Relationship Manager

University of Fort Hare; Gqeberha; Hybrid; ZAR 350,000 - 600,000; Full time

Job summary

A leading company in the banking sector is seeking a Relationship Manager for Business Banking in Gqeberha. The successful candidate will manage client relationships, drive sales, and ensure compliance with banking regulations. Candidates should have significant experience in financial services and excellent communication skills.

Qualifications

• 5+ years sales experience in a business banking and financial services industry.
• In-depth knowledge of banking products.
• Good communications skills in English; Swahili is advantageous.

Responsibilities

• Sales – cold call and find new clients; manage profit margins.
• Portfolio Management – monitor and report on sales activity.
• Client service – anticipate client requirements and manage interactions.

Skills

Communication skills

Credit analysis

Relationship management

Sales experience

Education

Grade 12 with NQF6 (BCom) in Banking, Finance / Commercial and FAIS RE5

Tools

CRM system

Job description

We are seeking a Relationship Manager, Business Banking, for a permanent role based in Gqeberha, Eastern Cape.

Applicants are required to meet the following criteria:

• Grade 12 with NQF6 (BCom) in Banking, Finance / Commercial and FAIS RE5
• 5+ years sales experience in a business banking and financial services industry (account management experience)
• Good communications skills in English. Swahili literacy advantageous
• Strong credit analysis, documentation and relationship management skills
• In depth knowledge of banking products
• Proven sales experience in a client relationship role within banking
• Ability to work to deadlines with and work under pressure
• Valid drivers, own vehicle and willing to travel to clients when needed
• Role is eligible for a combined remote / office setup

The successful applicant would be responsible for, but not limited to:

• Sales – cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target
• Portfolio Management – monitor, track and report on sales activity; identify cross selling opportunities
• Risk Management – comply with governance; under clients risk profile
• Client service – anticipate / interpret clients requirements; primary point of contact for client; face to face & telephonic interactions; gain maximum benefit from the products; pro-actively manage the review process of clients facilities; train and assist the client on the necessary systems/processes; provide relevant advice to clients; on boarding of clients
• Admin support – reporting; review client files; update/manage CRM system
• Process management – relationship building with legal, credit & treasury; assist with SARB applications; ensure queries are resolved
• Training – Ensure mandatory product training is completed; keep updated with compliance and legislation; meet training deadlines; keep updated with FICA requirements; banking product & channel knowledge; FAIS compliance; understand sales cycle

Salary: Market related

To apply email detailed CV and all supporting documentation through to [e-mail]


If you have not received a response within 7 working days, please consider your application unsuccessful