To manage and grow a portfolio of client relationships within the Banking Sub-Segment by proactively identifying opportunities, acquiring new business, and delivering tailored financial solutions from a suite of standard and customised offerings. This job ensures value delivery to clients while driving revenue growth and supporting client retention objectives.
- Manage and grow a portfolio of clients through proactive relationship management and strategic engagement.
- Conduct regular client reviews to understand evolving financial needs and deliver tailored solutions.
- Drive cross-sell and upsell opportunities across banking products and services to meet growth targets.
- Define and execute a sales portfolio growth strategy aligned with segment objectives and business goals.
- Deliver exceptional service that exceeds customer expectations through innovative and appropriate solutions.
- Identify customer needs and provide customised financial offerings while promoting digital adoption.
- Build and maintain a strong network of business and social relationships to generate ongoing revenue.
- Arrange networking sessions, seminars, and client engagement activities to strengthen relationships.
- Collaborate with internal stakeholders to ensure seamless service delivery and client satisfaction.
- Monitor client satisfaction levels and resolve queries or complaints promptly and professionally.
- Ensure compliance with regulatory requirements and internal governance standards.
- Maintain accurate client records and ensure timely reporting and documentation.
- Contribute to branch or segment profitability through revenue generation, cost control, and efficient resource utilisation.
- Proactively drive performance targets and take accountability for achieving sales and service goals.
Important Closing Date Note
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
15/11/26
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
To apply for this job please visit firstrand.wd3.myworkdayjobs.com .
