Relationship Officer

at CINTE Group Finance
Location 11 Crescent Dr, Birnam, Johannesburg, South Africa
Date Posted
Category Banking
Job Type FULL_TIME
Work Hours Day
Salary Units MONTH
Currency ZAR

Description

Relationship Officer

Job Summary

Designation Relationship Officer

Business Unit Retail Banking

Department Retail & Business Banking

Vacancy Manager Branch Manager

Purpose of the job

Develop mutually beneficial long-term relationships with the bank’s Mass customers

Duties And Responsibilities

Main Focus Areas

Take ownership of, and delivery of individual sales and revenue targets.

  • Effectively manage referred clients to deliver financial targets.
  • Provide a first-class level of service to ensure that clients are satisfied and continue to do business . Additionally, generate target market referrals as a result.
  • Maintain and update accurate client information.
  • Act in accordance with all regulatory, compliance,  policies (both internal and external) and communicate to clients as appropriate.
  • Build productive relationships with referral sources, within the branch network, instilling a sense of teamwork and pro-activity with client referral.
  • Pro-actively participate as a member of the Relationship Management team contributing towards team targets and promoting teamwork. • Contribute effectively to team activities including the generation of new sales ideas and initiatives.

Qualifications and Work Experience

  • Degree in Accounting, Business Studies, Economics, Marketing
  • IOBZ Diploma is an added advantage
  • A minimum of 1 year experience in a Sales/Relationship Management or similar role.
  • Demonstrated success in a Relationship Management, sales background preferably within the Mass Market segment.

Job Related Knowledge

  • Broad based knowledge of financial products and services, financial markets and economic environments.
  • Knowledge of respective operational and regulatory environment.
  • Ability to research and aggressively source new business through own initiatives.
  • Demonstrated ability to network and build own portfolio of contacts to maximize referral network.

Skills

Broad based knowledge of financial products and services, financial markets and economic environments.
Knowledge of respective operational and regulatory environment.
Ability to research and aggressively source new business through own initiatives.
Demonstrated ability to network and build own portfolio of contacts to maximize referral network.

Qualifications

A minimum of 1 year experience in a Sales/Relationship Management or similar role.
Demonstrated success in a Relationship Management, sales background preferably within the Mass Market segment.

Educational Requirements

Degree in Accounting, Business Studies, Economics, Marketing
IOBZ Diploma is an added advantage

Responsibilities

Effectively manage referred clients to deliver financial targets.
Provide a first-class level of service to ensure that clients are satisfied and continue to do business . Additionally, generate target market referrals as a result.
Maintain and update accurate client information.
Act in accordance with all regulatory, compliance,  policies (both internal and external) and communicate to clients as appropriate.
Build productive relationships with referral sources, within the branch network, instilling a sense of teamwork and pro-activity with client referral.
Pro-actively participate as a member of the Relationship Management team contributing towards team targets and promoting teamwork. • Contribute effectively to team activities including the generation of new sales ideas and initiatives.

Experience Requirements

A minimum of 1 year experience in a Sales/Relationship Management or similar role.

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