Business Banking Advisor

2 weeks ago


Cape Town, Western Cape, South Africa FirstRand group Full time

Description

To manage and grow a portfolio of Small and Medium Enterprises with high profit generation To conclude telephonic sales aligned to set targets via focused campaigns to further entrench and increase profitability of the existing Business Banking and Commercial Base Identifying customer needs and providing information on a broad range of the business's and groups products and services Provide simple and complex sales support to clients relating to Transactional Banking, Product and Credit Sales through outbound technology platforms (telephony, sms, email, web, chat etc) campaigns to the Business Banking and Commercial Base Maintain and develop new and existing relationships to customers through appropriate propositions and ethical sales methods, and relevant internal liaison, optimizing quality of service, business growth and customer satisfaction Plan and priorities personal sales activities and customer/prospect contact towards achieving agreed business aims Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships Consistent delivery of high quality sales with each customer interaction with full accountability on client experience Update the existing databases with changes and the status of each customer/prospective customer Arrange/facilitate for the finalization of documentation and information to customers and related parties to conclude on sales Understand and own key performance indicators track and improve own performance with Personal Development Plans and achievement of Sales Targets Management of personal time and productivity Manage risk and ensure adherence to compliance process

Qualification Requirements:

FAIS Compliant (RE5) NQF5 (Financial) 2 year Customer Care/ Call Centre environment experience Experience of dealing with high level customer queries in a Customer Care environment

Job Details

Application Closing Date

01/09/24

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.


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