Relationship Consultant

Relationship Consultant

Job Title: Relationship Consultant
Contract Type: Permanent
Location: Gauteng
Reference: JN -022019-15261
Contact Name: Nicole Vine
Contact Email:
Job Published: May 17, 2019 06:28

Job Description



  • Submits weekly activity reports to Branch Manager detailing all interactions with all clients as proof of what is accomplished
  • Identifies and reports any suspicious transactions to Branch Manager
  • Completes and submits all finance applications to Head Office for approval in order to deliver an efficient client service
  • Finalises all investment applications for processing and submission to the Branch Admin Manager
  • Submits monthly return (Business approved not yet paid)
  • Submits monthly sales figures to Branch Manager


Sales and Marketing:

  • Achieves monthly sales targets by cross selling finance and investment products
  • Acquires new clients by requesting qualified leads from existing clients 
  • Attends weekly sales meetings
  • Attends and supports client functions and events
  • Promotes selected products 


Customer Service:

  • Develops constructive and cooperative working relationship with clients, and maintaining them over time
  • Attends to all clients’ financial requests and queries
  • Provides an efficient and effective service to all clients at all times in order to promote the services



  • A B.Com degree in Finance or relevant qualifications will be required in order to meet the requirements of the role at the highest level of competence
  • A minimum level of NQF5 would be required
  • Must be FAIS accredited as an advice giver



  • A minimum of 5-7 years of finance experience preferably with at least 2-3 in the sales stream



  • Microsoft Office
  • Sound knowledge of finance
  • Finance processes and procedures
  • Ability to analyse and interpret financials
  • Ability to formulate credit applications



  • Customer orientated
  • Accuracy
  • Attention to detail
  • Efficiency and time management
  • Organisational ability
  • Analytical ability
  • Computer literacy
  • Ability to work under pressure
  • Communication skills (written and verbal)
  • Deadline driven
  • Trustworthy
  • Confidentiality
  • Professional
  • Integrity



  • May be required to work Saturdays

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