Relationship Manager: SBS

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REQ Number: 148335

Location: Worcester

Sales and Services

Relationship Management

FAIS Affected

FAIS Affected - Yes

Job Purpose

To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.

Job Responsibilities

• To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client business and household banking needs.

• Deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.

• Improve client service through delivering relevant products and services according to client needs.

• Maintain and build a portfolio of high value, and complex clients.

• Unearth client sales / solution opportunities and execute on these opportunities.

• Undertake thorough needs analysis across all clients spheres of financial influence and ensure clients are entrenched into Nedbank.

• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.

• Build and maintain effective professional relationships with high value profile clients through contact management.

• Deliver banking solutions that meet client needs.

• Understand client's business, personal and household needs.

• Build sound and sustainable client relationships and instil trust among clients that Nedbank is best placed to manage the complexity of their business / personal and household requirements.

• Proactively engage clients in a manner that is relevant to their specific circumstances.

• Collaborate with specialists in client engagements to cross sell and create value based solutions.

• Ensure work is completed to agreed principles, process and procedures; progress reviewed and corrective action taken where necessary.

• Comply with risk standards, policies and procedures through training and development as required by group compliance framework.

• Facilitate clients compliance correctness in line with Nedbank internal and regulatory standards.

• Identify and resolve any work related obstacles and problems and escalate to senior management.

• Contribute to the improvement of policies, procedures, standards and processes by applying own experience and insights where applicable.

• Understand the bank's risk and credit policy and manage client expectations accordingly.

• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.

• Comply with internal standard procedures to facilitate the execution of client requirements.

• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned.

• Identify training courses and career progression for self through input and feedback from management.

• Ensure all personal development plan activities are completed within specified timeframe.

• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.).

• Participate and support corporate responsibility initiatives for the achievement of business strategy.

• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.

Preferred Qualification

• NQF Level 5 or Higher in a Financial or Business-related field essential

• FAIS Accreditation Regulatory Examination Level 1.

Minimum Experience Level

• 2-3 years’ experience in Business Acquisition essential

• 2-3 years' Relationship management experience would be an advantage

• Valid driver's license and own reliable transport is essential

Technical / Professional Knowledge

• Microsoft Office

• Interpersonal Skills/ Client Relationship

• Business writing

• Business terms and definitions

• Relevant regulatory knowledge

• Data analysis

• Business Acumen

• Decision-making process

• Principles of financial management

• Governance, Risk and Controls

Behavioural Competencies

• Building Networks

• Building Trusting Relationships

• Business Acumen

• Driving for Results

• Global Perspective

• Portfolio Management

• Sustaining Customer Satisfaction

• Targeting Sales Opportunities

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