Project Manager

4 weeks ago


Durban, KwaZulu-Natal, South Africa Supportwave Full time

Promote and sell a range of financial products to clients through proactive sales activities.

Key Responsibilities :

Achieve customer growth, revenue, and collections targets.

  • Source and develop new leads through internal campaigns and referrals.
  • Establish and maintain relationships with existing and prospective customers.
  • Conduct outbound calling to target potential clients and convert inbound inquiries.
  • Perform financial needs analyses to identify suitable products for clients.
  • Track and manage sales pipeline and prospect data.
  • Collaborate with internal stakeholders to ensure effective product offerings.
  • Participate in community events to generate new business opportunities.
  • Ensure compliance with regulatory requirements and internal policies.
  • Provide exceptional customer service and resolve client queries promptly.

Meet and exceed individual activity metrics for all product lines.

  • Execute the bank''''s sales strategy effectively.
  • Maintain detailed tracking of sales activities and results.

Marketing Focus :

Stay informed about product offerings and market trends.

  • Assist in generating new business through marketing initiatives.

Risk & Compliance Focus :

Ensure high-quality deal reviews and compliance with regulatory standards.

  • Report any fraudulent behavior or incidents as required.

Customer Service :

Adhere to the bank''''s customer service standards and TCF principles.

  • Help customers achieve their financial goals and needs.

Training & Development :

Participate in ongoing sales and service development training.

  • Complete all mandatory compliance training.

Operational Activities :

Ensure compliance with branch security and safety procedures.

  • Perform administrative duties as required by management.

Ideal Candidate :

Proactive individual with a passion for sales.

  • Strong communication skills and customer-centric approach.
  • Ability to foster long-term client relationships and drive business success.
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