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Relationship Manager
2 weeks ago
Primary Purpose
- To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability.
- To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base.
- To develop and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.
Minimum Requirements
Qualifications:
- Matric
National Diploma
- Finance/Certificate in
- Banking
- RE completed within allocated time
- Previous sales experience, with exposure to
Competencies
Knowledge
- Sound understanding of banking sales
- Customer relationship Management
- Good knowledge of sales principles
- Negotiating skills
- Presentation skills
- Good Communication Skills
- Networking ability
- Ability to sell
- Own vehicle and valid driver's license
- Business Acumen
- Attention to detail
- Time management (planning skills)
- Teamwork
- Selfmotivated
- Resilient
Qualifications:
- Matric
BCom
- Banking
Experience
- Previous sales experience, with exposure to
- At least three years + of sales experience in a business banking and/or financial services industry (ideal)
- Account management (ideal)
Duties and Responsibilities
FINANCE
Sales
- To proactively cold call and find new clients for Bidvest to meet the monthly revenue
- To educate and promoting Bidvest's full product offering to clients to maximize the
- Manage the profit margins through providing clients with comparative information on
- Track, control and influence sales activities with the specific aim to increase sales
- Actively grow the client base by agreed target of new acquisitions a month in order to
Portfolio Management
- Monitor, track and report on sales activity on a periodic basis and to ensure action is
- Identify opportunities for cross selling and referrals to other product lines through
- New revenue opportunities are identified and customer feedback on product
- Comply with governance in terms of legislative and audit requirements
- Understands clients risk profile and balance for individual clients by optimising product
CLIENT
Client Service
- Correctly anticipating and interpreting the clients' business requirements in order to get
- Providing relevant timeous solutions to the client through researching the client's
products
- Providing excellent service that will result in client referrals and new business
- Taking on the role as the primary point of contact for the client, ensuring excellent service
relationship
- Continuous face to face and telephonic interaction with clients in order to preempt and
- Assist the client with innovative ways to gain maximum benefit from the products e.g.
- Proactively manage the review process of clients' facilities, checking, submitting and
renewal in the necessary time period. (Providing all necessary documents)
- Train and assist the client on the necessary systems / processes to deal with the Bank in
- Continual awareness of what is going on in the market and economy to provide relevant
- Onboarding signing up client for first time, following the correct processes in terms of
Admin Support
- Provide relevant reports in order to track progress
- Review the client files and ensure client information updated
- Update and manage all client interaction on the CRM system
INTERNAL PROCESS
Process Management
- Successful relationship building with legal, credit, Internal bankers, back office and
- Treasury in order to achieve clients' needs
- Work with legal and credit to ensure that all necessary documents are in place and
- Follow up with all parties to ensure that queries are resolved
- Manage own development to increase own competencies
- Ensure all 'other' product training is completed, to equip for crossselling opportunities
- Ensure all Bidvest Bank mandatory training i.e. Anti-Money Laundry is completed
- Training and keep abreast with FICA, PoPI compliance and legislation
- Me
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