Financing Consultant

2 weeks ago


Boksburg, Gauteng, South Africa iMasFinance Co-operative (Ltd) Full time

Job Purpose:

To establish and maintain customer and business relationships, render banking-related support services in order to promote and sell unsecured loan products (personal loans) and Value Adding Products in Boksburg and surrounding areas

Job Outputs:

  • Sales of financing (loans), valueadding products and upselling & cross selling other iMasFinance products
  • Liaise with members/customers, employer groups, customers and dealerships
  • Conduct customer affordability and repayment ability assessments
  • Analyze customer financial position and recommend solutions
  • Efficient and effective member/customer service delivery
  • Retain and maintain relationships with existing members/customers and stakeholders
  • Establish new member/customer and stakeholder relationships
  • Identify possible risk and communicate to relevant parties

Qualifications & Experience:

  • Matric with Mathematics and/or Accounting (Essential)
  • Financial Services Conduct Authority (FSCA) Relevant Qualification (NQF5)(Essential)
  • FAIS Fit & Proper Requirements
  • Valid Driver's License Code 8 (Essential)
  • Computer Literacy-MS Office (Essential)
  • 2 years' experience within a financial/banking industry

Knowledge and Skills:

  • Communication, selling, negotiation, telephone and interpersonal skills
  • Working knowledge of financing products
  • Computer literacy (MS Office)

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