Relationship Manager - Inland

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the Bidvest Bank with the position of Relationship Manager - Inland - Bidvest Bank which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information Relationship Manager - Inland - Bidvest Bank below matches your qualifications. Good Luck: D

Primary Purpose

To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. To develop and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.

Minimum Requirements

Qualifications

• Matric
• NQF5 - National Diploma -
• Finance/Certificate in Banking
• FAIS RE5 Completed within allocated time- lines as prescribed by FSCA
• Recognized as per FSCA Relevant Financial qualification

Experience

• 2 years, Previous Business Banking and Relationship Management Sales experience, with exposure to financial services

Competencies

Knowledge

• Sound understanding of business banking sales
• Customer relationship Management
• Good knowledge of sales and service principles

Technical

• Negotiating skills
• Presentation skills
• Good Communication Skills
• Networking ability
• Ability to sell

Personal

• Own vehicle and valid drivers license
• Business Acumen
• Attention to detail
• Time management (planning skills)
• Teamwork
• Self-motivated
• Resilient

Ideal

Duties and Responsibilities

FINANCE

Sales

• To proactively cold call and find new clients for Bidvest to meet the monthly revenue target
• To educate and promoting Bidvests full product offering to clients to maximize the revenue that can be generated
• Manage the profit margins through providing clients with comparative information on rates and obtaining the best rates for specific banking products
• Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
• Actively grow the client base by agreed target of new acquisitions a month in order to achieve the sales target

Portfolio Management

• Monitor, track and report on sales activity on a periodic basis and to ensure action is taken to meet sales targets.
• Identify opportunities for cross selling and referrals to other product lines through developing a good understanding of client needs
• New revenue opportunities are identified and customer feedback on product

Risk Management

• Comply with governance in terms of legislative and audit requirements
• Understands clients risk profile and balance for individual clients by optimising product mix

CLIENT CENTRICITY

Client Service

• Correctly anticipating and interpreting the clients business requirements in order to get them to bank with Bidvest Bank, sell right product to right client and ability to close deals
• Providing relevant timeous solutions to the client through researching the clients business in relation to the current economic climate and educating the client on Bidvests products
• Providing excellent service that will result in client referrals and new business
• Taking on the role as the primary point of contact for the client, ensuring excellent service levels and quality to clients to ensure the retention of the client and a long term working relationship
• Continuous face to face and telephonic interaction with clients in order to pre-empt and proactively address their needs
• Assist the client with innovative ways to gain maximum benefit from the products e.g. offering right product at right time
• Pro-actively manage the review process of clients facilities, checking, submitting and motivating the business case for approval to credit and legal departments to achieve renewal in the necessary time period. (Providing all necessary documents)
• Train and assist the client on the necessary systems / processes to deal with the Bank in the most efficient way, client education
• Continual awareness of what is going on in the market and economy to provide relevant advise to the client at all times
• On-boarding - signing up client for first time, following the correct processes in terms of compliance, credit application and obtaining the facility with the relevant internal department

Admin Support

• Provide relevant reports in order to track progress
• Review the client files and ensure client information updated
• Update and manage all client interaction on the CRM system

INTERNAL PROCESSES

Process Management

• Successful relationship building with legal, credit, Internal bankers, back office and Treasury in order to achieve clients needs
• Work with legal and credit to ensure that all necessary documents are in place and delivered to clients
• Assist with SARB applications
• Follow up with all parties to ensure that queries are resolved

Training

• Manage own development to increase own competencies
• Ensure all ‘other product training is completed, to equip for cross-selling opportunities
• Ensure all Bidevst Bank mandatory training i.e. Anti-Money Laundry is completed
• Training and keep abreast with FICA, PoPI compliance and legislation
• Meet training deadlines as outlined in PDP
• Keeping abreast of Compliance (FICA) requirements
• Knowledge of Banking products and channels
• FAIS compliance
• Understand the sales cycle

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

Information :

• Company : Bidvest Bank
• Position : Relationship Manager - Inland
• Location : Johannesburg, Gauteng
• Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the Relationship Manager - Inland job info - Bidvest Bank Johannesburg, Gauteng above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies Relationship Manager - Inland job info - Bidvest Bank Johannesburg, Gauteng in 2025-01-23 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.