Relationship Manager

7 days ago


Sandton, South Africa Bidvest Bank Full time

Primary Purpose


To develop and implement account plans and strategies to maximize client satisfaction, retention, and revenue growth. To foster and manage relationships with clients on a national level, contributing to the success of the fleet management business. To deliver proactive service management and drive growth of existing client base and increase profitability. 

Minimum Requirement

  • Diploma in Finance, Accounting, Business management, Commerce, Fleet and Leasing management, Sales and Marketing
  • Minimum 5 years experience within the Fleet industry, preferably with Fleet Sales Experience
  • Previous Account Management/client relationship management or Sales/Business Development experience.

Competencies

  • Value Management
  • Account Management
  • Sound negotiation skills
  • Financial Acumen - Interpret financial statements.
  • Expanding and identifying opportunities
  • Commercial acumen and client focus
  • Excellent presentation, communication and problem solving.
  • Networking ability and relationship building
  • Sound understanding of fleet and leasing business.
  • Good understanding of credit, risk and project management
  • Fostering Client Relationships
  • Data Analysis and interpretation

Duties and Responsibilities 

FINANCIAL MANGEMENT

  • Motivate and process quality credit applications timeously.
  • Achieve individual targets, identifying activities to achieve Payout NIR, NII Targets.
  • Improve Debtors collection rate.
  • Meet set monthly payouts.
  • Track control and influence activities to increase sales efficiencies, actively retaining and growing existing customer base.

CUSTOMER CENTRICITY

  • Customer management and service delivery, staying abreast of challenges that clients are facing in their industries and devise strategies to create value through financial and non-financial solutions.
  • Collaborate with clients to understand their business goals and objectives, providing strategic recommendations and solutions to help them achieve success.
  • Serve as the primary point of contact for national representation in clients, fostering positive and productive relationships.
  •  Provide ongoing and relevant advice to client on optimization of fleet, considering regional information where relevant.
  • Engage Clients understanding queries and complaints displaying a willingness to ensure client expectations are met.
  • Ensure successful retention of existing customers in the assigned portfolios by strengthening and expanding relationships.
  • Lead client interactions on a national level to present performance results and provide information on specific issues, including regional stakeholders as and when required.

SALES MANAGEMENT

  • Retain and grow the existing client base, identifying opportunities and activities for additional business through cross-selling and upselling of services and products.
  • Conduct ongoing and accurate territory and portfolio analysis to identify business potential and ensure that this forms part of the basis of service and call objectives.
  • Prepare and motivate pre credit forum and credit committee papers.
  • Proactively identify opportunities to renew and extend contracts before they expire, leveraging insights from ongoing client interactions and feedback.
  • Broaden business value and develop ways to enhance value proposition and competitive advantage of the offerings available to the client. Adding value to client's eco system through financial and non-financial solutions
  • Actively work with the client to identify strategic opportunities and operational cost efficiencies, understanding their needs and maintaining a client solution orientation.
  • Stay informed about industry trends, market dynamics, and competitor activities related to fleet management services.
  • Identify opportunities for additional business and increased facilities.
  • Conduct market research and competitive analysis to identify new opportunities, threats, and areas for differentiation

OPERATIONAL EXCELLENCE

  • Manage SLAs through reporting and reviews including identifying exceptions and corrective actions.
  • Manage the Vehicle Replacement Program to ensure a modern, efficient, and cost-effective fleet is maintained within the portfolio.
  • Facilitate fuel cards ordering, licensing, traffic fines management, insurance related queries.
  • Project management of roll out and onboarding of clients
  • Assess client fleet utilization, and present restructure proposal in line with contracted parameters, maximizing opportunities within parameters of the contract.
  • Proactively co-ordinate clients and internal stakeholders to facilitate the placement of orders.
  • Co-ordinate and follow-up on all activities required during new vehicle handover, renewal and end ofcontract, termination processes ensuring quality and service levels are met.
  • Escalate complex or high-priority issues to appropriate management levels for timely resolution

GOVERNANCE, RISK & COMPLIANCE

  • Review contract conditions approved by the credit committee and ensure the tracking of requirements as the contract is implemented and managed
  • Monitor and manage (in collaboration with internal business partners) the delivery of service in line with service level agreements, standards.
  • •Identify proactive actions to be put in place to minimize incurring penalties.
    •Ensure adherence to legislation and regulatory requirements e.g. Fica, KYC management
    •Ensure accurate preparation and signing of all legal agreements and documents.
    •Adhere to internal risk and compliance procedures and processes for client onboarding, management and credit sanctions.
    •Complete all compliance training within laid down timelines.

INTERPERSONAL SKILLS

  • Professional conduct
  • Demonstrate highly developed interpersonal relations.
  • Maintain a positive attitude towards customers.
  • Tenacity
  • Integrity
  • Outspoken & Friendly

This position is advertised in line with our commitment to Employment Equity.


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