Sales and Service Consultant

7 months ago

Durban, South Africa FinIT Select Staffing Full time

Sales and Service Consultant

**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 and Experience
- Minimum Qualification: Matric
- Microsoft office Computer Literate
- Experience: 1-2 years related experience

**Job Types**: Full-time, Permanent

**Salary**: R6 010,05 - R26 262,59 per month

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