Relationship Manager

Placements24; Stellenbosch; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Hybrid work environment

Professional development opportunities

Medical and retirement benefits

Job summary

Placements24 is seeking an experienced Relationship Manager for our client in Paarl, Western Cape. The role focuses on cultivating long-term relationships with high-value business clients in the banking and finance sector, delivering tailored financial solutions and ensuring client satisfaction.

The position offers a hybrid work model with in-office collaboration and remote flexibility. The successful candidate will have a relevant degree, 4+ years of relationship or business development

Qualifications

• Bachelor's degree required in a related field.
• Minimum 4 years in relationship management or business development.
• Proven ability to build and maintain strong client relationships.
• Solid understanding of banking products and services.
• Excellent communication and negotiation skills.
• Proficiency with CRM software and MS Office.

Responsibilities

• Develop and maintain a portfolio of high-value business clients.
• Understand clients' objectives and provide tailored banking solutions.
• Cross-sell and upsell banking products and services.
• Monitor portfolio performance and address risks.
• Ensure client satisfaction through excellent service and timely issue resolution.
• Conduct regular client reviews and assess evolving needs.
• Collaborate with internal departments for seamless service delivery.
• Attract new business clients in Paarl, Western Cape.
• Stay updated on market trends and regulatory changes.
• Meet or exceed performance targets.

Skills

Communication

Negotiation

Interpersonal skills

Relationship management

Sales growth

Education

Bachelor's degree in Business Administration, Finance, Marketing, or related field

Tools

CRM software

Microsoft Office Suite

Job description

About the Role

Our client, a leading financial institution, is seeking an experienced and personable Relationship Manager to join their team in Paarl, Western Cape. This role is crucial for cultivating and managing strong, long-term relationships with the bank's high-value business clients. The Relationship Manager will be responsible for understanding client needs, providing tailored financial solutions, and ensuring client satisfaction and retention within the dynamic banking & finance sector. The position involves a hybrid work model, offering a blend of in-office collaboration and remote flexibility.

Key Responsibilities

• Develop and maintain a portfolio of high-value business clients, serving as their primary point of contact.
• Understand clients' financial objectives and challenges, providing strategic advice and customized banking solutions.
• Identify opportunities to cross-sell and up-sell a range of banking and financial products and services.
• Monitor client portfolio performance, proactively addressing any potential issues or risks.
• Ensure client satisfaction through regular communication, exceptional service, and prompt issue resolution.
• Conduct regular client reviews to assess their evolving needs and financial performance.
• Collaborate with internal departments to ensure seamless service delivery and product support for clients.
• Develop and implement strategies to attract new business clients in the Paarl, Western Cape area.
• Stay updated on market trends, competitor activities, and regulatory changes affecting the banking & finance industry.
• Meet or exceed performance targets related to client acquisition, retention, and profitability.

Requirements

• Bachelor's degree in Business Administration, Finance, Marketing, or a related field.
• Minimum of 4 years of experience in relationship management, account management, or business development, preferably within the financial services industry.
• Proven ability to build and maintain strong client relationships.
• Solid understanding of banking products, services, and financial principles.
• Excellent communication, negotiation, and interpersonal skills.
• Strong sales and business development acumen.
• Ability to analyze financial data and identify client needs.
• Proficiency in CRM software and Microsoft Office Suite.
• Proactive, self-motivated, and results-oriented.
• Demonstrated ability to work effectively in a team and manage a client portfolio.
• Knowledge of the Paarl, Western Cape business community is advantageous.

Benefits

Our client offers a competitive salary, performance-based incentives, comprehensive medical and retirement benefits, and continuous professional development opportunities. The hybrid work environment promotes a healthy work-life balance, enabling employees to thrive in their roles within Paarl, Western Cape.