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Private Wealth Banking Professional
2 weeks ago
Sales Support Consultants play a crucial role in delivering exceptional customer experiences and driving business growth in Private Wealth Banking.
About Our Team- We are a highly motivated team of professionals committed to excellence in customer service and support.
- Our goal is to empower our customers to make informed financial decisions by providing them with expert advice and guidance.
The Sales Support Consultant will be responsible for:
- Delivering dynamic virtual end-to-end customer sales and service including fulfillment, resolving customer queries, cross selling and/or upselling all relevant bank products on offer.
- Providing sales and services enablement according with service delivery excellence plans by putting customer experience at the centre of products, services, solutions, advice and fulfillment.
- Achieving predetermined sales targets through generating quality applications.
- Contacting the customer and executing the sales process within the desired turnaround time.
- Ensuring first call resolution.
- Tracking of conversions from lead or call to application and then to fulfilment.
Key Responsibilities
- Update the system with accurate information to inform accurate reporting.
- Strictly adhere to all risk and governance policies, standards and procedures.
- Participate in survey (EOS) and in findings action plans.
- Support BSSA CSI initiatives.
Requirements
- Higher Certificates and Advanced National (Vocational) Certificates: Business, Commerce and Management Studies.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong analytical and problem-solving skills.