Relationship Manager: SBS

Nedbank; Worcester; In loco; ZAR 360.000 - 480.000; Tempo pieno

Descrizione del lavoro

Nedbank Worcester is seeking a Relationship Manager to acquire and deliver banking solutions to high value clients in the Western Cape. You will build a portfolio of complex clients, understand business and household banking needs, and work with specialists to cross-sell value-based solutions.

The role requires 2-3 years in business acquisition, a valid driver's license, FAIS Level 1 accreditation, and NQF5+.

Competenze

• NQF Level 5 or higher in a financial or business field is essential.
• FAIS Accreditation Regulatory Examination Level 1 is required.
• 2-3 years’ experience in Business Acquisition is essential.
• 2-3 years' Relationship management experience would be an advantage.
• Valid driver's license and own reliable transport is essential.

Mansioni

• Acquire and deliver banking solutions to high value clients and understand client needs.
• Deliver on targeted products and services and maintain a portfolio of high value clients.
• Unearth sales opportunities and execute them with cross-selling where appropriate.
• Perform needs analysis across clients to entrench Nedbank relationships.
• Ensure compliance with risk standards and internal procedures.
• Build professional relationships with high value clients and manage expectations.
• Collaborate with specialists to provide value-based solutions and improved processes.

Conoscenze

MS Office

Client relationship

Business writing

Regulatory knowledge

Data analysis

Business acumen

Decision making

Governance & Controls

Networking

Trust building

Sales targeting

Global perspective

Customer satisfaction

Results oriented

Formazione

NQF Level 5 or Higher in a Financial or Business-related field essential

FAIS Accreditation Regulatory Examination Level 1

Strumenti

Microsoft Office

Descrizione del lavoro

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.

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

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