Relationship Manager (Banking) – Vryheid

at Likeminds
Location Vryheid, South Africa
Date Posted January 12, 2022
Category Banking
Job Type Full-time
Currency ZAR

Description

A well-established Financial Institution based in Vryheid, is looking for a Relationship Manager.

Agricultural sector experience is advantageous. 

Purpose of the role:

Responsible for management of their function devising implementing and provide input into the customer relationship management strategy. To strategically and operationally manage and grow a portfolio of high revenue generating clients.

Responsibilities:

Finance:

  • Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business
  • Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business
  • Drive an increase in average balance of specific portfolio of liabilities (e.g. Call reports, 32 Day Deposits, Fixed Deposits) as defined in the Financial Performance Report of the Business

Client Services:

  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
  • Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool
  • Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
  • Manage the growth of active customer Account Base to increase client base
  • Maximise Business Portfolio cross sell opportunities and strengthen client relationships
  • Manage the migration of accounts from transactional to Self Service

Process:

  • Define a Sales portfolio growth strategy in line with predetermined growth targets, which are determined on an annual basis through conducting competitor analysis and innovating new value propositions by developing sales initiatives which align with the various segment strategies
  • Ensure effective Data Management by ensuring expired limits are attended to against set target. Prepare credit proposals for review by the Credit Product House.
  • Monitor and evaluate the organisation's success in managing its legal and compliance risks for the Portfolio of Business Account
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data

People:

  • Manage own development to increase own competencies
  • Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies

Qualifications and Experience:

  • Matric / Grade 12
  • Relevant banking degree
  • 5 – 6 years relevant experience
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