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Relationship Manager, Business Banking, Gqeberha

Relationship Manager, Business Banking, Gqeberha

Sheldon Recruitment and SelectionPort Elizabeth, South Africa
30+ days ago
Job description

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
  • Must currently be resident in Gqeberha

The successful applicant would be responsible for, but not limited to :

  • 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; understand 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

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