identify growing industries/ sectors in order to on board new business.
• Analyse, identify and recommend adaption of operational procedures to minimise risk.
• Conduct a needs analysis in companies and sectors in order to develop customized proposals that will meet the company’s requirements for theiremployees.
• Develop tactical plans to optimise sales performance and profitability.
• Enable integrated ways of working and collaboration across the value chain to deliver for the client.
• Ensure alignment to the People and Culture standards with regards to all employee-related matters.
• Ensure detailed insights and analytics are provided on internal and external potential markets in order to target the right customers.
• Ensure financial solutions are suitable for a company’s employees by thinking out of the box and proposing customisation of the banks products by challenging the business rules in the correct forums.
• Ensure that newly opened accounts are handed over to the respective segment owner for further relationship management.
• Ensure the achievement of agreed sales and service targets.
• Identify current and potential employee skill requirements in consultation with the People and Culture function.
• Identify new business opportunities and expands opportunities across existing client base in order to achieve defined financial budgets, through optimal growth of assets and liabilities, transactional, margin management and revenue streams in line with agreed targets.
• Influence target setting based on local knowledge.
• Inspire the team to deliver on the Groups shared purpose and instilling a culture which enables the Group to evolve into a client led platform organisation.
• Present proposed solutions to company / association executives for acceptance.
• Proactively build a well-established, ongoing, value-adding, mutually beneficial bank-at-work service relationship with companies / associations and their employees.
• Proactively identify and follow-up on new business in order to increase market share.
• Provide input into Client Value Proposition (CVP) development, which addresses the needs of customers and industry/ sectors, in order to pro-actively acquire quality bulk sales.
• Provide input into talent strategy developed by People and Culture.
• Provide the necessary guidance and support to acquisition teams on risk and compliance matters.
• Review existing sales processes and recommends appropriate changes.
• Set the example and leads the team in line with the Groups leadership identity, core values and People Promise.

Qualifications:

Education:

• NQF Level 7 qualification (or equivalent) in Business, Commerce, Finance, or a related field

Experience:

• Minimum of 5-7 years of experience in Personal and Private Banking, with a focus on
• Experience in sales and relationship management of personal customers to be able to drive profitability and build relationships. Proven sales track record in the financial services industry. Knowledge of the bank’s products and services. Experience in preparing and motivating Credit applications is essential.

Additional Information

• Challenging Ideas
• Directing People
• Following Procedures
• Interacting with People
• Making Decisions
• Producing Output
• Taking Action
• Team Working
• Data Management (Trading, Transacting)
• Planning, Forecasting and Budgeting
• Product Knowledge (Consumer Banking)
• Risk Measurement

Our Commitment to Diversity, Equity and Inclusion

Standard Bank Group is committed to fair and inclusive employment practices. We aim to build a workforce that reflects the diversity of the communities we serve and welcome applications from candidates of all backgrounds, including people with disabilities. We strive to create an environment where everyone has an equal opportunity to contribute and grow.