Service Relationship Manager

7 months ago


Johannesburg, South Africa Sanlam Full time

**Who are we?**

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

**What will you do?**
- The primary purpose of this role is to ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Glacier policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.**Key Outcomes**
The following outcomes will be expected to be achieved:
- Customer Relationship Management- Build and maintain relationships with the administrative staff of our most valued clients (i.e. Strategic partners and premier advisers).
- Keep existing customers abreast of latest developments/offerings by means of pro-active presentations.
- Liaise between the adviser’s office and the internal teams when a complaint has been escalated.
- Support the Business Development Management team in the sales.
- Support the organisation in achieving its strategic objectives by creating positive relationships with stakeholders.
- Improvement Optimisation- Keep abreast of offerings by competitors' offerings and market trends to suggest and implement process improvements.
- Identify training needs within the offices of the financial adviser and conduct/arrange the relevant training.
- Utilise internal communication processes and channels to improve the flow of information and the effectiveness of communication to all.
- Conduct performance management exercises against Service Level Agreements with Business.

**Qualifications and experience**
- Bachelor's degree in Commerce or Business Management or NQF level 6 equivalent
- 2 - 3 years' Investment Industry experience in a management role
- Fluent in both English & Afrikaans

**Competencies**
- Following instructions and procedures
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Communication Skills
- MS Office
- Interpersonal Skills
- Time Management

**Attributes**
- Positive, enthusiastic attitude
- Teamwork
- Ability to work under pressure
- Honesty, integrity and respect
- Self-starter and self confidence

**What will make you successful in this role?**

**Qualification and Experience**
- Degree or Diploma with 4 to 6 years related experience.**Knowledge and Skills**
- Drive leads and service targets- Call Centre control and reporting- Budget and expenses- Stakeholder communication- Management of employees**Personal Attributes**
- Builds effective teams - Contributing independently- Decision quality - Contributing independently- Directs work - Contributing independently- Plans and aligns - Contributing independently**Build a successful career with us**
- We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Cultivates innovation - Contributing independently- Customer focus - Contributing independently- Drives results - Contributing independently- Collaborates - Contributing independently- Being resilient - Contributing independently**Turnaround time**Our commitment to transformation**

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.



  • Johannesburg, South Africa Experian Full time

    Company Description **Experian’s a leading Analytics Enterprise** We’re passionate about unlocking the power of data in order to transform lives and create opportunities for consumers, businesses and society. For more than 125 years, we’ve helped businesses grow, consumers and small businesses gain access to financial services, and economies and...

  • Relationship Manager

    7 months ago


    Johannesburg, South Africa Curiska (Pty) Ltd Full time

    We are seeking a motivated and self-driven Customer Relationship Liaison to join our growing team. In this role, you will play a pivotal role in building and nurturing relationships with both existing and prospective clients in the exciting world of digital transformation and business process automation. This position requires a customer-centric mindset,...


  • Johannesburg, South Africa CF Consulting Full time

    **Summary of the position** To provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team. Case-by-case manage or coordinate other client service managers and administrators. Build and maintain strong service...


  • Johannesburg, South Africa Service Solutions Staffing Full time

    The Client Relations Manager is a key position within the Company, which aims at building, enhancing and developing the relationship between the Company and its Clients Full details and specific’s will be discussed in the interview As per our client’s operational requirements, a clear criminal history will apply For more information please...


  • Johannesburg, South Africa FirstRand Full time

    Job Description Responsible for management of their function, devising implementing and providing input into the customer relationship management strategy. Strategically and operationally manage and grow a portfolio of high revenue generating clients Hello Future Relationship Manager Client Services, Welcome to FNB, the home of the #changeables. We...

  • Relationship Manager

    2 weeks ago


    Johannesburg, South Africa Africa-one Consulting and Research Pty (Ltd) Full time

    **Key Performance Areas** - Responsible for managing the relationships between the Fund and the private and provide information on how to apply. - Develop and implement the Broadband Access Fund's stakeholder engagement strategy and model. - Working with the Fund team to assess and manage the stakeholder engagements /relationship. - To build, managing,...

  • Relationship Manager

    2 weeks ago


    Johannesburg, South Africa TRS Staffing Full time

    The most exciting role of Relationship Manager exist within a well known international financial services and financial technology company with the role based in Johannesburg, Gauteng South Africa. **Key attributes**: Training and Development Presentation at high level of business Well spoken individual Reporting Communication Job Purpose The Customer...


  • Johannesburg, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: **purpose**: - The Relationship Manager is responsible for growing and defending profitable market share with a core focus on originating new business opportunities through large wholesale channels including RMB and achieving pre determined sales targets. The incumbent identifies Corporate...


  • Johannesburg, South Africa Logic 360 Group Full time

    The job represents a balanced customer relationship management effort involving sales and account management, product knowledge assistance, problem solving and solutions to the market. Main duties include but are not limited to: - Responsible for the promotion and sales of tableware. - Responsible to understand the market and customers. - Responsible for...

  • Relationship Manager

    6 hours ago


    Johannesburg, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...


  • Johannesburg, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Consultant** - REQ 127351 Thembi Mtshali- Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by understanding their business and needs through...

  • Relationship Manager

    3 months ago


    Johannesburg, South Africa FirstRand Full time

    Job Description Responsible for management of their function, devising implementing and providing input into the customer relationship management strategy. Strategically and operationally manage and grow a portfolio of high revenue generating clients Hello Future Relationship Manager (Islamic Banking) Welcome to FNB, the home of the #changeables. We...

  • Relationship Manager

    7 months ago


    Johannesburg, South Africa Sanlam Full time

    **Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Relationship Manager

    7 months ago


    Johannesburg, South Africa FirstRand Full time

    Job Description Hello Future Relationship Manager Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in FNB HSL, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to...


  • Johannesburg, South Africa JeloCorp Full time

    About The Client:Our client is a leading financial institution committed to providing exceptional banking services to our clients. They pride themselves on a customer-centric approach and innovative banking solutions. They're looking for a dynamic and motivated Junior Relationship Manager to join their team and help them maintain and grow their customer...


  • Johannesburg, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: Responsible for management of their function, devising implementing and providing input into the customer relationship management strategy....


  • Johannesburg, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Consultant** - REQ 127653 Thembi Mtshali- Job Family- Sales And Services - Career Stream- Client Service - Leadership Pipeline- Manage Self: Professional - FAIS Affected**Job Purpose** - To build and develop strategic relationships with all business units within Nedbank to create business opportunities for staff...


  • Johannesburg, South Africa FirstRand Full time

    Job Description To manage the relationship with current potential customers to balance return on investment Negotiates and executes service level agreements - Manage the Service Level Management process and be accountable for running the client portfolio relationships of business units availing of Hogan Technology services - Management functions. -...


  • Johannesburg, South Africa Weir Group Full time

    Weir Group are looking for a technology driven Business Relationship Manager ( BRM ) to join us in our Digitisation journey, You will develop relationships with business and IT stakeholders to develop an understanding of their business requirements and goals. Building on this knowledge, you will also manage the shared strategic roadmaps to drive customer...


  • Johannesburg, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Consultant** - REQ 123705 Thembi Mtshali- Job Family- Sales And Services - Career Stream- Client Service - Leadership Pipeline- Manage Self: Professional - Position Location- 4 in Johannesburg - 1 in Duran - 1 in Cape Town **Job Purpose** - To drive sales activation and enablement efforts to achieve commercial...