Relationship Manager

Job Overview

This position involves managing and expanding a portfolio of client relationships within the Banking Sub-Segment. The role focuses on proactively identifying business opportunities, acquiring new clients, and delivering customized financial solutions from a range of standard and tailored offerings. The objective is to provide exceptional value to clients while enhancing revenue growth and ensuring client retention.

Core Responsibilities

• Oversee and develop a client portfolio through active relationship management and strategic engagement.
• Perform periodic client reviews to assess changing financial requirements and provide tailored financial products.
• Identify and pursue cross-selling and upselling opportunities across various banking products to fulfill growth targets.
• Formulate and implement a growth strategy for the sales portfolio aligned with business and segment goals.
• Deliver outstanding service that surpasses customer expectations by proposing innovative and appropriate solutions.
• Recognize client needs and promote customized financial services alongside encouraging digital banking adoption.
• Build and sustain a robust network of business and social contacts to support continuous revenue generation.
• Organize networking events, seminars, and client engagement activities to strengthen business relationships.
• Work collaboratively with internal teams to ensure smooth service delivery and maximize client satisfaction.
• Track customer satisfaction metrics and resolve any queries or complaints swiftly and professionally.
• Adhere to regulatory and internal compliance requirements rigorously.
• Maintain accurate client documentation and ensure timely reporting.
• Contribute to branch or segment profitability through revenue growth, cost management, and effective use of resources.
• Take ownership of performance targets and consistently achieve sales and service objectives.

Key Competencies

• Proven ability in relationship management, developing and maintaining long-term client connections.
• Strong business development skills with the ability to discover and convert new opportunities.
• Financial analysis capability to interpret financial statements and evaluate business success.
• Comprehensive knowledge of banking products and services.
• Excellent customer service skills with the ability to resolve client issues efficiently.
• Understanding of risk, compliance, anti-money laundering (AML), and know your customer (KYC) regulations.
• Client-centric approach with excellent communication and influencing skills.
• Proficient in networking and relationship building.
• Result-driven and commercially minded with problem-solving and decision-making abilities.
• Planning, organizing, resilience, adaptability, and teamwork skills.

Education and Experience

• Bachelor's degree in Banking, Finance, Business Administration, Economics, Commerce, Marketing, or related disciplines.
• Postgraduate qualification in Business Management, Finance, or Banking advantageous.
• Minimum of five years’ experience in relationship management, business or commercial banking, sales, or related financial services.
• Demonstrable experience managing client portfolios and meeting sales and revenue objectives.
• Experience handling portfolios of SME, commercial, or corporate clients.
• Exposure to credit assessment, lending solutions, and cash management services.
• Proven record of portfolio growth, revenue increase, and client retention.

Additional Information

Applications must be submitted before the closing date of 26 August 2026. No applications will be accepted after this date. Recruitment aligns with FirstRand Group’s Employment Equity policies, supporting the employment and advancement of individuals with disabilities. Candidates may voluntarily disclose disability status confidentially unless legally required otherwise.