Relationship Manager: SBS (Pipeline)

Nedbank; Pretoria; On-site; ZAR 420,000 - 700,000; Full time

Job summary

Nedbank in South Africa is seeking a Relationship Manager for the SBS (Pipeline) segment to acquire and deliver banking solutions to high value clients, including professionals and affluent individuals. The role focuses on delivering exceptional client experiences and understanding client business and household banking needs.

Key responsibilities include managing a portfolio of high value clients, cross-selling with specialists, and ensuring compliance with risk and regulatory standards.

Qualifications

• Matric or equivalent is required.
• 2–3 years’ experience in business acquisition.
• 2–3 years’ relationship management experience preferred.
• Valid driver’s license and own transport mandatory.

Responsibilities

• Acquire and deliver banking solutions to high value clients by understanding client needs.
• Improve client service by delivering relevant products and services.
• Maintain and build a portfolio of high value and complex clients.
• Identify sales and solution opportunities and execute on them.
• Conduct needs analysis across clients and align with Nedbank requirements.
• Respond to tasks in a timely manner and update relevant systems.
• Build and maintain professional relationships with high value clients.
• Deliver banking solutions that meet client needs and expectations.
• Understand client business, personal and household needs; instill trust in Nedbank.

Skills

Interpersonal Skills

Client Relationship

Business Writing

Data Analysis

Decision Making

Governance & Controls

Business Acumen

Driving for Results

Global Perspective

Sustaining Customer Satisfaction

Education

Matric Certificate

Advanced Diploma/First Degree

Tools

Microsoft Office

Job description

Title:Relationship Manager: SBS (Pipeline)

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