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Relationship Manager
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4 months ago562 views
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General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description
Applicants are required to meet the following criteria:
The successful applicant would be responsible for, but not limited to:
Salary: Market related
To apply email detailed CV and all supporting documentation through to
- 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
https://www.executiveplacements.com/Jobs/R/Relationship-Manager-1204192-Job-Search-07-17-2025-10-34-08-AM.asp?sid=gumtree
Id Subtitle 1330264764
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Executive Placements
Selling for 10+ months
Total Ads4.83K
Active Ads4.83K
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4.83KTotal Ads
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Minimum RequirementsMatric (essential)A tertiary qualification (advantageous)35 years administrative experience in a corporate-type environmentMust reside in GqeberhaStrong command of English, understanding Afrikaans will be an advantageKey ResponsibilitiesProvide day-to-day administrative and office supportAssist with document preparation, filing, and record-keepingMaintain client information and ensure accurate data managementSupport financial planners with workflow coordination and general admin tasksHandle email and telephonic communication professionallyAssist with scheduling, diary management, and meeting preparationsCompetencies & AttributesExcellent organisational and time-management skillsStrong attention to detail and high level of accuracyProfessional communication and interpersonal skillsAbility to work confidently in a corporate, client-focused environmentProficiency in MS Office (Word, Excel, Outlook)Reliable, well-presented, and able to maintain confidentiality
https://www.jobplacements.com/Jobs/A/Administrator-1244300-Job-Search-12-03-2025-04-36-06-AM.asp?sid=gumtree
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