159 Banking Sales jobs in South Africa
Banking Sales Account Executive
Posted today
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Bring your possibility to life Define your career with us
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
Job Description
Utilize your 5 years' experience within a Banking Service Industry, minimum 3 years' experience in Customer Relationship Management to build and optimize market networks, ability to collaborate across internal and external platforms to build solid pipelines for business growth, across volume and value. Duties include Planning & growth, Driving Retail acquisition and business growth, Competitor analysis and insights, Financial/commercial acumen, strong selling skills, deal structuring and proposing, leads generation, B-degree in Finance, Commerce or Banking (NQF level 6.) NQF 7 preferred. A FAIS recognized qualification min 120 credits and RE5/1 Certificate completed.
Education
Further Education and Training Certificate (FETC)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Banking Sales Account Executive (Fais)
Posted 20 days ago
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Job Description
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
Job Description
Utilize your 5 years’ experience within a Banking Service Industry, minimum 3 years’ experience in Customer Relationship Management to build and optimize market networks. Ability to collaborate across internal and external platforms to build solid pipelines for business growth, across volume and value. Duties include:
- Planning & growth
- Driving Retail acquisition and business growth
- Competitor analysis and insights
- Financial/commercial acumen
- Strong selling skills
- Deal structuring and proposing
- Leads generation
Qualifications required: B-degree in Finance, Commerce or Banking (NQF level 6); NQF 7 preferred; a FAIS recognized qualification min 120 credits; RE5/1 Certificate completed.
Education
Further Education and Training Certificate (FETC)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised.
#J-18808-LjbffrRelationship Management
Posted 19 days ago
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Overview
We are seeking a proactive and client-focused Customer Service / Client Relationship Executive to join our client’s dynamic team. This role is ideal for a candidate with strong communication skills and experience in customer engagement, account growth, and product support within the ICT and Office Automation industries.
The successful candidate will be responsible for nurturing client relationships after the initial sale, ensuring customer satisfaction, identifying upselling opportunities, and providing product training where required with a big focus on Microsoft 365 products. This role requires a balance of service excellence and commercial awareness, with the aim of driving long-term value within existing accounts.
Responsibilities- Client Relationship Management
Build and maintain strong, trust-based relationships with clients after products and solutions have been sold. Conduct regular client visits to provide support, review satisfaction levels, and ensure continued service excellence. Act as the main point of contact for all customer queries, resolving concerns promptly and professionally. - Upselling and Account Growth
Identify opportunities for upselling and cross-selling within existing accounts by understanding client needs and usage. Present additional solutions and services that add value to the client’s business. Work with the sales team to align upselling opportunities with overall business growth strategies. - Customer Support and Training
Provide training and demonstrations to clients on products and solutions purchased. Ensure clients fully understand the functionality, benefits, and best practices of the products in use. Monitor client usage and feedback to recommend improvements or upgrades. - Administration and Reporting
Maintain accurate records of client interactions, visits, and service requirements in the CRM system. Prepare reports on client satisfaction, account activity, and upselling opportunities. Ensure service-level agreements (SLAs) are monitored and upheld.
- Experience
Minimum 2 years’ experience in customer service, account management, or internal sales (preferably within ICT, telecoms, or office automation). Proven track record of maintaining strong client relationships and identifying upselling opportunities. Experience in delivering product training or demonstrations advantageous. Proficiency in CRM systems and strong knowledge of Microsoft 365.
- Skills and Competencies
Excellent communication, presentation, and relationship-building skills. Customer-centric mindset with the ability to balance service with commercial goals. Strong problem-solving abilities and a proactive approach to client engagement. Organized and detail-oriented, with the ability to manage multiple client accounts.
- Personal Attributes
Professional, approachable, and service-driven. Self-motivated, with the ability to work independently and as part of a team. Goal-oriented with a passion for ensuring client satisfaction and account growth.
Relationship Management
Posted today
Job Viewed
Job Description
We are seeking a proactive and client-focused Customer Service / Client Relationship Executive to join our client's dynamic team. This role is ideal for a candidate with strong communication skills and experience in customer engagement, account growth, and product support within the ICT and Office Automation industries.
The successful candidate will be responsible for nurturing client relationships after the initial sale, ensuring customer satisfaction, identifying upselling opportunities, and providing product training where required with a big focus on Microsoft 365 products. This role requires a balance of service excellence and commercial awareness, with the aim of driving long-term value within existing accounts.
Key Responsibilities
Client Relationship Management
- Build and maintain strong, trust-based relationships with clients after products and solutions have been sold.
- Conduct regular client visits to provide support, review satisfaction levels, and ensure continued service excellence.
- Act as the main point of contact for all customer queries, resolving concerns promptly and professionally.
Upselling and Account Growth
- Identify opportunities for upselling and cross-selling within existing accounts by understanding client needs and usage.
- Present additional solutions and services that add value to the client's business.
- Work with the sales team to align upselling opportunities with overall business growth strategies.
Customer Support and Training
- Provide training and demonstrations to clients on products and solutions purchased.
- Ensure clients fully understand the functionality, benefits, and best practices of the products in use.
- Monitor client usage and feedback to recommend improvements or upgrades.
Administration and Reporting
- Maintain accurate records of client interactions, visits, and service requirements in the CRM system.
- Prepare reports on client satisfaction, account activity, and upselling opportunities.
- Ensure service-level agreements (SLAs) are monitored and upheld.
Requirements
Experience
- Minimum 2 years' experience in customer service, account management, or internal sales (preferably within ICT, telecoms, or office automation).
- Proven track record of maintaining strong client relationships and identifying upselling opportunities.
- Experience in delivering product training or demonstrations advantageous.
- Proficiency in CRM systems and strong knowledge of Microsoft 365.
Skills and Competencies
- Excellent communication, presentation, and relationship-building skills.
- Customer-centric mindset with the ability to balance service with commercial goals.
- Strong problem-solving abilities and a proactive approach to client engagement.
- Organized and detail-oriented, with the ability to manage multiple client accounts.
Personal Attributes
- Professional, approachable, and service-driven.
- Self-motivated, with the ability to work independently and as part of a team.
- Goal-oriented with a passion for ensuring client satisfaction and account growth.
SALES BANKING REPRESENTATIVE
Posted 5 days ago
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- Matric; post-matric qualifications in finance are an advantage
- Proven experience in working capital and commercial funding within a B2B environment
- Strong sales and negotiation skills
- An active professional network to generate leads, set appointments, and create market awareness
- Exceptional communication and presentation skills
- In-depth understanding of working capital and cash flow funding
- Hardworking, reliable, and a team player
- Own reliable transport
Customer Relationship Management Developer
Posted 2 days ago
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Overview
Location: Johannesburg
6 months Contract role (renewable)
We’re looking for a talented CRM Developer to join our team at Zensar and help us build an intelligent, scalable lead management platform. You’ll design smart workflows, streamline integrations, and deliver automation that transforms how we capture, nurture, and convert leads. Working closely with developers, analysts, and business stakeholders, you’ll customize Dynamics 365 Sales & Marketing, connect systems through APIs, and bring data to life with reporting and insights. This is a chance to make a visible impact while working with the latest in the Microsoft ecosystem.
What You’ll Do- Build and enhance lead workflows in Dynamics 365 Sales & Marketing .
- Automate processes with Power Automate and the Power Platform.
- Integrate CRM with external tools and platforms.
- Drive data integrity, compliance, and BI reporting.
- Support and enable business teams through documentation and training.
- Hands-on experience with Dynamics 365 CRM and the Power Platform .
- Experience in workflow automation, data migration, and Power BI.
- Excellent communication and problem-solving skills.
- Be part of a digital transformation journey .
- Shape a platform that drives real business impact .
- Work with a forward-thinking team passionate about automation, integration, and customer experience.
- Mid-Senior level
- Contract
- Information Technology, Strategy/Planning, and Customer Service
- Technology, Information and Media, Design Services, and IT Services and IT Consulting
Manager: Customer Relationship Management
Posted today
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Director Customer Relationship Management
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ABOUT PRIMAL HARVEST
Primal Harvest is a leading holistic wellness brand dedicated to empowering individuals to take charge of their health and well-being through high-quality, natural products. Primal Harvest offers a range of high-quality supplements and wellness products designed to support various health needs, including immunity, gut health, sleep, and joint care.
As a Direct-to-Consumer brand, we pride ourselves on transparency, trust, and creating a dependable wellness foundation for our customers. Primal Harvest was founded in 2018 and is a brand of Prime6 Brands GmbH and Primal Harvest LLC, with two international hubs in Miami, Florida, USA and Cologne, Germany.
Learn more at /
LOCATION:
Remote collaborating across EST & CET
ABOUT THE ROLE
We are looking for a strategic yet hands-on Director of CRM & Retention to own lifecycle marketing and customer loyalty across multiple channels. Reporting to the VP of Marketing and managing an Email Marketing Specialist, this role will be responsible for designing and optimizing CRM campaigns, enhancing the post-purchase journey, and using data-driven insights to deliver impactful segmentation and personalization. The ideal candidate brings deep expertise in CRM, customer engagement, and retention strategies, with proven success in managing tools, leading teams, and leveraging analytics to drive measurable business growth.
WHAT YOU WILL DO
Customer Marketing Strategy:
Lead the planning, development, and execution of CRM campaigns in partnership with the brand team. Manage campaigns across various channels, including email, SMS, push notifications, and in-app messaging to engage and retain customers.
Post-Purchase Consumer Experience:
Collaborate cross-functionally to design and implement a comprehensive post-purchase experience that adds value and enhances customer retention, offering more than just the core product.
Toolset Optimization for Customer Engagement:
Manage and optimize customer engagement tools (e.g., ESP, Referral, Subscription) to drive meaningful customer interactions and results. Ensure the toolset remains competitive and aligned with business goals.
Segmentation Strategy Development and Implementation:
Develop and implement a thoughtful segmentation strategy by identifying key data points and deepening the understanding of customer behavior. Integrate segmentation into CRM efforts to enhance personalization and targeted engagement.
Testing & Analysis for Continuous Improvement:
Conduct tests and analyze the performance of CRM campaigns to continuously optimize tactics. Use data-driven insights to inform strategic decisions and improve the effectiveness of all CRM initiatives.
Own the performance and operational success of CRM channels
by managing their execution, optimization, scalability, testing, and reporting, ensuring they provide a strong foundation for marketing efforts while driving retention, CLV, and business growth.
Develop and implement tactical CRM initiatives
to enhance customer experience across key touchpoints—including email, SMS, Subscription, and e-commerce interactions—focusing on converting prospects, engaging non-subscribers, and retaining subscribers, with an emphasis on channel performance over content or creative direction.
Leverage customer data and insights
to identify opportunities for segmentation, personalization, and targeted interventions, enabling marketing teams to create impactful strategies while maintaining responsibility for channel infrastructure, operational testing, and execution.
Own and optimize the CRM tech stack, touchpoints, and e-commerce customer interactions
by managing relationships with tech partners, leading the discovery and implementation of new tools, and ensuring seamless lifecycle marketing capabilities, retention tools, and operational scalability.
Monitor, analyze, and report on CRM performance metrics,
including testing results, to refine channel operations, uncover actionable opportunities, and improve acquisition, retention, and overall performance from a business perspective.
WHAT YOU BRING
- 7+ years of experience in CRM, retention marketing, or customer lifecycle management within a DTC (Direct-to-Consumer) brand
- Proven track record in multi-channel CRM execution (email, SMS, subscription touchpoints)
- Strong technical acumen with ESPs, cohort building, and data-driven customer segmentation
- Proficiency in Klaviyo and experience with Shopify-based brands
- Excellent analytical skills, with a data-driven approach to testing and optimizing customer retention strategies
- Experience in fast-moving CPG preferred
- Hands-on operator mindset: thrives in a fast-paced, scrappy environment
- Strong collaboration and communication skills across cross-functional, international teams
Head: Client Relationship Management
Posted today
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1. PRINCIPAL OBJECTIVE OF POSITION
To lead and effectively manage the Client Relationship Management (CRM) team by providing strategic direction and operational strategies to ensure that Tshikululu is managing, retaining and growing client relationships successfully. This will be achieved through managing the CRM team to implement effective client management/retention strategies which will ensure that high quality services and effective social investment strategies are delivered to Tshikululu's clients.
2. KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS
Key Performance Areas / Outputs
Activities
1. Client Relationship Management (CRM) Strategy and Implementation
· Approved CRM Strategy and Implementation Plan with activities, milestones and anticipated outcomes in respect of income and the organisational strategy
· Achievement of annual growth targets in the current client portfolio
· Develop Tshikululu's CRM strategy and implementation plan which aligns to Tshikululu's strategy for approval annually.
· Identify and resolve challenges that impact on the successful implementation of the CRM Strategy.
· Manage the implementation of Tshikululu's strategic objectives which relate to client management according to the company's Balance Scorecard.
· Track the implementation of the CRM strategy and produce reports on the progress of targets, reviewing and updating the CRM Strategy where necessary to align to the organisational strategy.
· Provide input into the organisational strategy to identify opportunities for growth, competitor analysis and market trends.
2. Client Relationship Management
· A consistent client management process resulting in high client satisfaction and retention
· Develop, implement and continue to evolve a client retention strategy/process for the CRM team.
· Work collaboratively with the management team to plan effective resourcing per client.
· Manage that CRMs have a deep understanding of their client's business and social investment strategic objectives by managing client engagement, strategy participation and developing and reviewing all client strategies annually.
· Manage the allocation of CRMs across the client portfolio to ensure that each client is effectively managed.
· Manage the end-to-end client management process by implementing processes, policies and procedures which ensure the management of the effective delivery of client SLAs.
· Manage that SLAs are defined according to the Tshikululu procedure and standard and that the SLA's are delivered and complied with as per defined standards and deadlines.
· Evaluate key portfolio relationships and engage with senior stakeholders and strategic clients by attending meetings, representing Tshikululu, supporting delivery of client objectives and resolving client queries and issues within SLA and as required.
· Manage the measurement of client satisfaction across Tshikululu's client portfolio through the client satisfaction survey. Implement enhancements to client management strategies based on the insights from the client satisfaction survey.
3. Client SI Management
· High quality deliverables to clients through planning, strategic direction and feedback by the CRM team
· Effective collaboration with SI team
· Oversee the development of specific client strategies by ensuring Client Relationship Managers are facilitating and participating in strategy development meetings with relevant social investment specialists, engaging with clients on their needs, and reviewing strategies (from the SI team) that align with client needs and sector opportunities in accordance with the client's SLA.
· Manage the implementation of the approved strategies by allocating to Client Relationship Managers, defining implementation measures and objectives, setting deadlines and tracking progress monthly.
· Manage the CRM team to work with the monitoring and evaluation team to ensure that every client has an M&E framework implemented and that impact is reported on annually.
· Lead the identification and resolution of challenges that impact on the ability for client strategies and deliverables to be delivered, when required.
· Ensure that strategy successes and failures are discussed, evaluated and lessons learnt are shared to improve good practice within team. This is achieved by developing and implementing frameworks, coordinating information sharing and tracking implementation of improvements quarterly.
· Manage the integration of Tshikululu Industry leadership and innovation into client strategies and engagements wherein the Client Relationship Managers apply good practise, source latest information and apply insights and learning from previous experience to deliver industry leading strategies on an ongoing basis.
· Develop and maintain a deep expertise in social investment to provide value and insights to clients by attending training, engaging in industry debate and discussion, attending and participating in conferences monthly and annually.
4. Client Management Operations
· Effective working relationships between the CRM team and all other teams in the business
· Standardised approach to client management which ensures consistent and excellent client delivery
· Build a mutually beneficial and effective working relationship with the Social Impact team, Finance and Business Development teams to ensure that the Client Relationship Managers can continuously deliver high value social investment to clients.
· Develop standardised approaches and processes to ensure effective client management including but not limited to social investment strategy, client management, knowledge sharing and financial reporting on clients.
· Manage the review of all clients for compliance to all relevant legislation annually by creating tracking tools, managing implementation, utilisation, and reporting.
5. Reporting
· Timeous and accurate reporting
· Track and report on SLA and investment delivery by collecting information, developing reports and submitting by approved deadlines.
· Track, monitor and manage the profitability of Tshikululu's portfolio of clients.
· Track and monitor the contribution of Tshikululu's clients to the 5-year social impact strategy.
· Ensure that reports required from the CRM team Management are accurate, complete and compliant by evaluating the standards, checking reports against standards and addressing issues within SLA.
· Develop and submit departmental reports within deadline.
· Manage the drafting, reviewing and submitting of adhoc reports according to standards and by deadlines.
6. Business Development
· Achievement of development targets
· Achievement of business retention targets
· Assist the Head of Business Development in the business acquisition process by leading development of proposals, implementing costing models, conducting pitches and presentations, addressing any questions and queries, getting SLA signed (when appropriate) and following up until decision is made.
· Identify opportunities, in conjunction with the Client Relationship Managers, to increase Tshikululu services within existing clients. This includes engaging with clients, discussing existing contracts, identifying potential opportunities and initiating discussion on providing additional Tshikululu support.
· Identify opportunities to initiate Tshikululu's Services in new clients by engaging with existing clients and receiving referrals, initiating contact with new clients and initiating discussion on providing Tshikululu support and services.
· Identify opportunities, build relationships and close deals to drive business development targets. Create an environment which promotes service line development which consistently and profitably meets the requirements of Tshikululu's current and future clients.
· Lead the resolution of service issues, building resilient and mutually beneficial relationships and resolving potential customer threats in existing clients.
7. Staff Management and Leadership
· High-performing staff and team
· High quality leadership
· Live the Tshikululu values and lead according to the Tshikululu's Leadership Manifesto to deliver on the strategy.
· Provide strategic insights from a client management perspective to develop and strengthen Tshikululu's strategy.
· Lead, manage, monitor and support the CRM team to achieving high performance through implementing the values, behaviours and performance management system.
· Build and maintain a high performing client management team through effective recruitment, management, career development and succession planning.
· Build a working environment that is conducive to optimal performance and the realisation of Tshikululu's strategy.
· Implement the Tshikululu HR strategy, policies and procedures as required.
· Participate in the Management Committee, ensuring delivery on strategy.
3. ROLE REQUIREMENTS
Qualifications and Experience
· Minimum Honours in Business Administration, Social Science, Commerce or similar (Master's degree would be advantageous).
· Minimum 8 to 10 years' experience developing and implementing operational programmes and solutions in Corporate Social Investment (CSI) and Transformation.
· Minimum 5 years' experience in leading and managing a team.
4. KEY INTERACTIONS / RELATIONSHIPS
Internal stakeholders
Chief Operating Officer
Client Relationship Managers
Executive Committee
Management Committee
Human Capital Management Department
Finance Department
External stakeholders
Clients
Prospective clients
Customer Relationship Management Developer
Posted today
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Location: Johannesburg
6 months Contract role (renewable)
Customer Relationship Management Developer – Zensar Technologies
We're looking for a
talented CRM Developer
to join our team at Zensar and help us build an intelligent, scalable lead management platform. You'll design smart workflows, streamline integrations, and deliver automation that transforms how we capture, nurture, and convert leads.
Working closely with developers, analysts, and business stakeholders, you'll customize Dynamics 365 Sales & Marketing, connect systems through APIs, and bring data to life with reporting and insights. This is a chance to make a visible impact while working with the latest in the Microsoft ecosystem.
What You'll Do
- Build and enhance lead workflows in
Dynamics 365 Sales & Marketing
. - Automate processes with
Power Automate
and the Power Platform. - Integrate CRM with external tools and platforms.
- Drive data integrity, compliance, and BI reporting.
- Support and enable business teams through documentation and training.
What You Bring
- Hands-on experience with
Dynamics 365 CRM
and the
Power Platform
. - Strong integration skills (REST APIs, Azure Logic Apps, KingswaySoft, etc.).
- Familiarity with JavaScript, C#, or TypeScript for CRM customizations.
- Experience in workflow automation, data migration, and Power BI.
- Excellent communication and problem-solving skills.
Why Zensar?
- Be part of a
digital transformation journey
. - Shape a platform that drives
real business impact
. - Work with a
forward-thinking team
passionate about automation, integration, and customer experience.