Standard Bank Consultant , Proactive Sales Jobs in South Africa
Standard Bank Consultant , Proactive Sales Jobs in South Africa
Job Purpose To provide an efficient and effective point of contact for new and existing Personal Market customers within the Branch and through Proactive initiatives.
To provide an onsite selling capability to lead sources.
To acquire new bulk Personal and Inclusive market business within the relevant Region.
To ensure that the customers’ banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates and specimen signatures.
Key Responsibilites
Drive transaction-led customer acquisition: Accountable for achievement of daily, weekly and monthly personal market sales targets.Facilitates and oversees workplace banking, bank days. Regularly develops opportunities for sales by actively searching for new contacts to expand sales opportunities.
Customer experience: Complete all compliance training within laid downtimelines. Provides a mobile primary point of contact to the employees and or gatekeepers, of Standard Bank’s business market customers.
Efficiency and effectiveness: Conduct a needs analysis to identify customer needs effectively when opening new accounts or providing product advice, in line with Financial Advisory and Intermediary Service Act (FAIS) license categories. Completes disclosure to the customers in terms of accreditation,
service fees, and commission.
Credit Management: Implements all the required steps and controls according to laid down procedures when opening accounts to minimise the risks associated with new business. Ensures that all customer information is accurately captured.
Qualifications
First Degree Business Commerce ( NQF 7)
Valid driver’s licence
4-5 years banking experience and Proven sales track record in the financial services industry.
Experience in dealing with self-employed customers, high value/multi segment customers.
Must have relevant intermediary experience in respect of the FAIS product subcategories applicable to this role.
How to Apply
For more information and job application details, see; Standard Bank Consultant , Proactive Sales Jobs in South Africa
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