Manager Relationship Growth

To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding solutions.

• Develop and execute strategic plans to grow and retain a portfolio of high-value Growth Segment clients ensuring long-term profitability and client satisfaction.
• Conduct thorough financial analyses and risk assessments to identify opportunities for business growth and mitigate potential risks within the entrepreneurial environment.
• Provide expert advice and tailored financial solutions to meet the complex needs of high-value clients demonstrating a deep understanding of their business operations and industry-specific challenges.
• Proactively manage client relationships through regular engagement anticipating needs and delivering high-end differentiated services that exceed expectations.
• Collaborate with internal stakeholders to develop and implement value-adding solutions that address clients' evolving financial requirements and support their business growth objectives.
• Prepare and present comprehensive credit applications ensuring all necessary documentation is accurate, complete, and compliant with organisational and regulatory standards.
• Monitor and analyse portfolio performance identifying trends and opportunities for improvement and implementing corrective actions when necessary.
• Stay abreast of industry developments, market trends, and regulatory changes that may impact clients' businesses providing timely and relevant insights to support informed decision-making.
• Cultivate and maintain a network of professional contacts within the business community to facilitate client introductions and identify new growth opportunities.
• Contribute to the development and refinement of departmental strategies, policies, and best practices to enhance overall portfolio performance and client satisfaction.

Qualifications:

Essential Qualifications:

• Minimum NQF7 qualification in Business Commerce
• FAIS competency certification

Professional Experience:

• Minimum 5 years in a client-facing sales role preferably within the banking sector
• Demonstrated expertise in managing portfolios within the entrepreneurial environment
• Proven track record in understanding business operations, risk assessment, and financial requirements pertaining to the entrepreneur market
• Prior experience as an Account Analyst or in a Relationship Management role with responsibility for servicing business customers and preparing credit applications

Preferred Experience:

• Background in agricultural finance and operations
• In-depth understanding of business risks and industry-specific challenges
• Proficiency in financial analysis and credit assessment
• Strong relationship management and client retention skills
• Ability to provide high-end differentiated service and value-adding solutions

Candidates must meet all essential qualifications and demonstrate a majority of the key competencies to be considered for this critical role. The successful applicant will be instrumental in driving growth and maintaining high-value relationships within our organisation.

Key Skills:

Business Development, Sales Experience, Loyalty Marketing, Portfolio Management, Wealth Management, Financial Services, Algebra, Territory Management, Banking, Relationship Management, Customer Relationship Management, Geometry