Customer Relationship Manager

SUMMARY:
Morningside, Durban. An exciting opportunity exists for a Customer Relationship Manager with a proven track record in sales or business development within financial services, property finance, or trade finance to join a well-established company.

POSITION INFO:

• Identify and pursue new business opportunities across property developers, attorneys, brokers, and SMEs
• Generate quality leads through networking, referrals, and strategic outreach
• Present tailored bridging finance and structured lending solutions to potential clients
• Collaborate closely with internal credit and operations teams to structure and close deals
• Keep up to date with market trends, competitor offerings, and regulatory changes
• Provide actionable feedback to help refine products and improve the overall client experience

• Proven track record in sales or business development within financial services, property finance, or trade finance
• Strong interpersonal and communication skills – able to build rapport quickly and influence key stakeholders
• A true “hunter” mindset – proactive, persistent, and results-oriented
• Solid understanding of bridging finance, structured lending, and trade finance
• Self-motivated, target-driven, and able to work independently
• An existing network of property professionals, attorneys, or brokers is highly advantageous
• Familiarity with CRM systems and sales reporting tools