Relationship Manager

3 months ago

East London, South Africa Nedbank Full time

**Job Classification**

**Requisition **135880 - Melissa Cloete**Cluster** - Nedbank Wealth Cluster - Nedbank Insurance Division**Location** - East London**Closing Date**:

- 20 September 2024- Job Family- Sales And Services
- Career Stream- Sales
- Leadership Pipeline- Manage Self: Technical
- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.

**Responsibilities**:

- Partner with **_commercial banking_** segment business managers to identify and obtain new business referrals for short-term insurance and progress these towards quotes and sales.
- Maintain sound relationships and an engagement model with both internal and external stakeholders.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).
- Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
- Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
- Follow laid down processes in opening of accounts by using checklist and account opening matrix.
- Complete weekly compliance training and assessment online to keep up to date on changes.
- Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
- Action daily control reports and attach correct documentation.
- Identify new clients and their needs through needs analysis and provide a suitable solution.
- Cross sell to existing clients by establishing need through financial fitness discussions.
- Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
- Ensure that every deal done is priced in line with Business Unit objective and strategy.
- Generate revenue through charging for ad hoc services provided to clients.
- Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
- Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
- Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
- Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
- Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
- Adhere to the ask once promise to clients according to Nedbank strategy.
- Build relationships with clients through regular contact and having an individual interest in them.
- Network with internal stakeholders to collaborate in order to provide complete solution to clients.
- Obtain regular feedback from clients by requesting completion of feedback forms.
- Mitigate risk to Nedbank by identifying and verifying clients manually or using relevant technology.
- Adhere to clean desk policy to minimise risk of exposing client confidentiality.
- Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

**Job Responsibilities Continue**

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Essential Qualification- Bachelor of Commerce: Banking or Accounting
- Regulatory Exams
- FAIS Key Individual/ Representative
- Short-term Insurance full qualification Personal Lines and Commercial lines
- Minimum Experience Level- 3-4 years' within a Bank dealing with bankers and lead generation.
- 5-7 years' experience in short-term insurance
- Commercial lines in an intermediary/ Broker role

**Technical / Professional Knowledge**
- Business terms and definitions
- Data analysis
- Governance, Risk and Controls
- Nedbank policies and procedures
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Nedbank culture
- Cluster Specific Operational Knowledge
- Banking knowledge
- Behavioural Competencies- Continuous Learning
- Energy
- Advancing Sales Discussions
- H

  • Relationship Manager

    6 months ago

    East London, South Africa Sanlam Full time

    About the Company- 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...

  • Sales and Relationship Manager

    1 month ago

    East London, Eastern Cape, South Africa Profile Personnel Full time

    Sales and Relationship ManagementWe are looking for a skilled Sales and Relationship Manager to join our team at Profile Personnel.Key Responsibilities:Build and maintain strong relationships with existing customers to encourage repeat business.Assist the sales team with product knowledge, pricing, and order processing.Manage the order fulfilment process,...

  • Relationship Manager-1

    3 weeks ago

    East London, South Africa FirstRand Namibia Limited Full time

    Time left to apply End Date: November 29, 2024 (6 days left to apply) Job requisition id R25418 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...

  • Client Relationship Manager

    3 weeks ago

    East London, Eastern Cape, South Africa E2E Staffing (PTY) LTD Full time

    E2E Staffing (PTY) LTD is seeking a highly skilled Client Relationship Manager to join our team.As a key member of our studio, you will play a vital role in building and maintaining strong relationships with our clients. Your primary responsibility will be to ensure seamless client onboarding, effective communication, and exceptional customer...

  • Key Stakeholder Relationship Manager

    1 month ago

    East London, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    About the Role:We are seeking an experienced Project Management and Implementation Specialist to lead the implementation of new systems and technologies for our clients.Key Responsibilities:Manage the planning, coordination, and execution of systems implementation projects, ensuring timely delivery and within budget.Collaborate with stakeholders to...

  • Customer Relationship Marketer

    6 months ago

    East London, South Africa Eduvos Full time

    **Job Advert Summary**: Eduvos is looking to hire the services of a Customer Relationship Marketer based at our East London campus. **Meaning of Eduvos** The word Eduvos comes from the concept of your education. The “Edu” part of Eduvos talks about education and taking custodianship and responsibility. The “Vos” part of Eduvos talks about you,...

  • Relationship Consultant- Eastern Cape

    6 months ago

    East London, South Africa Metropolitan Life 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** - Attract, acquire and...

  • Relationship Executive

    4 weeks ago

    East London, South Africa Absa Group Full time

    Relationship Executive - Small Business (FAIS) Apply Remote Type: Hybrid Locations: Port Elizabeth Time Type: Full Time Posted On: Posted Yesterday Time Left to Apply: End Date: November 15, 2024 (1 day left to apply) Job Requisition ID: R-15969276 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history...

  • Enterprise Relationship Strategist

    2 days ago

    East Rand, South Africa Headhunters Full time

    We are seeking an experienced Enterprise Relationship Strategist to join our team at Headhunters. As a Key Account Manager, you will play a crucial role in driving business success by effectively managing client relationships.Key ResponsibilitiesCultivate and maintain strong relationships with clients, including architects, quantity surveyors, and other key...

  • Customer Relationship Manager

    6 months ago

    East Rand, South Africa Property24 Full time

    **Requirements**: - Matric, relevant tertiary qualification would be an advantage - 3 to 5 years experience in sales - Proven sales track record - Good working knowledge of MS Office - Good command of English and Afrikaans (written and verbal) - Valid driver’s license and own reliable vehicle - Excellent interpersonal, communication, marketing and...

  • Portfolio Manager

    1 month ago

    East London, Eastern Cape, South Africa Staff Unlimited Recruitment Full time

    Duties and Responsibilities:New Business: Identify and pursue new business opportunities to grow the portfolio.Relationship and Property Management: Foster strong relationships with third-party BC / HOA properties, ensuring effective communication and timely issue resolution.Report Writing: Compile and present regular reports on portfolio performance,...

  • Portfolio Manager

    1 month ago

    East London, Eastern Cape, South Africa Work Africa Full time

    Job Title: Property Portfolio OfficerCompany: Work AfricaAs a Property Portfolio Officer at Work Africa, you will be responsible for managing our third-party Body Corporate/HOA portfolio, driving revenue growth, and maintaining strong relationships with existing properties.Key Responsibilities:Ensure efficient and effective administration and management of...

  • Client Relationship Manager

    6 months ago

    East Rand, South Africa Astor Automotive Staff Full time

    **AUTO BODY (PANEL SHOP) EXPERIENCE IS PREFERRED FOR THIS POSITION** Our client is a premier auto body repair shop, dedicated to providing high-quality services to their clients. We are looking for an experienced and motivated Client Relationship Manager to join our team and help us maintain and grow our client base. You will partially perform Service...

  • Branch Manager

    1 month ago

    East London, South Africa Jobted ZA C2 Full time

    This role involves ensuring efficient branch operations, meeting financial targets, and maintaining high standards of client service. The ideal candidate is a strategic thinker with strong leadership skills, a focus on continuous improvement, and a proven track record in managing branch operations within the logistics industry. Key Responsibilities: -...

  • Portfolio Manager

    3 weeks ago

    East London, Eastern Cape, South Africa E2E Staffing (PTY) LTD Full time

    Job Title: Portfolio ManagerWe are seeking a skilled and experienced Portfolio Manager to join our team at E2E Staffing (PTY) LTD. As a Portfolio Manager, you will be responsible for overseeing the management of Sectional Title Schemes and HOAs, ensuring efficient and effective administration and management of owner and trustee relationships.Key...

  • Procurement Manager/Buyer

    1 month ago

    East London, Eastern Cape, South Africa Abantu Staffing Solutions Full time

    Procurement Manager/Buyer Job DescriptionAbantu Staffing Solutions is seeking a skilled Procurement Manager/Buyer to lead and manage a team of procurement professionals. The ideal candidate will have a proven track record of successful procurement management, with experience in supplier relationship management, pricing strategies, and procurement budgets.Key...

  • Waste Management Specialist

    4 weeks ago

    East London, Eastern Cape, South Africa Level-Up Full time

    Job Description:This role is responsible for managing waste and refuse within various municipalities and the Facilities Management team. The successful candidate will work to reduce waste costs, ensure accurate billing, and manage relationships with municipalities and service providers.Main Responsibilities:Verify municipal utility accounts for accuracy in...

  • Branch Manager

    2 months ago

    East London, South Africa Switch Recruit Full time

    This role involves ensuring efficient branch operations, meeting financial targets, and maintaining high standards of client service. The ideal candidate is a strategic thinker with strong leadership skills, a focus on continuous improvement, and a proven track record in managing branch operations within the logistics industry.Key Responsibilities:Leadership...

  • Branch Manager

    1 month ago

    East london, South Africa Switch Recruit Full time

    This role involves ensuring efficient branch operations, meeting financial targets, and maintaining high standards of client service. The ideal candidate is a strategic thinker with strong leadership skills, a focus on continuous improvement, and a proven track record in managing branch operations within the logistics industry.Key Responsibilities:...

  • Retail Manager

    6 months ago

    East London, South Africa Motus Aftermarket Parts Full time

    **Midas** is searching for a **Retail Manager** to join the branch in **King Williams Town**, the purpose of this position is to ensure growth and success for the entire branch, reach financial targets and profits. **Requirements**: - Matric or - Tertiary business qualification - Desirable - Minimum of 10 years’ experience in automotive aftermarket...