Financial Growth Specialist

2 days ago


Cape Town, Western Cape, South Africa The Recruitment Council Full time

**Job Title:** Financial Growth Specialist

We are looking for a highly skilled Financial Growth Specialist to join our team at The Recruitment Council.

**Estimated Salary:** $70,000 - $90,000 per annum, based on location and experience.

**Job Description: **

About the Role

We are seeking a dedicated and results-driven Financial Growth Specialist to promote and sell a range of financial products to clients. This is an excellent opportunity to join our dynamic team and contribute to the growth and success of our organization.

Main Responsibilities
  • Promote and sell financial products to clients through proactive sales activities, achieving customer growth, revenue, and collections targets.
  • Develop and maintain relationships with existing and prospective customers, providing exceptional customer service and resolving client queries promptly.
  • Collaborate with internal stakeholders to ensure effective product offerings and participate in community events to generate new business opportunities.
Sales Focus
  • Meet and exceed individual activity metrics for all product lines, execute the bank's sales strategy effectively, and maintain detailed tracking of sales activities and results.
Marketing Focus
  • Assist in generating new business through marketing initiatives, stay informed about product offerings and market trends.
Risk & Compliance Focus
  • Ensure high-quality deal reviews and compliance with regulatory standards, report any fraudulent behavior or incidents as required.
Customer Service
  • Adhere to the bank's customer service standards and TCF principles, help customers achieve their financial goals and needs.
Training & Development
  • Participate in ongoing sales and service development training, complete all mandatory compliance training.
Operational Activities
  • Ensure compliance with branch security and safety procedures, perform administrative duties as required by management.
Ideal Candidate
  • Proactive individual with a passion for sales, strong communication skills and customer-centric approach, ability to foster long-term client relationships and drive business success.


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