Relationship Manager

4 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

    7 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...

  • Relationship Manager

    2 weeks ago


    East London, South Africa Santam Insurance Full time

    Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more. A position has become available within Santam Marine for a Relationship Manager and will be based in the Moffet On Main Lifestyle Centre (201) Port Elizabeth. What will you do? The candidate will understand premium and...

  • Relationship Manager

    2 weeks ago


    East London, 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...


  • East London, South Africa Complement Recruitment Full time

    **Sales Relationship Manager** **Salary: R35-40K + Full Benefits** *** **Purpose of Position**: *** Complement Recruitment are recruiting for 2 x Customer Sales Relationship Managers, 1 in Nelspruit and 1 in East London. The purpose of both positions is to promote and sell all portfolio products to established and new customers and existing customer...


  • East London, South Africa Bayport Financial Services Full time

    The Regional Relationship Manager is a brand ambassador that visits corporates, municipalities, government departments and trade unions and engages interactively with their employees and members in order to provide money solutions in line with Bayport’s corporate strategy, brand promise and offerings and in line with the Corporate Payroll agreement. - The...


  • 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,...


  • East London, South Africa Afri-Services Full time

    Duties & Responsibilities - Manage all cleaning staff members on allocated sites to ensure an optimum level of work performance. - Visit allocated sites on a daily/weekly/monthly basis to ensure that delegated work was executed correctly, within the relevant time limit, and up to the required standard. - Do site inspections, at any given time. Keep record of...


  • 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...

  • Sales Consultant

    7 days ago


    East Rand, South Africa F & G Sourcing Specialist Full time

    Our short-term insurance client is seeking a **Sales Consultant** to service their East Rand area. **Must reside in the East Rand or surrounding areas.** **Salary**: R350 000 - R450 000 p/a + Fuel Card **Requirements**: - Minimum Matric - regulatory examiniation (RE)accreditation - Relationship management in Broker environment, not negotiable - Previous...


  • 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...


  • 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...

  • Sales Manager

    7 months ago


    East London, South Africa Premier Full time

    We are looking for you!!!!!! In a highly competitive market this position must ensure growth of bread sales in the informal and formal market and, that the delivery of bread is made on time and in full. It is also required that you manage a sales team, as well as to motivate and improve on the sales business as a whole. **Responsibilities**: - Increase...

  • Retail Manager

    2 weeks ago


    East London, South Africa Motus Aftermarket Parts Full time

    **Midas** is searching for a **Branch Manager** to join the branch in **East London**, 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 industry. -...

  • Retail Manager

    7 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...

  • Area Manager

    1 week ago


    East London, South Africa Engen Full time

    **Who You Are**: - You are a negotiator - You have built formidable relationships - You are an expert at data analysis - You are a passionate brand ambassador - You have excellent communication and analytical skills - You have a reputation for integrity - You can successfully hold crucial conversations **Exciting Challenges You Might Face**: - Applies...

  • Portfolio Manager

    4 weeks ago


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

    Job DescriptionWe are seeking an experienced Portfolio Manager to oversee the administration and management of Sectional Title Schemes / HOA's and complex management.Key Responsibilities:New Business: Develop marketing strategies to ensure growth targets are met, prepare and submit proposals for new properties under management.Relationship and Property...


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

    About the Role:We are seeking a highly skilled Property Portfolio Officer to join our team in East London. As a key member of our team, you will be responsible for managing complex relationships with third-party Body Corporate/HOA properties, achieving revenue targets, and maintaining existing relationships.

  • Divisional Manager

    5 days ago


    East London, South Africa TalentLink Full time

    Proactively build relationships with clients and customers and ensure they are kept informed - Effective administration and asset management - Ensure accurate salary input and monitor and control expense claims - Compile Divisional trade visit reports - Monitor competitor innovations - Prepare and compile budget reports (monthly) - Analyze monthly...

  • Key Accounts Manager

    7 months ago


    East London, South Africa Metropolitan Life Full time

    **Introduction** - Metropolitan is one of the oldest financial services brands in South Africa. With a 126-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. - Metropolitan operates in South Africa,...

  • Laundry Manager

    7 months ago


    East London, South Africa Abantu Staffing Solutions Full time

    **Overview**: **Minimum requirements**: - Degree / Diploma in Business Management - Background and/or experience in an Engineering or Technical field (advantageous) - 3+ years of general management experience in a factory, production or hospital environment - Knowledge of process management and logistics. - Proven people management skills. - Previous Union...