Relationship Executive
Location Western Cape
Salary R0.00 pm - R62,500.00 pm
Field Accounting & Finance
Type Full Time
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A leading financial services provider is looking for a Relationship Executive. The purpose of the role is to optimise the profit and economic value of a portfolio of clients with high growth potential and banking requirements by focussing: a) origination efforts to acquire new clients and up-selling to existing clients; and b) coverage efforts to service the client base in accordance to the Business (Growth) customer value proposition.

Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base.
Ensure the long term sustainability of the portfolio.
Make effective use of the client planning and solutioning tools (Sales tools).
Achieve new business and up-selling sales targets.
Track and monitor the financial performance of the portfolio.
Apply risk-based pricing for all new sales and pricing reviews.
Operate and position Business Banking in a dynamic and highly competitive market place.
Achieve sales targets relevant to the strategic initiatives and drivers of the Commercial Growth Accounts segment.
Develop strong client relationships.
Conduct regular client visits in accordance with the Commercial Growth Account Value Proposition and initiate changes.
Prepare holistic, comprehensive, high quality call reports.
Make use of middle- and back-office support networks.
Take ownership of client complaints that originate from the Relationship Executive's area of responsibility and accountability and log on to the Client Compliment and Complaints system.
Adhere to the bank's policies and procedures and ensure compliance.
Other Key Responsibilities.
B Degree in Commerce, Marketing or Finance or equivalent NQF level 6 qualification or higher or NQF level 6 qualification required for FAIS purposes.
RE 5 Examinations passed.
At least five (5) years of sales and relationship banking experience within a commercial banking environment.
At least five (5) years’ experience in driving business solutions across divisional silos (e.g. segment, credit, and product) and product silos.
At least five (5) years’ experience in evaluating and understanding company financials and other economic trends.
At least five (5) years experience in structuring a good complex credit solution and guiding the credit process with the required parties.
Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet.
No criminal record.
Preference will be given to South African Citizens and permanent residents of South Africa with proof of permanent resident status.
Post graduate qualification in Commerce, Marketing or Finance is preferred.
Three (3) years experience of the dynamics of the market place and related industries is preferred.
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Relationship Executive

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