Relationship Manager: Cb&si

4 months ago

Centurion, South Africa Land Bank Careers Full time

**Job Advert Summary**:
The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa’s only specialist agricultural bank established in 1912, the bank’s sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance land, equipment, improve assets and obtain production credit. The Land Bank provides financial services that have moved with the times and continues to provide services to agri-business and constantly reviews its offerings to ensure that they match the needs of an industry. As change has swept across the sector in South Africa the socio-economic makeup of agriculture has altered, bringing new entrants from historically disadvantaged backgrounds on to the land, these new farmers, facing the challenges of establishing sustainable agri-businesses across the agricultural value chain, Land Bank has been a commercial lifeline offering appropriately designed financial products that facilitate personal and commercial viability in a sector that is vital to the sustainability of South Africa and its people.

**MAIN PURPOSE OF THE JOB**

The Relationship Manager is responsible for fostering single-client ownership throughout the entire client lifecycle. The Relationship Banker is responsible for the end-to-end Client Relationship Management, and Client Experience Management.

Markets Land Bank and Land Bank Insurance products and services to existing clients and/or new clients with the aim of growing the lending Loan Book in relations to the Client Segmentation model for commercial and development farmers.
- Shareholders and Management including family tree, staff organograms and whether management has the experience to successfully manage all aspects of the business.
- Governance matters
- Feasibility study (start-ups)
- Business Plan
- Financial information and forecasts
- Balance sheet analysis including right of use for assets, regulatory approvals, i.e. licences and Environmental Impact Assessments, etc.

**Key Performance Areas**:
**1. Sales Targets and Client Relations**
- Reviews targets set and plans approach to achieving goals
- Plans for client canvassing approaches on a weekly basis
- Sell the land Bank to prospective clients as well as through cross sales with existing clients
- Identifies potential clients and follows up on interest
- Deals with client queries as the first point of contact and resolves issues

**2. New Client Reviews and Application Advice**
- Meet with potential clients and determine funding need and/or request information memorandum or deal teaser for specialised funding such as acquisitions
- Do pre-screening for both Land Bank debt and funds under administration
- For new structures and or mandate border cases prepare deal forum paper for Executive Credit Committee (“**ECC**”)

**3. Existing Client Reviews and Negotiations**
- Analyse latest audited financial performance, new year budget, security, risk rating and covenant compliance with supporting business unit reports from AEA, PIMS and Legal
- Assess client continued funding needs, and identify and assess opportunity to provide increase in facilities
- Should early warning signals be applicable recommend possible restructuring of commitments, waiving of potential covenant breaches, establishing of additional security, etc.
- Report on events after balance sheet date and client management outlook for new financial year

**4. Institutional Assessment**
- For viable or potential clients conduct full institutional assessments
- Assess client’s management expertise, experience and skill mix
- Shareholding structure and Shareholders Agreement, and if applicable Subscription Agreement, constitutional documents, assessment of individual shareholders and directors as well as project operating structure
- Organisational structure and the extent to which it supports strategy execution
- Governance set up, board of directors, board committees and charters, complementarity of board skill mix, etc.

**5. Finalising Proposed Loan Application**
- Negotiate indicative term sheet with applicant and recommend for approval
- Present transactions at Deal Forum and Credit Committees and regularly attend ECC meetings to report on matters arising and annual review list

**6. Stakeholder Relationship Management**
- Adopt a customer service ethos.
- Build, foster and maintain consistent, effective and strong relationships with existing and new clients within the allocated portfolio
- Follow the operational plan to ensure a consistent and meaningful customer visitation programme, including onsite visits.
- Keep all stakeholders regularly informed of the status of the projects and, or transaction/s.

**7. Compliance and Risk Management**
- Assess risks and early warning signals on existing and new clients and propose solutions to the relevant support units and line management through the appro

  • Cb&si Specialist: Service and Fulfilment

    4 months ago

    Centurion, South Africa Land Bank Careers Full time

    **Job Advert Summary**: The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa’s only specialist agricultural bank established in 1912, the bank’s sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to...

  • Relationship Manager: Cb&si

    4 months ago

    Centurion, South Africa Six Sense Full time

    A well-established business is seeking to appoint a Relationship Manager: CB&SI (Head Office) The Relationship Manager is responsible for fostering single-client ownership throughout the entire client lifecycle. The Relationship Banker is responsible for the end-to-end Client Relationship Management, and Client Experience Management. **Minimum Education...

  • Cb&si Specialist: Service and Fulfilment

    4 months ago

    Centurion, South Africa Six Sense Full time

    A well-established business is seeking to appoint a CB&SI Specialist: Service and Fulfilment (Head Office) **Minimum Education and Experience**: - NQF Level 5 or a Relevant 3-year qualification: BTech in Accounting or Risk Management, Undergraduate Degree in Accounting / Commerce / Risk Management / Investment Management. - Post qualification experience...

  • Im Portfolio Manager

    7 months ago

    Centurion, South Africa Exxaro Recruitment Full time

    **Job Advert Summary**: **PURPOSE**: - To define, maintain and manage the execution of an active Information Management portfolio derived from the Company’s business strategy and business plans and aligned with Information Management strategy. - To define, maintain and execute a 3-5-year balanced Information Management Portfolio per Business Unit within a...

  • Head: Legal Client Agreements

    4 months ago

    Centurion, South Africa Land Bank Careers Full time

    **Job Advert Summary**: Manages and implements the legal risk capabilities across the Land Bank, creates frameworks and plans to support legal capability. To create and manage the corporate and commercial legal capability that is recognised as a valuable and strategic partner to support the business of the Bank To effectively support the Land Bank Corporate...

  • Director, Relationship Management

    3 months ago

    Centurion, South Africa S&P Global Full time

    **About the Role**: **Grade Level (for internal use)**: 12 **The Role**: The Relationship Manager is a non-sales position which leverages knowledge of the Energy Industry to enhance relationships with customers and help them realize bottom line benefits from the use of S&P Global Commodity Insight products. Due to the breadth of knowledge the RM brings to...

  • Merl Advisor

    5 months ago

    Centurion, South Africa Jhpiego Full time

    Overview: To lead the design and implementation of monitoring and evaluation activities for the RISE programme, including capacity building of partner organizations in the areas of monitoring, evaluation, and reporting (MER). **Responsibilities**: ***M&E Plan and Systems Support** - Lead the development of the Monitoring, Evaluation, Reporting and Learning...

  • Strategic Relationships Manager

    1 day ago

    Centurion, South Africa IQVIA Full time

    IQVIA is looking for a** Strategic Relationships Manager **for retail clients with specific focus on consumer health brands. This is a critical new role to expand our consumption data feeds for consumer health brands. **DETAILED JOB DESCRIPTION** **Retail data supply relationship management**: - Establish relationships with key retail clients active in...

  • Strategic Relationships Manager

    1 week ago

    Centurion, South Africa IQVIA Full time

    IQVIA is looking for a **Data Supplier Relationship Manager** This is a critical role for new and current data supplier relationships, contract negotiations, business insights, new data opportunities. Critical to drive Consumer health relationships, MedTech pharmacy software vendors. **DETAILED JOB DESCRIPTION** Data supply relationships management: -...

  • Customer Relationship Manager

    1 week ago

    Centurion, South Africa Ziyana Business Consulting Full time

    About the Role We are currently seeking a Customer Relationship Manager to manage the relationship with current and potential customers to across all our service offerings and contribute to strategic development of service offering. **Qualifications, Skills and Experience**: - Grade 12 - Relevant qualification in Marketing/Sales/Operations - Minimum 3...

  • Customer Relationships Manager

    3 weeks ago

    Centurion, South Africa Armstrong Appointments Full time

    **PURPOSE OF THIS ROLE**: The main purpose of this position is to play a vital role in the continued stability and growth of the company, by serving as the front-line representative of the company brand. The customer relationship manager is part of a supportive service-oriented team. **ROLES AND RESPONSIBILITIES**: - Identify and resolves customer...

  • Merl Officer

    3 months ago

    Centurion, South Africa Jhpiego Full time

    Overview: To support the design and implementation of monitoring and evaluation activities for the RISE programme, including capacity building of partner organizations in the areas of monitoring, evaluation, and reporting (MER). **Responsibilities**: **M&E Plan and Systems Support** - Support the development of the Monitoring, Evaluation, Reporting and...

  • Relationship - Business Manager - Laudium

    1 week ago

    Centurion, South Africa Dante Personnel Full time

    Gauteng, Centurion - (Negotiable)- An International banking institution is looking for a Relationship - Business Manager to join their team at their Laudium branch. **Minimum requirements**: - Relevant related qualification - Minimum of 5-8 years' experience required in a similar role **Consultant**: **Monja de Kock** **- Dante...

  • Data Supplier Relationship Manager

    5 days ago

    Centurion, South Africa IQVIA Full time

    Data supply relationships management: - Regular face to face interaction with key data suppliers to maintain critical data supply relationships, negotiation of data supply fees, identification of new data sources, contract negotiation - Drive the activities required to set up a new data supplier i.e. FTP feeds, internal training, commercial alignment for...

  • Junior Broker Relationship Manager: Short-term

    4 days ago

    Centurion, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time

    **PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups and we encourage people with disability to apply.** **Job description**: The Junior...

  • Dealership Customer Relationship Manager

    5 days ago

    Centurion, South Africa Sydsen Full time

    Our client, a well-established automotive dealership, is looking for an experienced **Customer Relationship Manager (CRM) **to join their team, based in Centurion. **Requirements**: - Minimum of 5 Years Motor Retail experience with customer handling / relations experience - Post Matric Qualification - Bilingual - English and Afrikaans - Ability to work...

  • Customer Relationship Specialist

    7 months ago

    Centurion, South Africa Bidvest Facilities Management Full time

    To provide business development support to the business engaging with customers to assess service satisfaction, ensure contract retention and support new business acquisition. **KEY PERFORMANCE AREAS (KPAs)** Develop an annual CRM plan that outlines annual objective, planned engagements, new initiatives, research etc. Monthly report on planning and outcomes...

  • Service Account Manager

    3 weeks ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** As a Service Account Manager in the Momentum Investments Retail, Service and Operations team, you will be one of Momentum’s brand representatives. **Role Purpose** As a Service Account Manager your aim will be to increase client loyalty through effective and efficient service to our top supporting clients. By building sound...

  • Service Account Manager

    8 months ago

    Centurion, South Africa Momentum Investments Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.- **Role Purpose** - As a Service...

  • Financial Relationship Builder

    3 weeks ago

    Centurion, South Africa The Change Lab Full time

    **Introduction** This company, founded over 29 years ago, is continuing to expand and we are looking for some special people to join our team. With our large client base your success is determined by the effort you put in. Rewarding remuneration structure across all product lines. We are one of very few financial advisory firms to offer face-to-face...