Nov 03, 2017

Relationship Executive (Enterprise)

  • Barclays Africa Group Limited
  • Montana, Pretoria, Gauteng, South Africa
Full time Banking

Job Description

The purpose of this role is to build and maintain professional business relationships across a portfolio of 250 clients of high value by driving challenging sales and income targets, proactively acquiring new clients, providing solutions to existing clients with cross sell, campaigns and product utilisation and proactively managing and improving customer satisfaction and risk and compliance
Key Responsibilities

    Drive income and sales targets by cross selling, upselling and acquiring new clients
    Ensure dedicated relationships are maintained and grown
    Create and maintain an annual client interaction management plan
    Ensure the long term sustainability of the portfolio by establishing relationships
    Make use of the client planning and solution enablement tools for the top 30% of the portfolio
    Achieve new business and up-selling sales targets
    Achieve customer satisfaction targets
    Develop an understanding of regional market trends and business lifecycle challenges
    Track and monitor the financial performance of the portfolio
    Apply risk-based pricing for all new sales and pricing reviews
    Position Enterprise Banking in a dynamic and highly competitive market place
    Drive acquisition initiatives through pro-active re-engagement processes
    Conduct regular client visits and initiate changes to ABB Product
    Educate the customers on the new operating model and value proposition
    Make use of middle and back-office support networks
    Maintain ownership for servicing the client on operational matters
    Take ownership of client complaints
    Communicate and implement actions to improve service following client feedback
    Stay abreast of new industry developments and clients' market position
    Understand and apply the relevant governance and compliance procedures
    Maintain customer records and accurate completion of applications and paperwork
    Manage the Not Fit for processing listings for the KAMLS
    Manage dormant accounts


    Deciding and initiating action
    Working with people
    Relating and networking
    Persuading and influencing
    Presenting and communicating information
    Creating and innovating


    The appointment will be made in line with the Divisional Employment Equity strategy

Essential/Basic Qualifications
    B Degree in Commerce or Marketing or Finance or equivalent NQF level 6 qualification
    Five (5) years sales and relationship banking experience within a Commercial Banking environment
    Valid Driver’s license
    Passed Regulatory Exam (RE1)
    Three (3) years FAIS experience
    Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
    No criminal record

Preferred Requirements
    Post graduate qualification in Commerce or Marketing or Finance
    Seven (7) years sales and relationship banking experience within a Commercial Banking environment
    Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status

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