Relationship Manager: SBS

Nedbank; eMalahleni; Vor Ort; ZAR 360.000 - 700.000; Vollzeit

Zusammenfassung

Nedbank is seeking a skilled Banking Relationship Manager to acquire and deliver banking solutions to high-value clients in South Africa. The role focuses on understanding client business and household banking needs, building a robust portfolio, and delivering tailored products and services.

You will engage with clients to identify opportunities, perform thorough needs analyses, and collaborate with specialists to provide value-driven solutions while maintaining rigorous compliance and risk

Qualifikationen

• Matric/Grade 12 or higher is required with business-related qualifications.
• FAIS accreditation Level 1 is required.
• 2–3 years’ experience in business acquisition is essential; 2–3 years’ relationship management experience is advantageous.

Aufgaben

• Acquire and deliver banking solutions to high-value clients by understanding client business and household needs.
• Deliver on targeted products and services measured through client management systems.
• Build and maintain a portfolio of high-value, complex clients.
• Uncover sales opportunities and act on them.
• Perform needs analysis across clients’ financial influence spheres and onboard into Nedbank.
• Respond to tasks promptly and maintain compliant documentation.
• Establish professional relationships with high-value clients and cross-sell solutions.
• Ensure banking solutions meet client needs and align with risk policies.

Kenntnisse

Interpersonal skills

Client relationships

Business writing

Business terms & definitions

Regulatory knowledge

Data analysis

Business acumen

Decision-making

Financial management

Governance, risk & controls

Building networks

Trusting relationships

Driving for results

Global perspective

Customer satisfaction

Targeting sales opportunities

Ausbildung

Matric/Grade 12/National Senior Certificate

Advanced Diploma/National 1st Degree

NQF Level 5 or higher in financial or business field

FAIS accreditation Level 1

Tools

Microsoft Office

Jobbeschreibung

To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.

Job Responsibilities

• To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs. Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
• Improve client service through delivering relevant products and services according to client needs.
• Maintain and build a portfolio of high value, and complex clients.
• Unearth client sales / solution opportunities and execute on these opportunities.
• Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build and maintain effective professional relationships with high value profile clients through contact management.
• Deliver banking solutions that meet client needs.
• Understand client's business, personal and household needs.
• Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.
• Proactively engage clients in a manner that is relevant to their specific circumstances.
• Collaborate with specialists in client engagements to cross sell and create value based solutions.
• Ensure work is completed to agreed principles, process and procedures; progress reviewed and corrective action taken where necessary.
• Comply with risk standards, policies and procedures through training and development as required by group compliance framework.
• Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards. Identify and resolve any work related obstacles and problems and elevate to senior management.
• Contribute to the improvement of policies, procedures, standards and processes by applying own experience and insights where applicable.
• Understand the bank's risk and credit policy and manage client expectations accordingly.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
• Comply with internal standard procedures to facilitate the execution of client requirements.
• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.
• Identify training courses and career progression for self through input and feedback from management.
• Ensure all personal development plan activities are completed within specified timeframe.
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate responsibility initiatives for the achievement of business strategy.
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• NQF Level 5 or Higher in a Financial or Business-related field essential
• FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level

• 2-3 years’ experience in Business Acquisition essential
• 2-3 years' Relationship management experience would be an advantage
• Valid driver's license and own reliable transport is essential

Technical / Professional Knowledge

• Microsoft Office
• Interpersonal Skills/ Client Relationship
• Business writing
• Business terms and definitions
• Relevant regulatory knowledge
• Data analysis
• Business Acumen
• Decision-making process
• Principles of financial management
• Governance, Risk and Controls
• Building Networks
• Building Trusting Relationships
• Business Acumen
• Driving for Results
• Global Perspective
• Sustaining Customer Satisfaction
• Targeting Sales Opportunities

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Please contact the Nedbank Recruiting Team at [phone]

Nedbank Ltd Reg No 1951/000009/06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at [phone]