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Relationship Manager

4 months ago562 views
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General Details
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description
Applicants are required to meet the following criteria:

  • Grade 12 with NQF6 (BCom) in Banking, Finance / Commercial and FAIS RE5
  • 5+ years sales experience in a business banking and financial services industry (account management experience)
  • Good communications skills in English. Swahili literacy advantageous
  • Strong credit analysis, documentation and relationship management skills
  • In depth knowledge of banking products
  • Proven sales experience in a client relationship role within banking
  • Ability to work to deadlines with and work under pressure
  • Valid drivers, own vehicle and willing to travel to clients when needed
  • Role is eligible for a combined remote / office setup

The successful applicant would be responsible for, but not limited to:

  • Sales cold call and find new clients; educate/promote full product offering; manage profit margins; track, control and influence sales activities; actively grow the client base by agreed target
  • Portfolio Management monitor, track and report on sales activity; identify cross selling opportunities
  • Risk Management comply with governance; under clients risk profile
  • Client service anticipate / interpret clients requirements; primary point of contact for client; face to face & telephonic interactions; gain maximum benefit from the products; pro-actively manage the review process of clients facilities; train and assist the client on the necessary systems/processes; provide relevant advice to clients; on boarding of clients
  • Admin support reporting; review client files; update/manage CRM system
  • Process management relationship building with legal, credit & treasury; assist with SARB applications; ensure queries are resolved
  • Training Ensure mandatory product training is completed; keep updated with compliance and legislation; meet training deadlines; keep updated with FICA requirements; banking product & channel knowledge; FAIS compliance; understand sales cycle

Salary: Market related

To apply email detailed CV and all supporting documentation through to

Id Subtitle 1330264764
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Executive Placements
Selling for 10+ months
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