Client Relations Manager – Southern Africa

Vision & Purpose

The purpose of the role is to help the Bank achieve its mission of “stimulating a consistent expansion of and diversification of African trade so as to rapidly increase Africa’s share of global trade, while operating as a first class, profit oriented, socially responsible financial institution and a centre of excellence in African trade matters” by developing opportunities for business development in trade projects and export development finance at the regional level. 

The Client Relations Department covers clients of all industries/sectors across Africa to provide integrated financial solutions to clients, with products/services including Corporate Finance, Project Finance, Specialised Funding including ECA Finance, Syndications, Trade Finance and other financial advisory across all sectors

Nature & Scope

Reporting to the Regional Chief Operating Officer (RCOO), the job holder is responsible for implementation of business plans, client account plans and strategies.

The focus of this position is to proactively engage the Bank’s clients in the Region on an individualized basis to deepen relationships and deliver the Bank’s full product offering. The successful candidate will also be required to identify the Bank’s key/core customers in each region by sector and draw up Account Management Plans for the purpose of maximizing cross selling of the Bank’s products and services

The key aim will be to manage an extensive portfolio of customers, acting as a trusted advisor to each of them. You will also be expected to add to your portfolio, by targeting prospective customers and building strong relationships with them.

Duties & Responsibilities

• Implement client coverage for a given portfolio of clients with deliberate cultivation based on proactive individualized plans.  These plans should be designed to increase client engagement.
• Implement regional service coverage for provision of an impeccable client service to each client or government organization.  
• Work with other deal team members across the Bank’s products and geographies to ensure timely transaction processing.
• Generate bankable leads through anticipating customer needs and finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information.
• Producing call reports and file notes after any client meetings, summarising any additional actions required, including follow-up calls and reviewing call reports produced by team members.
• Sales activity planning, including reviewing existing customer files to identify sales opportunities.
• Compliance with legal requirements, industry regulations, organisational policies and professional codes.
• Assisting in the preparation of annual Regional Strategic and Marketing Plans derived from the Bank’s Strategic Plan for Management’s Approval.
• Preparing new business Pre-Assessment Memos and Credit Proposals from the region, Product teams and Head Office and making recommendations on the same to the Regional Manager and Director, Client Relations.