Financial Consultant

4 days ago


Durban, KwaZulu-Natal, South Africa Nedbank Namibia Full time
Job Overview

Nedbank Namibia is seeking a highly motivated and results-driven Financial Consultant to join our team. As a Financial Consultant, you will be responsible for identifying new business opportunities and expanding existing client relationships to drive sales growth.

Key Responsibilities
  • Contribute to a culture conducive to achieving transformation goals by participating in Nedbank's culture-building initiatives.
  • Participate and support corporate social responsibility initiatives aligned with key business strategies.
  • Identify and recommend opportunities to enhance processes, systems, and policies, and support the implementation of new processes, policies, and systems.
  • Follow established procedures for opening accounts using a checklist and account opening matrix.
  • Complete weekly compliance training and assessment online to stay up-to-date on changes.
  • Maintain relevant compliance Letter of Authority and inform clients at each interaction.
  • Action daily control reports and attach correct documentation.
  • Identify new clients and their needs through needs analysis and provide suitable solutions.
  • Cross-sell to existing clients by establishing needs through financial fitness discussions.
  • Obtain referrals from existing clients and leads from other Business Units through area collaboration.
  • E nsure that every deal done is priced in line with Business Unit objectives and strategy.
  • Generate revenue through charging for ad hoc services provided to clients.
  • Monitor and manage sales on a daily, weekly, and monthly basis to achieve monthly targets.
  • Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
  • Participate in end-of-day discussions and apply recommendations from managers to optimize sales results.
  • Stay abreast of legislation and other industry changes impacting the role by reading relevant newsletters, websites, and attending sessions.
  • Understand and embody the Nedbank vision and demonstrate values through interactions with team and stakeholders.
Essential Qualifications
  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
Preferred Qualification

BA in Commerce: Banking or Accounting. FAIS qualification, Regulatory Examinations 1.



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