Relationship Manager

Recruiter:

MnT People Solutions

Job Ref:

Date posted:

Monday, October 13, 2025

Location:

Port Elizabeth, South Africa

Salary:

800k

SUMMARY:
We are looking for a Relationship Manager to generate revenue for the company by sourcing new clients and proactively managing the account to maximize profitability.

POSITION INFO:

The Relationship Manager is responsible for generating revenue for the company by sourcing new clients and proactively managing the account to maximize profitability, to oversee 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.

Key responsibilities

FINANCE:

Sales

To proactively cold call and find new clients for Bidvest to meet the monthly revenue target.
To educate and promoting Bidvest’s 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.

Porfolio 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:

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 client’s business in relation to the current economic climate and educating the client on Bidvest’s 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.

Qualification and experience

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
NQF 6 - BCom – Banking, Finance, Commercial
Completed within allocated time- lines as prescribed by FSCA
Recognized as per FSCA Relevant Financial qualification
2 years, Previous Business Banking and Relationship Management Sales experience, with exposure to financial services
At least five years + of sales experience in a business banking and financial services industry
Account management

Knowledge and skills

Sound understanding of business banking sales
Customer relationship Management
Good knowledge of sales and service principles
Negotiating skills
Presentation skills
Good Communication Skills
Networking ability
Ability to sell
Good written and spoken skills in English and Swahili
Strong credit analysis, documentation and relationship management skills
Ability to assess customer needs and sell products that suits client needs
Possess in-depth understanding and knowledge of Banking Products
Proven sales experience in a client relationship role within banking
Ability to work to deadlines with and work under pressure

Personel competencies

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

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