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  • Posted: Mar 14, 2022
    Deadline: Not specified
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    Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
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    Relationship Manager

    Job Purpose

    • To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.

    Job Responsibilities

    • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).
    • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
    • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
    • Follow laid down processes in opening of accounts by using checklist and account opening matrix.
    • Complete weekly compliance training and assessment online to keep up to date on changes.
    • Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
    • Action daily control reports and attach correct documentation.
    • Identify new clients and their needs through needs analysis and provide a suitable solution.
    • Cross sell to existing clients by establishing need through financial fitness discussions.
    • Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
    • Ensure that every deal done is priced in line with Business Unit objective and strategy.
    • Generate revenue through charging for ad hoc services provided to clients.
    • Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
    • Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
    • Participate in end of day discussion and apply recommendations from manager to optimise sales results.
    • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
    • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
    • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
    • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
    • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
    • Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
    • Adhere to the ask once promise to clients according to Nedbank strategy.
    • Build relationships with clients through regular contact and having an individual interest in them.
    • Network with internal stakeholders to collaborate in order to provide complete solution to clients.
    • Obtain regular feedback from clients by requesting completion of feedback forms.
    • Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.
    • Adhere to clean desk policy to minimise risk of exposing client confidentiality.
    • Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

    Minimum Experience Level

    • 5 years broker experience

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate

    Preferred Qualification

    • Degree in Business or Finance (e.g. BSc Economics, B Comm, Certified Associate of the Institute of Bankers, FAIS Accreditation Regulatory Examination Level 1.

    Type of Exposure

    • Conducting root cause analysis
    • Working with a group to identify alternative solutions to work situations.
    • Analysing situations or data that requires an evaluation of multiple factors
    • Interacting with diverse people
    • Building and maintaining effective relationships with diverse internal and external stakeholders
    • Developing ways to minimise risks
    • Analysing and interpreting qualitative and quantitative data
    • Drafting reports
    • Interacting with various levels of management
    • Managing conflict situations
    • Managing multiple projects
    • Influencing stakeholders to obtain buy-in for concepts and ideas.
    • Answering customer questions
    • Sharing information in different ways to increase stakeholders understanding
    • Communicating complex information orally
    • Communicating complex written information
    • Brainstorming ways of improving a product or situation.
    • Challenging the status quo with a view to improving the environment or peoples understanding
    • Identifying trends
    • Checking accuracy of reports and rec
    • Communicating standards to others
    • Conducting gap analysis
    • Conducting a needs analysis
    • Comparing two or more sets of information
    • Coordinating and securing buy-in from stakeholders
    • Preparing and delivering presentations
    • Writing business proposals
    • Providing professional advice/opinion
    • Using different approaches in new work situations

    Technical / Professional Knowledge

    • Banking knowledge
    • Banking procedures
    • Business Acumen
    • Business principles
    • Business writing
    • Communication Strategies
    • Data analysis
    • Governance, Risk and Controls
    • Microsoft Office
    • Nedbank policies and procedures
    • Nedbank vision and strategy
    • Principles of financial management
    • Principles of project management
    • Relevant regulatory knowledge
    • Relevant software and systems knowledge
    • Decision-making process
    • Nedbank culture
    • Cluster Specific Operational Knowledge

    Method of Application

    Interested and qualified? Go to Nedbank on jobs.nedbank.co.za to apply

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