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Private Service Advisor

2 months ago

Sandton, South Africa FirstRand Bank Limited Full time

Job Summary

We are seeking a highly skilled and motivated Private Service Advisor to join our team at FirstRand Bank Limited. As a Private Service Advisor, you will be responsible for managing and maintaining a portfolio of clients to support a mutually beneficial relationship.

Key Responsibilities

  • Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business
  • Achieve revenue targets by either growing a portfolio of existing clients or by acquiring new clients
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
  • Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool
  • Manage the growth of active customer Account Base to increase client base
  • Maximise cross sell opportunities and strengthen client relationships
  • Track, control and influence sales activities with the specific aim to achieve previously determined sales targets
  • Comply with governance in terms of legislative and audit requirements
  • Track, control and influence service activities with the specific aim to increase service efficiencies
  • Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines
  • Manage the sales diary by making agreed number of appointments per month and conduct agreed number of sales presentations per month
  • Provide accurate and reliable sales statistics
  • Manage own development to increase own competencies

Requirements

We are looking for a candidate who is passionate about delivering exceptional service and has a strong understanding of business development principles. The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.