Relationship Manager (Mandarin Speaking) Relationship Manager (Mandarin Speaking) To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability. To grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing banking solutions and services to maintain and grow existing customer base. To develop and maintain a portfolio of important revenue generating client relationships within the defined affluent market segment.QualificationsMatricNQF5 - National Diploma –Finance/Certificate in BankingFAIS RE5 Completed within allocated time- lines as prescribed by FSCARecognized as per FSCA Relevant Financial qualificationExperience2 years, Previous Business Banking and Relationship Management Sales experience, with exposure to financial servicesKnowledgeSound understanding of business banking salesCustomer relationship ManagementGood knowledge of sales and service principlesTechnicalGood Communication SkillsNetworking abilityAbility to sellPersonalOwn vehicle and valid driver’s licenseBusiness AcumenTeamworkSelf-motivatedResilientIdealDuties and ResponsibilitiesFINANCETo proactively cold call and find new clients for Bidvest to meet the monthly revenuetargetTo educate and promoting Bidvest’s full product offering to clients to maximize therevenue that can be generatedManage the profit margins through providing clients with comparative information onrates and obtaining the best rates for specific banking productsTrack, control and influence sales activities with the specific aim to increase salesefficiencies of the team.Actively grow the client base by agreed target of new acquisitions a month in order toachieve the sales targetMonitor, track and report on sales activity on a periodic basis and to ensure action istaken to meet sales targets.Identify opportunities for cross selling and referrals to other product lines throughdeveloping a good understanding of client needsNew revenue opportunities are identified and customer feedback on productComply with governance in terms of legislative and audit requirementsUnderstands clients risk profile and balance for individual clients by optimising productmixCLIENT CENTRICITYClient ServiceCorrectly anticipating and interpreting the clients’ business requirements in order to getthem to bank with Bidvest Bank, sell right product to right client and ability to close dealsProviding relevant timeous solutions to the client through researching the client’sbusiness in relation to the current economic climate and educating the client on Bidvest’sproductsProviding excellent service that will result in client referrals and new businessTaking on the role as the primary point of contact for the client, ensuring excellent servicelevels and quality to clients to ensure the retention of the client and a long term workingrelationshipContinuous face to face and telephonic interaction with clients in order to pre-empt andproactively address their needsAssist the client with innovative ways to gain maximum benefit from the products e.g.offering right product at right timePro-actively manage the review process of clients’ facilities, checking, submitting andmotivating the business case for approval to credit and legal departments to achieverenewal in the necessary time period. (Providing all necessary documents)Train and assist the client on the necessary systems / processes to deal with the Bank inthe most efficient way, client educationContinual awareness of what is going on in the market and economy to provide relevantadvise to the client at all timesOn-boarding – signing up client for first time, following the correct processes in terms ofcompliance, credit application and obtaining the facility with the relevant internaldepartmentAdmin SupportProvide relevant reports in order to track progressReview the client files and ensure client information updatedUpdate and manage all client interaction on the CRM systemINTERNAL PROCESSESProcess ManagementSuccessful relationship building with legal, credit, Internal bankers, back office andTreasury in order to achieve clients’ needsWork with legal and credit to ensure that all necessary documents are in place anddelivered to clientsAssist with SARB applicationsFollow up with all parties to ensure that queries are resolvedTrainingManage own development to increase own competenciesEnsure all ‘other’ product training is completed, to equip for cross-selling opportunitiesEnsure all Bidevst Bank mandatory training i.e. Anti-Money Laundry is completedTraining and keep abreast with FICA, PoPI compliance and legislationMeet training deadlines as outlined in PDPKeeping abreast of Compliance (FICA) requirementsKnowledge of Banking products and channelsFAIS complianceUnderstand the sales cycleThis position is advertised in line with our commitment to Employment Equity.#J-18808-Ljbffr