Relationship Manager

2 days ago

Umhlanga, South Africa Bidvest Bank Full time

**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
- NQF5 - National Diploma
- Finance/Certificate in Banking
- FAIS RE5 Completed within allocated time
- lines as prescribed by FSCA
- Recognized as per FSCA Relevant Financial qualification

Experience
- 2 years, Previous Business Banking and Relationship Management Sales experience, with exposure to financial services

Competencies

Knowledge
- Sound understanding of business banking sales
- Customer relationship Management
- Good knowledge of sales and service principles

Technical
- Negotiating skills
- Presentation skills
- Good Communication Skills
- Networking ability
- Ability to sell

Personal
- Own vehicle and valid driver's license
- Business Acumen
- Attention to detail
- Time management (planning skills)
- Teamwork
- Self-motivated
- Resilient

**Ideal**

**Duties and Responsibilities**

FINANCE

Sales
- To proactively cold call and find new clients for Bidvest to meet the monthly revenue
target
- To educate and promoting Bidvest's full product offering to clients to maximize the
revenue that can be generated
- Manage the profit margins through providing clients with comparative information on
rates and obtaining the best rates for specific banking products
- Track, control and influence sales activities with the specific aim to increase sales
efficiencies of the team.
- Actively grow the client base by agreed target of new acquisitions a month in order to
achieve the sales target

Portfolio Management
- Monitor, track and report on sales activity on a periodic basis and to ensure action is
taken to meet sales targets.
- Identify opportunities for cross selling and referrals to other product lines through
developing a good understanding of client needs
- New revenue opportunities are identified and customer feedback on product

Risk Management
- Comply with governance in terms of legislative and audit requirements
- Understands clients risk profile and balance for individual clients by optimising product
mix

CLIENT CENTRICITY

Client Service
- Correctly anticipating and interpreting the clients' business requirements in order to get
them to bank with Bidvest Bank, sell right product to right client and ability to close deals
- Providing relevant timeous solutions to the client through researching the client's
business in relation to the current economic climate and educating the client on Bidvest'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
levels and quality to clients to ensure the retention of the client and a long term working
relationship
- Continuous face to face and telephonic interaction with clients in order to pre-empt and
proactively address their needs
- Assist the client with innovative ways to gain maximum benefit from the products e.g.
offering right product at right time
- Pro-actively manage the review process of clients' facilities, checking, submitting and
motivating the business case for approval to credit and legal departments to achieve
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
the most efficient way, client education
- Continual awareness of what is going on in the market and economy to provide relevant
advise to the client at all times
- On-boarding - signing up client for first time, following the correct processes in terms of
department

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 PROCESSES

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
delivered to clients
- Follow up with all parties to ensure that queries are resolved

Training
- Manage own development to increase own competencies
- Ensure all ‘other' product training is completed, to equip for cross-selling opportunities
- Ensure all Bidevst Bank mandatory training i.e. Anti-Money Laundry is completed
- Training and keep abreast with FICA, PoPI compliance and legislation
- Meet training deadlines as outlined in PDP
- Keeping abreast of Compliance (FICA) requirements
- Knowledge

  • People Partner: Relationship Banking Umhlanga

    2 days ago

    Umhlanga, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...

  • Account Manager

    7 days ago

    Umhlanga, South Africa Vodafone Full time

    **Role purpose**: The Account Manager will be required to maintain and improve the existing business and identify; acquire secure new business. The Account Manager will be required to minimize churn and maximize revenues with revenue growth being a key performance indicator. The Account Manager will be responsible to engage different levels of Stakeholders...

  • Portfolio Manager

    7 days ago

    Umhlanga, South Africa Excellerate Full time

    **Main purpose / objective of the position**: To manage a building / cluster of buildings by optimizing the building's income stream by establishing and maintaining mutually beneficial relationships with tenants, manage and control personnel, service contractors, revamps, tenant installations and general building administration. To contribute towards the...

  • Ecommerce Account Manager

    4 days ago

    Umhlanga, South Africa iKhokha Full time

    Company Description iKhokha is one of the fastest-growing fintech companies in Africa. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. Our office is a high performance environment where we push each other to challenge the status quo. If that doesn’t appeal to you, you probably shouldn’t work here. **Job...

  • Leasing Manager

    7 hours ago

    Umhlanga, South Africa Excellerate Full time

    Main purpose / objective of the position: Develop annual leasing strategies and ensure that renewals are completed within determined timeframes as per client requirements. Liaise and negotiate transactions with current and prospective tenants and ensure that the Company’s interests in respects relating to finance, legal and tenant mix are met. Canvassing...

  • Investment Portfolio Manager Ii

    5 days ago

    Umhlanga, 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**: Drive the development of the FNB Wealth and Investments business by providing support to internal distribution, IFA’s and their own network....

  • Commercial Manager

    7 days ago

    Umhlanga, South Africa BET Software Full time

    **We Want You**: We’re searching for a **Commercial Manager** who will embrace a culture that is all about collaboration, diversity, growth and empowerment. In this role, you will be responsible for providing strategic direction, business improvement, and leadership to all levels of our business. Can you provide support in the development, implementation,...

  • Customer Success Manager

    1 day ago

    Umhlanga, South Africa Ukufunda Business Solutions Full time

    Job Overview The Customer Success manager supports your customers as they move along the sale lifecycle. Their focus is on customer loyalty and building long-term relationships with clients. Staying with them as long as they are clients with the business. Key Message Proactively looking out for the client's business suggesting creative and innovative...

  • Senior Portfolio Manager

    1 week ago

    Umhlanga, South Africa Bidvest Facilities Management Full time

    **ROLE PURPOSE** To implement and manage an integrated Facilities Management solution for Clients within the region of responsibility in accordance with the SLA. **MAIN OUTPUTS** - Responsible for driving integrated Facilities Management (FM) services and strategy for the Client - Ensure delivery of efficient FM service as outlined in the Service Level...

  • Assistant F&b Manager

    1 day ago

    Umhlanga, South Africa HotelJobs.co.za Full time

    We are seeking an **Assistant Food & Beverage Manager **for our Hotel in Umhlanga Duties to include: 1. Duty Management - interactive, intuitive, creative, active, visible 2. Staff Supervision & Management - preparedness of staff, grooming, decorum, demeanour and professional etiquette 3. Food & Beverage outlet readiness - clean, well stocked, maintained,...

  • Assistant F&b Manager

    1 day ago

    Umhlanga, South Africa HotelJobs.co.za Full time

    We are seeking a **Junior Assistant Food & Beverage Manager **for our Hotel in Umhlanga Duties to include: 1. Duty Management - interactive, intuitive, creative, active, visible 2. Staff Supervision & Management - preparedness of staff, grooming, decorum, demeanour and professional etiquette 3. Food & Beverage outlet readiness - clean, well stocked,...

  • Regional Manager Trade and Working Capital Sales

    1 day ago

    Umhlanga, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Building Manager

    7 hours ago

    Umhlanga, South Africa The Zone Umhlanga Full time

    Job Description: Responsibilities will include but are not limited to: - Coordinating and overseeing regular building maintenance and repairs. - Handling day-to-day activities of the building. - Managing and directing cleaning and security staff and activities. - Preparing and carrying out emergency protocols and procedures. - Maintaining a safe environment...

  • Account Manager Kzn

    6 days ago

    Umhlanga, 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...

  • Marketing Manager

    3 days ago

    Umhlanga, South Africa Tower Group Full time

    Objectives of the role:Responsible for managing the company's marketing initiatives.Use market research and analysis to direct marketing strategy and planning.Oversee the production of all promotional materials and marketing campaigns.Reports marketing and sales results to Executive team. Key Responsibilities:Product and SalesIdentify target markets and...

  • Real Estate Junior Manager

    1 week ago

    Umhlanga, South Africa Job Crystal Full time

    A very successful Real Estate branch, based in Umhlanga/La Lucia - Durban. Is looking to employ a 2IC/Junior Manager to hand over the below 3 key functions to: - **Coaching and guiding his team of agents**: - **Supporting his team of agents**: - **Recruiting new agents to the fold** Coaching - Servant leader - Always available to help - Warm and humble...

  • Senior Audit Manager

    2 days ago

    Umhlanga, South Africa Precision Placements Full time

    An exceptional opportunity awaits a dynamic individual who will essentially be responsible for overseeing internal audit management and ensuring compliance with regulations, internal policies and group requirements. **Duties and Responsibilities**: - To plan, execute and report Annual Audit plan and calendar in a risk-based manner; ensure that the plan is...

  • Regional Manager Caf Sme

    6 days ago

    Umhlanga, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Coordinator: Maintenance

    1 day ago

    Umhlanga, South Africa Growthpoint Properties Full time

    **Job Title and Job Grade** Coordinator: Maintenance Job grade: B4 **Job Purpose** The purpose of the Maintenance Coordinator is to assist the facilities team. Work closely with the Building and Facilities Managers to ensure Growthpoint building(s) are up to standard. **Role Location** Growthpoint Regional Office, Umhlanga. **Reporting Manager** The...

  • Motorcycle Dealership Manager

    8 hours ago

    Umhlanga, South Africa Astor Automotive Staff Full time

    **THIS POSITION REQUIRES MOTORCYCLE DEALERSHIP EXPERIENCE** Are you passionate about motorcycles and ready to lead a dynamic team? We’re searching for an experienced Motorcycle Dealership Manager who’s ready to take on the challenge of running a challenging dealership, keeping both the team and our customers at the heart of everything you do. You will be...