Relationship Consultant

Relationship Consultant

Job Title: Relationship Consultant
Contract Type: Permanent
Location: Gauteng
Reference: JN -022019-15265
Contact Name: Nicole Vine
Contact Email:
Job Published: May 17, 2019 07:19

Job Description



  • Completes and submits all finance applications to Head Office for approval
  • Undertakes completion of all Investment applications for processing
  • Reviews, analyses and captures financial statements
  • Updates exposure reports as and when required
  • Monitors future payment reports
  • Monitors arrears and maintains nil arrears at all times
  • Ensures regular and efficient utilisation of trade facility
  • Collects up to date Audited Financials from clients in a timeous manner
  • Ensures timeous review of existing trade facilities


Sales and Marketing:

  • Obtains achievement of personal sales targets and department targets
  • Maintains relationships with existing clients and/ or businesses
  • Introduces new clients and/or businesses 
  • Undertakes for the cross selling of finance and investment products
  • Attends and supports client functions and events


Customer Service:

  • Maintains existing client relations by regularly keeping in contact with them 
  • Attends to all client/s financial requests and queries by consulting and completing all the necessary documentation with them
  • Provides an efficient and effective service to all clients
  • Protects the company's image by introducing oneself as an advice giver in terms of required regulations



  • B.Com. or relevant tertiary qualification
  • 4-5 years related financial services experience
  • Knowledge of credit and finance
  • Must be able to read and interpret business financials
  • Must be able to compile proposals
  • Articles will be an advantage



  • Excellent communication 
  • Excellent customer service 
  • Ability to work under pressure

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