Sales & Service Consultant

2 weeks ago

Matatiele Eastern Cape, South Africa Lesaka Technologies Full time

**Key Performance Areas**

To acquire and educate for sales and service. drive digital migration, ensure activation and cross complementary products
**Customer**
- Takes accountability in customer engagement to identify customer’s needs.
- Use the systems to establish the authenticity of the customer and avoid dealing with and compromising information to unauthorized persons.
- Performs the regulatory checks for the customer, FICA, POPI and NCR
- Aid customers in account servicing and account origination.
- Handles client serving like issuing of card, answering to client queries
- Referring matters outside the operational mandate to the team leader

**People**
- Adheres to principles of teamwork
- Allows to be led by the senior

**Finance**
- Ensure that revenue is generated by meeting the agreed sales target
- Retain customers by providing client service and resolving complaints and queries timeously
- Prevent account closures and operational losses by following laid down procedures on compliance

**Process, Risk, Regulatory & Compliance**
- Comply with FAIS guidelines (Honesty and Integrity)
- Operates within the code of conduct
- Adhere to Treat Customer fairly, FICA, POPI and NCR guidelines
- Refers any matters outside the laid down scoring to the team leader
- Operate within the stipulated Levels and Limits
- Collate information regarding systems, clients and process to aid an improvement of the overall client experience

**Responsibilities**
- Leads identified converted into successful sales.
- Ensure activities support cost containment and reduction.
- Educate customers on correct digital channels to maximize channel optimisation.
- Connect with our customers by living up to our brand promise of “HIGH FIVE” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
- Make sure ACTIVATION is PRIORITY on onboarding
- Always conduct themselves in an ethical manner.
- Adhere to the TCF (Treating Customer fairly) principles in all that you do.
- Optimize every customer interaction to migrate cash transactions and/or convert customer to digital channels and self-service channels.
- Resolve all customer queries efficiently, and within agreed timelines.
- Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
- Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrates behaviour in support of the organizational values.
- Takes accountability for own performance, personal and career development.
- Maintain an ability to adapt to ever changing business and customer needs.
- Contribute to the overall effectiveness and success of the team.
- Improve knowledge and competencies by completing role specific training.

**Key performance measure**
- Meet stipulated target
- Service compliments and complaints
- Adhere to Compliance requirements
- Operational losses and attrition

**Qualifications**
- Minimum Qualification: NQF 4 Qualification
- Preferred Qualification: Relevant NQF 5 qualification as prescribed by the Financial Services Board
- Regulatory Exam qualification
- An appropriate recognised business Diploma or Higher Certificate at NQF level 6
- Microsoft office Computer Literate

**Experience**
- Experience: 1-2 years related experience
- FAIS - Yes

**The successful applicant must**:

- Leadership competencies - Manager of Self
- Meeting customers’ needs: I make every effort to understand and fulfil the needs of my internal and external customers. The relationships I establish help customers to feel valued and appreciated and reflect good business practices.
- Handling upset customers: I handle upset customers by hearing them out, empathizing, apologizing, and taking personal responsibility for resolving their problems/issues
- Accepting development opportunities: I accept responsibility for my own development so that I can reach my full potential; and I jointly determine appropriate developmental activities with my manager; OR
- Inspiring others to develop I instil in others a curiosity for new knowledge, experiences, and challenges, and help team members to create development opportunities for the achievement of their full potential
- Anticipating changes: I anticipate changes in work tasks, situations, and the environment, and actively use new situations as opportunities to achieve results
- Considering impact: When attempting to improve my work outputs, I consider the people and systems that will be impacted by my actions
- Working interdependently: My best results are achieved when working with or through my team and, where applicable, several diverse teams across the Net1
- Valuing teams: I value the talents of others, demonstr

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