Relationship Manager

Job Description

Responsible for management of the function, devising, implementing and providing input into the customer relationship management strategy. Strategically and operationally manage and grow a portfolio of high revenue generating clients.

• Look after the Inland areas from PMB to Newcastle.
• Achieve the Net Income Return for the Business as defined in the Financial Performance Report.
• Drive an increase in average balance of specific portfolio of assets.
• Drive an increase in average balance of specific portfolio of liabilities.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Manage existing clients and grow portfolio by making contact and generating leads through the Net Promoter Tool.
• Maintain expert knowledge on relevant legislative amendments, industry best practices and provide proactive advice and solutions to relevant stakeholders.
• Manage the growth of the active customer account base to increase client base.
• Maximise business portfolio cross‑sell opportunities and strengthen client relationships.
• Manage the migration of accounts from transactional to Self‑Service.
• Define a sales portfolio growth strategy in line with predetermined growth targets, conducting competitor analysis and innovating new value propositions.
• Ensure effective data management by ensuring expired limits are attended to against set targets.
• Prepare credit proposals for review by the Credit Product House.
• Monitor and evaluate the organisation’s success in managing its legal and compliance risks for the portfolio of business accounts.
• Improve business decisions by providing accurate and reliable business intelligence together with analyzing trends and data.
• Manage own development to increase competencies.
• Plan and manage performance, skills development, employment equity, talent and culture of the team to improve innovation, achieve efficiencies and increase competencies.

• BCom in Finance, Banking, Economics or equivalent degree (FAIS accredited).
• RE5 Certificate.
• Knowledge of Islamic banking products.
• 3 to 5 years of relevant experience in Islamic Banking with knowledge of Shariah principles and Islamic Banking products.
• 2 years’ experience in sales and/or service within the banking industry.
• Proven track record in client relationship management and sales.
• Not an unrehabilitated insolvent.

• Opportunities to network and collaborate.
• A challenging working environment.
• Opportunities to innovate.

• Sales driven.
• A problem solver.
• Analytical.
• Thrive in a collaborative environment.
• Client‑centric.

Important Closing Date: 07/07/26.

All appointments will be made in line with First Rand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities and will keep such information confidential unless required by law to disclose.