Relationship Manager

Sheldon Recruitment; Gqeberha; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is seeking a Relationship Manager for Business Banking based in Gqeberha, Eastern Cape. The ideal candidate will have 5 years of sales experience in business banking, strong communication skills, and the ability to manage relationships effectively. This full-time role involves cold calling clients, managing portfolios, and ensuring risk compliance. The position offers a market-related salary with a combined remote and office setup.

Qualifications

• 5 years sales experience in business banking and financial services.
• Good communication skills in English, Swahili literacy advantageous.
• Strong credit analysis documentation and relationship management skills.

Responsibilities

• Sales cold call and find new clients.
• Monitor and report on sales activity.
• Anticipate and interpret clients' requirements.

Skills

Business Development

Sales Experience

Loyalty Marketing

Portfolio Management

Wealth Management

Financial Services

Relationship Management

Customer relationship management

Education

Grade 12 with NQF6 (BCom) in Banking Finance/Commercial

Job description

Reference : EL003054-Janin-2

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

Duties & Responsibilities

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

Key Responsibilities

• 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

Application Process

To apply email detailed CV and all supporting documentation through to

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

Required Experience

Manager

Key Skills

• Business Development
• Sales Experience
• Loyalty Marketing
• Portfolio Management
• Wealth Management
• Financial Services
• Algebra
• Territory Management
• Banking
• Relationship Management
• Customer relationship management
• Geometry

Employment Type

Full-Time

Experience

years

Vacancy

1