Business Manager: Business Banking Sales and Client Portfolio Management
Capitec · Roodepoort, Gauteng
Overview
Capitec is hiring a Business Manager in Roodepoort to grow and manage a portfolio of business banking clients. If you have at least 5 years of banking experience, including 3 in business banking, and you enjoy building client relationships and preparing credit applications, this role offers a strong next step in your banking sales career with a leading South African bank.
About the role
As a Business Manager at Capitec, you will take charge of a portfolio of business banking clients, helping them access the right financial products while keeping the relationship strong and growing. You will work in a proactive sales and service role, meaning you will spend your time understanding client needs, recommending tailored solutions, and making sure existing clients stay happy and loyal.
Day to day, you can expect to manage a complex portfolio of business customers, prepare and motivate credit applications, keep an eye on costs and sales performance, and work closely with different teams to deliver a smooth banking experience. You will also use customer relationship management (CRM) insights to shape how you engage with clients and identify opportunities for growth.
Application note: To apply, first complete a short assessment by clicking the link on the job page. Once done, finalise your application by clicking the apply button. Applications are made through Capitec's official careers site.
Requirements
- Minimum of 5 years banking experience, with at least 3 years in a business banking environment
- Experience managing a complex portfolio of business customers with a focus on service and financial analysis
- Significant experience preparing and motivating credit applications
- Experience with cost control and sales management
- Ideal: 1 to 2 years managerial or leadership experience
- Ideal: 1 to 2 years managing a small business centre
- Minimum qualification: a relevant tertiary qualification in Business Management or Finance
- Ideal: Bachelor's Degree in Business Management or Finance
- Knowledge of business economics, CRM principles, local market sales, general banking practices, credit principles, legal entities, FAIS and FICA
- Skills: interpersonal and relationship management, analytical, negotiation, problem solving, computer literacy (MS Word, Excel, Outlook), commercial and strategic thinking, communication, influencing, attention to detail, decision making
- Clear criminal and credit record
- Willingness to work flexible hours including Saturdays and public holidays
Responsibilities
- Manage and grow a portfolio of business banking clients by identifying and implementing value adding financial product solutions
- Provide a proactive sales and service management function to retain existing clients and attract new business
- Prepare and motivate credit applications for business clients
- Monitor cost control and sales performance within the portfolio
- Use CRM insights to influence client management approaches and strategies
- Build and maintain strong relationships with business customers across different industries
- Apply knowledge of local market sales principles to optimise retention and growth
- Ensure compliance with FAIS, FICA and other relevant banking regulations
Job details
- Organisation
- Capitec
- Location
- Roodepoort, Gauteng
- Job type
- Full time
- Experience level
- Senior (5+ years)
- Education
- Diploma
- Category
- Banking & Insurance
- Posted
- 6 November 2026 (1 day ago)
- Application Method
- Apply online
Success Guide
This is a solid opportunity if you have a few years of business banking experience and you are ready to take on more responsibility. To stand out, make sure your CV clearly shows your experience with credit applications and managing business clients, not just general banking. Capitec also asks you to complete a short assessment before applying, so set aside some time for that and do it carefully. In an interview, be ready to talk about how you have grown a portfolio or retained clients in the past. Show that you understand the risks and rewards of lending to businesses, and bring examples of how you have worked with different types of clients. Good luck!
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