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Account Manager

2 weeks ago

Johannesburg Metropolitan Area, South Africa Roadbridge Full time R900 000 - R1 200 000 per year

Job Overview

We are seeking a dynamic and experienced Account Manager to join our team. In this role, you will be responsible for managing client relationships, assessing bridging finance needs, and ensuring seamless service delivery. The position involves significant travel to meet clients in person, build trust, and facilitate on-site consultations. If you have a background in bridging finance or working with the Road Accident Fund, and thrive in a fast-paced, client-facing environment, we want to hear from you

Key Responsibilities

  • Build and maintain strong relationships with clients, including those involved in RAF claims or requiring short-term bridging loans.
  • Conduct in-person meetings and site visits to assess client needs, explain financing options, and close deals.
  • Travel regularly to clients across [relevant regions, e.g., Gauteng and surrounding areas], managing your schedule efficiently.
  • Evaluate loan applications, ensure compliance with regulatory requirements, and coordinate with internal teams for approvals.
  • Provide expert advice on bridging finance products, tailoring solutions to individual client circumstances.
  • Monitor account performance, handle inquiries, and resolve issues promptly to ensure high client satisfaction.
  • Collaborate with sales, legal, and operations teams to streamline processes and improve service delivery.
  • Achieve monthly targets for new accounts and loan disbursements.

Requirements

  • Proven experience in bridging finance or working directly with the Road Accident Fund (RAF) – essential.
  • Minimum 3-5 years in account management, sales, or a client-facing role within the financial services sector.
  • Strong understanding of short-term lending, credit assessment, and regulatory compliance in finance.
  • Excellent communication and interpersonal skills, with the ability to build rapport quickly.
  • Willingness and ability to travel extensively (valid driver's license and own vehicle required; travel expenses reimbursed).
  • Proficiency in Microsoft Office Suite and CRM software.
  • Bachelor's degree in Finance, Business, or a related field preferred.
  • Self-motivated, organized, and able to work independently.