Jobs Career Advice Signup

Send this job to a friend


Did you notice an error or suspect this job is scam? Tell us.

  • Posted: May 23, 2023
    Deadline: Not specified
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance.
    Read more about this company


    Premier Relationship Manager

    Job Summary

    • Responsible for recruiting and maintaining a portfolio of premier clients, by selling a high-quality, relationship-oriented, financial planning service, supported by a dedicated Account Executive. Clients are recruited from the existing Bank customer base and externally with the aim of developing significant sales, and high levels of client satisfaction through a mutually beneficial relationship.
    • The client relationship is managed on a highly proactive and ongoing basis over an extended period. Whilst part of a team, the jobholder operates on a mobile basis, meeting clients at times and locations convenient to the client

    Job Description

    Key Accountabilities & Approximate time split.

    Relationship Management and Cross-Selling: Time split 85%

    • Be the first point of contact for customers in the portfolio
    • Drive any required communication to customers in the portfolio
    • Proactively target and recruit clients, through referrals from existing customer portfolios
    • Proactively engage customers in existing portfolios to onboard close family members as part of the family banking strategy
    • Ensure new customers meet CLM Involved measures upon handover from the Premier Acquisition team. Involved tracking will commence from Day 31 to Day 90 and will ensure continued account funding, digital usage and product holding
    • Complete a detailed Customer Discussion Document for new customers upon hand-over from the Premier Acquisition team
    • Ensure the customer portfolio meets CLM Engaged measures – account funding, digital usage, and product holding
    • Drive increased assets balance sheet per customer, liabilities balance sheet per customer and revenue per customer through continued customer engagements
    • Monitor and ensure funding of Zero Balance Accounts, Low Funded Accounts, Inactive Accounts, and Overdrawn Accounts in your portfolio as part of ensuring funding growth.
    • Ensure ongoing reviews of the Customer Discussion Document for each customer in the portfolio and drive satisfaction through proactive identification of identified clients’ ongoing financial needs and cross-sale of required solutions.
    • Actively drive cross-sale targets for the portfolio across product lines – Assets, Liabilities, FX, etc.
    • Proactive engagement of required business specialists to support the fulfillment of customer needs
    • Manage the client portfolio, making proactive contact on a regular basis and meeting clients at their convenience, and maintain an updated calendar/diary to track customer meetings
    • Ensure customers in the portfolio are contacted/engaged as per the laid down Premier Customer Engagement procedures

    Business Management: Time split 15%

    • Ensure the targeted level of business results (i.e. income, balance sheet, costs, client satisfaction, and client recruitment) for the jobholder’s own portfolio are maintained
    • Review portfolio on a regular basis recommending clients
    • Adhere to standards, legal and regulatory, in accordance with the Absa Premier guidelines and Head Office instructions

    Risk and Controls 

    • Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.

    Technical skills / Competencies 

    • People Management
    • Communication and Presentation
    • Business awareness
    • Business management
    • Performance management
    • Resource management
    • Relationship management
    • Team building
    • P C skills
    • Planning

    Knowledge, Expertise, and Experience 

    • In-depth knowledge of the full range of Barclays Africa retail product set and services and an overview of corporate and small business services
    • In-depth understanding of technical support systems e.g. Flex, BOC, IBOC
    • Detailed understanding of the retail network business processes and operating procedures.
    • Thorough knowledge of operating instructions and audit requirements.
    • Good understanding of Absa Africa's risk policy
    • Awareness of Absa Africa's retail strategy, operating structures, and interfaces
    • Knowledge of Absa Africa people's policy and procedures
    • Understanding of the local competitor market.
    • Team leader experience


    • Circa 2 years of team leader experience
    • Record of achievement in a sales and service environment
    • Experience in handling customer complaints
    • Previous experience in handling operational risk issues
    • Previous roles could include
    • Personal banker team leader
    • Prestige team leader

    Method of Application

    Interested and qualified? Go to Absa Bank Limited on to apply

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Absa Bank Limited Back To Home

Subscribe to Job Alert


Join our happy subscribers

Send your application through

GmailGmail YahoomailYahoomail