Client Relations Manager Financial Institution

Johannesburg, Gauteng, South Africa

Job Description


Responsibilities:

Assist the department with all relevant and necessary Client relationship duties, which includes but are not limited to:

  • Maintain existing relationships on portfolio allocated;
  • Expand allocated client base through the marketing of both assets and liabilities in terms of quarterly targets, including marketing of existing portfolio and sourcing new clients;
  • Accountable, as part of CIB team to assist in obtaining quarterly and annual business targets (individual asset and liabilities targets will be allocated);
  • Completion of paper and electronic applications for annual reviews, as well as new facilities within a specified timeframe;
  • Monitor existing clients for distress / non-performing Loan
  • Updating of KYC for clients on portfolio according to risk weighting;
  • Point of contact for client for any queries, requests, etc;
  • Any Adhoc tasks assigned by the Management of the department
Requirements:
  • Bachelor degree in Finance
  • 5+ years CRM experience in CIB - clients > R100 million
  • FAIS RE 5 certificate - not neg
  • 5 years experience in knowledge and understanding of financial statements, assessing risks such as market, industry, country
  • Marketing/client relationship management experience preferred
  • Ability to structure facilities and construct credit applications addressing client needs and relevant risks
  • Good report writing skills
  • Own car

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Job Detail

  • Job Id
    JD1249892
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, Gauteng, South Africa
  • Education
    Not mentioned