73 Business Relationship Management jobs in South Africa

Microsoft Dynamics Customer Relationship Management Developer Microsoft Dynamics Customer Relationship Management Developer 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. HIRING! AT JNS, A CRM DEVELOPER Microsoft Dynamics CRM Isn’t Just a Tool—It’s a Battlefield. We’re Hiring a Veteran. (CRM Developer | Hybrid | Johannesburg | Contract) At JNS, we don’t throw people at problems. We hire specialists who’ve been in the trenches—and who know how to turn a CRM from “barely working” into “business advantage.” Right now, we’re looking for a Microsoft Dynamics CRM Developer who’s fluent in configuration, dangerous with custom plugins, and allergic to clunky systems. What You’ll Actually Be Doing:Customizing Dynamics 365 to make the system work for the business—not the other way around Building workflows, plugins, and integrations that hold up under pressure Migrating data like a pro, ensuring it lands clean Connecting CRM to other platforms via APIs or middleware Troubleshooting like you’ve seen every error message twice Owning performance, security, and documentation so the next person doesn’t curse your name Your Toolkit Should Include:C#,. NET, Java Script, SQL Server Deep experience with Microsoft Dynamics 365 CRM Solid grasp of API integrations and complex workflows 3+ years in CRM development (not just admin work) CRM certifications? Great. Real-world experience? Even better. Details That Matter: Based in Randburg (Hybrid: min. 3 days onsite per week) 6-month contract , high chance of extension It’s for someone who’s ready to build—not babysit systems If you’ve ever looked at someone’s CRM setup and thought, “Who built this—and why weren’t they arrested?” We want to talk.Apply Now Here! Drop you Cv here, if the application box is full: — Neville We don’t hire for headcount. We hire to win. #Microsoft Dynamics #CRMDeveloper #Contract Jobs #South Africa Tech #Smart Hiring #Neville Says #JNSGroup #Dynamics365 #CRMSpecialist Seniority level Seniority level Mid-Senior level Employment type Employment type Contract Job function Job function Engineering and Information Technology Industries IT Services and IT Consulting Referrals increase your chances of interviewing at JNS Cloud Solutions by 2x Sign in to set job alerts for “Customer Relationship Management Developer” roles. Ultra Luxury Relationship Manager – Dubai Johannesburg Metropolitan Area 4 days ago Service Now Developer/Implementer/Business Analyst Johannesburg, Gauteng, South Africa 7 months ago Midrand, Gauteng, South Africa 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

What We Do:

We're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it!

Our purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they love.

Speaking of love, we’re looking for Lulas who love to make a difference to join our team and change the game.

CULTURE CODE

• We Embrace Curiosity- We continuously seek better ways to deliver value with a solutions-over-problems mindset.

• We win as One - We collaborate, build strong relationships and value diverse perspectives

• We’re Driven by Purpose - We are passionate and committed to delivering the best products and services for SMEs

• We Execute with Ambition - We set ambitious goals, embrace challenges, and deliver with focus and determination.

OVERALL PURPOSE

Lula is seeking a highly motivated Business Relationship Banker (BRB) to join our newly formed and dynamic Business Relationship Banking team. In this role, the BRB is responsible for strategically and operationally managing a portfolio of high-value Premium Banking and Funding clients. This role entails acquiring new clients and building strong and value adding relationships with our key clients in order to provide excellent service and recommendations on Lula products that will enable their businesses to succeed.

If you are someone who likes a new challenge and thrives in an environment where you have the opportunity to contribute towards a top class business relationship banking team, this is the right role for you.

Responsibilities will include:

• Grow a portfolio of high-value Premium Banking and Funding clients, ensuring consistent revenue growth and client retention.
• Prospect and acquire new clients, ensuring they are onboarded in a timely manner.
• Serve as the primary point of contact for premium business banking or funding clients, building and maintaining long-term value adding relationships.
• Utilise your understanding of market trends and client behaviour to provide tailored strategic recommendations and financial solutions that effectively meet client current and future needs.
• Collaborate with the relevant teams and stakeholders to ensure a smooth underwriting and onboarding process for clients that exceed their expectations.
• Regularly service accounts and promote Lula’s product offerings, ensuring client satisfaction is your top priority.
• Conduct thorough analyses of clients' business needs and financial objectives to identify opportunities for cross-selling, upselling, and promoting Lula products to clients.
• Consistently achieve high client satisfaction scores as per agreed threshold by ensuring that clients are appropriately serviced in line with our value proposition.
• Work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.
• Ensure compliance with internal standards, regulations, and legislative requirements.

THE EXPERIENCE & SKILLS WE’RE LOOKING FOR

• Grade 12 achieved
• Relevant qualification in business, finance, or related field is desirable
• 3+ years of experience with a proven track record managing high-value accounts
• Previous experience in business banking or financial services
• Experience working with CRM systems (Zendesk preferred)
• Proven ability to manage an omni-channel environment
• Familiarity with regulatory compliance in the banking sector
• Advanced analytical skills

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All jobs Johannesburg, Gauteng, South Africa

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All jobs Johannesburg, Gauteng, South Africa

Join to apply for the Business Relationship Manager role at All jobs

Why choose Logicalis?

It’s not just IT solutions, It’s IT global know-how! Logicalis is an international multi-skilled solution provider providing digital enablement services to help customers harness digital technology and innovative services to deliver powerful business outcomes.

Our customers span industries and geographical regions; and our focus is to engage in the dynamics of our customers’ vertical markets; including financial services, TMT (telecommunications, media and technology), education, healthcare, retail, government, manufacturing and professional services, and apply the skills of our 4,500 employees in modernising key digital pillars; data centre and cloud services, security and network infrastructure, workspace communications and collaboration, data and information strategies, and IT operation modernisation. We are the advocates for our customers for some of the world’s leading technology companies including Cisco, HPE, IBM, CA Technologies, NetApp, Microsoft, Oracle, VMware and ServiceNow

Logicalis employees are innovative, smart, entrepreneurial and customer centric, with a shared ambition of making Logicalis the worlds leading IT Solutions provider!

We offer speedy decision-making, opportunities for personal development, and a supportive, inclusive environment that celebrates our diversity.

Join us and become a part of something epic!

ROLE PURPOSE

The Business Relationship Manager (BRM) is focused on existing customers by protecting and retaining existing revenue but also to develop new and supplementary revenue streams. They work with the customer’s IT department to understand business & IT needs and offer solutions that drive business outcomes.

• The BRM is focused on nurturing strong relationships with existing customers but needs to have the ability to identify and bring to fruition net new business opportunities as well.
  
  

Customer attrition & brand loyalty is key for the BRM role and the individual needs to have strong relationship-building skills whilst identifying potential upsell and cross-sell opportunities.

The overall sales target for this role will be divided between net new growth of 30% and 70% on retaining and expansion of existing business.

ROLE RESPONSIBILITIES:

• Develop a sales growth strategy focused both on financial gain and customer satisfaction
• Conduct research to identify customer needs and determine potential business opportunities.
• Arrange frequent business meetings with clients.
• Promote the company’s products/services addressing or predicting clients’ objectives
• Keep records of sales and revenues
• Build positive, long-term relationships with new and existing customers
• Influence decision-makers
• Own and drive your upsell & cross-sell strategy to achieve the sales target.
• Have a plan to achieve net new business.
• Pipeline Management & Account Planning
  
  

DELIVERY RESPONSIBILITIES:

• Be the first point of contact for new potential & existing clients when they are seeking information on products or services
• Respond to RFPs and opportunities with the support of the Bid Office & Solution teams
• Developing sales in new territories where customers have not engaged with the company previously.
• Work closely with Practices to identify new business opportunities; close new business deals and expand existing business opportunities Work directly with customers to help close deals when required
• Upkeep accurate data in the CRM system
• Ensuring that customer contracts are managed in a timely manner
• Align with internal Practices on opportunities
  
  

KEY PERFORMANCE INDICATORS:

• Successfully close business with existing customers as well as new logo customers
• Harness existing relationships and grow business with existing customers
• Retain existing revenue streams
• Accurate deal forecasting
• Achieving quarterly targets
• Teamwork with internal Practices to align on solution and vendor engagement
• Solutions training
  
  

PERSON REQUIREMENTS:

• Business acumen
• Organisational skills.
• Communication skills.
• Interpersonal skills.
• Negotiating skills.
• Collaboration skills.
• Problem-solving skills.
• Analytical skills.
• Time management and planning skills.
• Positive, energetic individual
• Strong networking ability.
• Presentation skills.
• Commercial awareness.
• Learning mindset - be willing to keep up to date with the latest trends and developments in the IT market.
  
  

EXPERIENCE:

• Proven working experience as a business relationship manager, sales executive or a relevant role
• Proven sales track record
• Comes with a strong existing network of C-level individuals in the Corporate/Enterprise space.
• A high-level understanding of IT and understanding of how businesses can benefit from various solutions
• Experience in customer support is a plus
• Proficiency in MS Office, Excel and CRM software (e.g. Salesforce)
• Proficiency in English
• Market knowledge
  
  

QUALIFICATIONS:

• BSc/BA in business administration, sales or a relevant field is a plus
  
  

ADDITIONAL SKILLS/ATTRIBUTES :

Team player

Can Do attitude

Disclaimer : Strictly fair and non-discriminatory selection procedures will be followed. We use Employment Equity (EE) and Affirmative Action (AA) measures in an endeavor to redress the disadvantages in employment experienced by designated groups. Where possible, preference will be given to candidates from the designated groups as defined in the Employment Equity Act and in line with Logicalis SA’s Employment Equity plans

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Sales and Business Development
• Industries Human Resources Services

Referrals increase your chances of interviewing at All jobs by 2x

Sign in to set job alerts for “Relationship Manager” roles.

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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Lula Cape Town, Western Cape, South Africa

Join or sign in to find your next job

Join to apply for the Business Relationship Banker role at Lula

Lula Cape Town, Western Cape, South Africa

22 hours ago Be among the first 25 applicants

Join to apply for the Business Relationship Banker role at Lula

What We Do

We're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it!

What We Do

We're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it!

Our purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they love.

Speaking of love, we’re looking for Lulas who love to make a difference to join our team and change the game.

CULTURE CODE

• We Embrace Curiosity- We continuously seek better ways to deliver value with a solutions-over-problems mindset.
• We win as One - We collaborate, build strong relationships and value diverse perspectives
• We’re Driven by Purpose - We are passionate and committed to delivering the best products and services for SMEs
• We Execute with Ambition - We set ambitious goals, embrace challenges, and deliver with focus and determination.
  
  

OVERALL PURPOSE

Lula is seeking a highly motivated Business Relationship Banker (BRB) to join our newly formed and dynamic Business Relationship Banking team. In this role, the BRB is responsible for strategically and operationally managing a portfolio of high-value Premium Banking and Funding clients. This role entails acquiring new clients and building strong and value adding relationships with our key clients in order to provide excellent service and recommendations on Lula products that will enable their businesses to succeed.

If you are someone who likes a new challenge and thrives in an environment where you have the opportunity to contribute towards a top class business relationship banking team, this is the right role for you.

Responsibilities Will Include

• Grow a portfolio of high-value Premium Banking and Funding clients, ensuring consistent revenue growth and client retention.
• Prospect and acquire new clients, ensuring they are onboarded in a timely manner.
• Serve as the primary point of contact for premium business banking or funding clients, building and maintaining long-term value adding relationships.
• Utilise your understanding of market trends and client behaviour to provide tailored strategic recommendations and financial solutions that effectively meet client current and future needs.
• Collaborate with the relevant teams and stakeholders to ensure a smooth underwriting and onboarding process for clients that exceed their expectations.
• Regularly service accounts and promote Lula’s product offerings, ensuring client satisfaction is your top priority.
• Conduct thorough analyses of clients' business needs and financial objectives to identify opportunities for cross-selling, upselling, and promoting Lula products to clients.
• Consistently achieve high client satisfaction scores as per agreed threshold by ensuring that clients are appropriately serviced in line with our value proposition.
• Work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio.
• Ensure compliance with internal standards, regulations, and legislative requirements.
  
  

The Experience & Skills We’re Looking For

• Grade 12 achieved
• Relevant qualification in business, finance, or related field is desirable
• 3+ years of experience with a proven track record managing high-value accounts
• Previous experience in business banking or financial services
• Experience working with CRM systems (Zendesk preferred)
• Proven ability to manage an omni-channel environment
• Familiarity with regulatory compliance in the banking sector
• Advanced analytical skills

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking

Referrals increase your chances of interviewing at Lula by 2x

Get notified about new Relationship Banker jobs in Cape Town, Western Cape, South Africa .

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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All jobs Johannesburg, Gauteng, South Africa Join or sign in to find your next job Join to apply for the Business Relationship Manager role at All jobs All jobs Johannesburg, Gauteng, South Africa Join to apply for the Business Relationship Manager role at All jobs Why choose Logicalis?It’s not just IT solutions, It’s IT global know-how! Logicalis is an international multi-skilled solution provider providing digital enablement services to help customers harness digital technology and innovative services to deliver powerful business outcomes.Our customers span industries and geographical regions; and our focus is to engage in the dynamics of our customers’ vertical markets; including financial services, TMT (telecommunications, media and technology), education, healthcare, retail, government, manufacturing and professional services, and apply the skills of our 4,500 employees in modernising key digital pillars; data centre and cloud services, security and network infrastructure, workspace communications and collaboration, data and information strategies, and IT operation modernisation. We are the advocates for our customers for some of the world’s leading technology companies including Cisco, HPE, IBM, CA Technologies, Net App, Microsoft, Oracle, VMware and Service NowLogicalis employees are innovative, smart, entrepreneurial and customer centric, with a shared ambition of making Logicalis the worlds leading IT Solutions provider!We offer speedy decision-making, opportunities for personal development, and a supportive, inclusive environment that celebrates our diversity.Join us and become a part of something epic!ROLE PURPOSEThe Business Relationship Manager (BRM) is focused on existing customers by protecting and retaining existing revenue but also to develop new and supplementary revenue streams. They work with the customer’s IT department to understand business & IT needs and offer solutions that drive business outcomes.The BRM is focused on nurturing strong relationships with existing customers but needs to have the ability to identify and bring to fruition net new business opportunities as well. Customer attrition & brand loyalty is key for the BRM role and the individual needs to have strong relationship-building skills whilst identifying potential upsell and cross-sell opportunities.The overall sales target for this role will be divided between net new growth of 30% and 70% on retaining and expansion of existing business.ROLE RESPONSIBILITIES:Develop a sales growth strategy focused both on financial gain and customer satisfaction Conduct research to identify customer needs and determine potential business opportunities. Arrange frequent business meetings with clients. Promote the company’s products/services addressing or predicting clients’ objectives Keep records of sales and revenues Build positive, long-term relationships with new and existing customers Influence decision-makers Own and drive your upsell & cross-sell strategy to achieve the sales target. Have a plan to achieve net new business. Pipeline Management & Account Planning DELIVERY RESPONSIBILITIES:Be the first point of contact for new potential & existing clients when they are seeking information on products or services Respond to RFPs and opportunities with the support of the Bid Office & Solution teams Developing sales in new territories where customers have not engaged with the company previously. Work closely with Practices to identify new business opportunities; close new business deals and expand existing business opportunities Work directly with customers to help close deals when required Upkeep accurate data in the CRM system Ensuring that customer contracts are managed in a timely manner Align with internal Practices on opportunities KEY PERFORMANCE INDICATORS:Successfully close business with existing customers as well as new logo customers Harness existing relationships and grow business with existing customers Retain existing revenue streams Accurate deal forecasting Achieving quarterly targets Teamwork with internal Practices to align on solution and vendor engagement Solutions training PERSON REQUIREMENTS:Business acumen Organisational skills. Communication skills. Interpersonal skills. Negotiating skills. Collaboration skills. Problem-solving skills. Analytical skills. Time management and planning skills. Positive, energetic individual Strong networking ability. Presentation skills. Commercial awareness. Learning mindset - be willing to keep up to date with the latest trends and developments in the IT market. EXPERIENCE:Proven working experience as a business relationship manager, sales executive or a relevant role Proven sales track record Comes with a strong existing network of C-level individuals in the Corporate/Enterprise space. A high-level understanding of IT and understanding of how businesses can benefit from various solutions Experience in customer support is a plus Proficiency in MS Office, Excel and CRM software (e.g. Salesforce) Proficiency in English Market knowledge QUALIFICATIONS:BSc/BA in business administration, sales or a relevant field is a plus ADDITIONAL SKILLS/ATTRIBUTES :Team playerCan Do attitudeDisclaimer : Strictly fair and non-discriminatory selection procedures will be followed. We use Employment Equity (EE) and Affirmative Action (AA) measures in an endeavor to redress the disadvantages in employment experienced by designated groups. Where possible, preference will be given to candidates from the designated groups as defined in the Employment Equity Act and in line with Logicalis SA’s Employment Equity plans Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Sales and Business Development Industries Human Resources Services Referrals increase your chances of interviewing at All jobs by 2x Sign in to set job alerts for “Relationship Manager” roles. Johannesburg, Gauteng, South Africa 4 hours ago Johannesburg, Gauteng, South Africa 1 week ago Johannesburg, Gauteng, South Africa 1 week ago Johannesburg, Gauteng, South Africa 1 week ago Johannesburg, Gauteng, South Africa 4 days ago Outbound Relationship Manager(Customer Service) Johannesburg, Gauteng, South Africa 5 days ago Springs, Gauteng, South Africa 4 days ago Corporate Traveller - Business Development Manager- RSA Johannesburg, Gauteng, South Africa 1 day ago Senior Internal Relationship Manager – Betway Premium Johannesburg, Gauteng, South Africa 4 days ago Account Executive - Strategic Engagement Group, South Africa Randburg, Gauteng, South Africa 2 minutes ago Internal Relationship Manager – Betway Premium Johannesburg, Gauteng, South Africa 5 days ago Johannesburg, Gauteng, South Africa $600.00-$,200.00 2 months ago New Markets Account Executive - South Afica Outbound Relationship Manager - Betway Premium Johannesburg, Gauteng, South Africa 4 days ago Woodmead, Gauteng, South Africa 4 days ago Johannesburg, Gauteng, South Africa 1,500.00- 2,000.00 1 month ago Account Executive (Commercial Banking) - Talent Pool Johannesburg, Gauteng, South Africa 600.00- 800.00 1 week ago Johannesburg, Gauteng, South Africa 1 week ago Senior Account Executive - Public Sector Woodmead, Gauteng, South Africa 2 weeks ago Corporate Traveller - Business Development Manager- RSA Johannesburg, Gauteng, South Africa 1 day ago Johannesburg, Gauteng, South Africa 600.00- 1,200.00 1 week ago Sales & Business Development Manager - 0629 - Johannesburg, South Africa Johannesburg, Gauteng, South Africa 1,600.00- 1,800.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

What We Do: We're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it! Our purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they love. Speaking of love, we’re looking for Lulas who love to make a difference to join our team and change the game. CULTURE CODE We Embrace Curiosity- We continuously seek better ways to deliver value with a solutions-over-problems mindset. We win as One - We collaborate, build strong relationships and value diverse perspectives We’re Driven by Purpose - We are passionate and committed to delivering the best products and services for SMEs We Execute with Ambition - We set ambitious goals, embrace challenges, and deliver with focus and determination. OVERALL PURPOSE Lula is seeking a highly motivated Business Relationship Banker (BRB) to join our newly formed and dynamic Business Relationship Banking team. In this role, the BRB is responsible for strategically and operationally managing a portfolio of high-value Premium Banking and Funding clients. This role entails acquiring new clients and building strong and value adding relationships with our key clients in order to provide excellent service and recommendations on Lula products that will enable their businesses to succeed. If you are someone who likes a new challenge and thrives in an environment where you have the opportunity to contribute towards a top class business relationship banking team, this is the right role for you.Responsibilities will include: Grow a portfolio of high-value Premium Banking and Funding clients, ensuring consistent revenue growth and client retention. Prospect and acquire new clients, ensuring they are onboarded in a timely manner. Serve as the primary point of contact for premium business banking or funding clients, building and maintaining long-term value adding relationships. Utilise your understanding of market trends and client behaviour to provide tailored strategic recommendations and financial solutions that effectively meet client current and future needs. Collaborate with the relevant teams and stakeholders to ensure a smooth underwriting and onboarding process for clients that exceed their expectations. Regularly service accounts and promote Lula’s product offerings, ensuring client satisfaction is your top priority. Conduct thorough analyses of clients' business needs and financial objectives to identify opportunities for cross-selling, upselling, and promoting Lula products to clients. Consistently achieve high client satisfaction scores as per agreed threshold by ensuring that clients are appropriately serviced in line with our value proposition. Work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio. Ensure compliance with internal standards, regulations, and legislative requirements. THE EXPERIENCE & SKILLS WE’RE LOOKING FOR Grade 12 achieved Relevant qualification in business, finance, or related field is desirable 3+ years of experience with a proven track record managing high-value accounts Previous experience in business banking or financial services Experience working with CRM systems (Zendesk preferred) Proven ability to manage an omni-channel environment Familiarity with regulatory compliance in the banking sector Advanced analytical skills #J-18808-Ljbffr

Lula Cape Town, Western Cape, South Africa Join or sign in to find your next job Join to apply for the Business Relationship Banker role at Lula Lula Cape Town, Western Cape, South Africa 22 hours ago Be among the first 25 applicants Join to apply for the Business Relationship Banker role at Lula What We DoWe're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it! What We DoWe're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts, we're on it!Our purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they love.Speaking of love, we’re looking for Lulas who love to make a difference to join our team and change the game.CULTURE CODEWe Embrace Curiosity- We continuously seek better ways to deliver value with a solutions-over-problems mindset. We win as One - We collaborate, build strong relationships and value diverse perspectives We’re Driven by Purpose - We are passionate and committed to delivering the best products and services for SMEs We Execute with Ambition - We set ambitious goals, embrace challenges, and deliver with focus and determination. OVERALL PURPOSELula is seeking a highly motivated Business Relationship Banker (BRB) to join our newly formed and dynamic Business Relationship Banking team. In this role, the BRB is responsible for strategically and operationally managing a portfolio of high-value Premium Banking and Funding clients. This role entails acquiring new clients and building strong and value adding relationships with our key clients in order to provide excellent service and recommendations on Lula products that will enable their businesses to succeed.If you are someone who likes a new challenge and thrives in an environment where you have the opportunity to contribute towards a top class business relationship banking team, this is the right role for you.Responsibilities Will IncludeGrow a portfolio of high-value Premium Banking and Funding clients, ensuring consistent revenue growth and client retention. Prospect and acquire new clients, ensuring they are onboarded in a timely manner. Serve as the primary point of contact for premium business banking or funding clients, building and maintaining long-term value adding relationships. Utilise your understanding of market trends and client behaviour to provide tailored strategic recommendations and financial solutions that effectively meet client current and future needs. Collaborate with the relevant teams and stakeholders to ensure a smooth underwriting and onboarding process for clients that exceed their expectations. Regularly service accounts and promote Lula’s product offerings, ensuring client satisfaction is your top priority. Conduct thorough analyses of clients' business needs and financial objectives to identify opportunities for cross-selling, upselling, and promoting Lula products to clients. Consistently achieve high client satisfaction scores as per agreed threshold by ensuring that clients are appropriately serviced in line with our value proposition. Work seamlessly with the sales support team in ensuring that they are enabled to support you in your portfolio. Ensure compliance with internal standards, regulations, and legislative requirements. The Experience & Skills We’re Looking ForGrade 12 achieved Relevant qualification in business, finance, or related field is desirable 3+ years of experience with a proven track record managing high-value accounts Previous experience in business banking or financial services Experience working with CRM systems (Zendesk preferred) Proven ability to manage an omni-channel environment Familiarity with regulatory compliance in the banking sector Advanced analytical skills Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Lula by 2x Get notified about new Relationship Banker jobs in Cape Town, Western Cape, South Africa . 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Business Development Relationship Manager Application Criteria

Bachelor’s or Honours degree in Finance, Mathematics, Statistics, or a related field.

Experience

Preferably 2-4 years relevant experience.

EE Disclaimer

RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area. Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful.

Purpose of Job

The successful candidate will assist the RisCura Analytics Head of Business and Business Development teams in acquiring new clients. The role involves implementing business development activities guided by the practice development framework.

Key Competencies, Skills and Attributes

• Proficient in Microsoft Office programs, specifically Teams, Word, Excel, PowerPoint, SharePoint, and Dynamics Sales.
• Strong internet research and data mining skills.
• Excellent project management and prioritisation skills, highly organised with attention to detail.
• People-oriented, team player.
• Good written and editing skills in English.

Monthly/Daily Tasks

• Track client engagements on the CRM system; prepare due diligence documents, proposals, contracts, and industry surveys.
• Onboard new clients and coordinate between analysts and clients.
• Conduct industry and competitor analysis.
• Ensure marketing materials, presentations, and client communications are professional and high quality.
• Acquire new clients and maintain relationships with Trustees, Custodians, Prime Brokers, Retirement Funds, Asset Managers, and Mancos.
• Develop business strategies, pitches, and manage projects.
• Manage RFPs, draft proposals, and handle contracting.
• Maintain Analytics BD content in Content Chooser and directories.
• Research industry events and topics for thought leadership and training.
• Support sales and marketing material preparation and distribution.
• Implement practice development framework, identify new opportunities, and support business growth.
• Support the business development function and ensure effective client relations.

Other Key Relationships

• Collaborate with RisCura’s business development teams.
• Work with RisCura Analytics operations and management teams.
• Establish relationships with service providers and industry partners.

It’s impossible to build a culture based on innovation, world-leading expertise, and smart thinking without a very special team. Discover what it takes to be a RisCurian here.

Our company values guide us at every turn. #J-18808-Ljbffr

Business Development Relationship Manager Application Criteria Bachelor’s or Honours degree in Finance, Mathematics, Statistics, or a related field. Experience Preferably 2-4 years relevant experience. EE Disclaimer Ris Cura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area. Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful. Purpose of Job The successful candidate will assist the Ris Cura Analytics Head of Business and Business Development teams in acquiring new clients. The role involves implementing business development activities guided by the practice development framework. Key Competencies, Skills and Attributes Proficient in Microsoft Office programs, specifically Teams, Word, Excel, Power Point, Share Point, and Dynamics Sales. Strong internet research and data mining skills. Excellent project management and prioritisation skills, highly organised with attention to detail. People-oriented, team player. Good written and editing skills in English. Monthly/Daily Tasks Track client engagements on the CRM system; prepare due diligence documents, proposals, contracts, and industry surveys. Onboard new clients and coordinate between analysts and clients. Conduct industry and competitor analysis. Ensure marketing materials, presentations, and client communications are professional and high quality. Acquire new clients and maintain relationships with Trustees, Custodians, Prime Brokers, Retirement Funds, Asset Managers, and Mancos. Develop business strategies, pitches, and manage projects. Manage RFPs, draft proposals, and handle contracting. Maintain Analytics BD content in Content Chooser and directories. Research industry events and topics for thought leadership and training. Support sales and marketing material preparation and distribution. Implement practice development framework, identify new opportunities, and support business growth. Support the business development function and ensure effective client relations. Other Key Relationships Collaborate with Ris Cura’s business development teams. Work with Ris Cura Analytics operations and management teams. Establish relationships with service providers and industry partners. It’s impossible to build a culture based on innovation, world-leading expertise, and smart thinking without a very special team. Discover what it takes to be a Ris Curian here. Our company values guide us at every turn. #J-18808-Ljbffr