Sales Consultant

2 months ago


Durban, South Africa Jobted ZA C2 Full time

Job Description: Sales Consultant

- Main Purpose:
Promote and sell a range of financial products to clients through proactive sales activities.

- Key Responsibilities:

- Achieve customer growth, revenue, and collections targets.

- Source and develop new leads through internal campaigns and referrals.

- Establish and maintain relationships with existing and prospective customers.

- Conduct outbound calling to target potential clients and convert inbound inquiries.

- Perform financial needs analyses to identify suitable products for clients.

- Track and manage sales pipeline and prospect data.

- Collaborate with internal stakeholders to ensure effective product offerings.

- Participate in community events to generate new business opportunities.

- Ensure compliance with regulatory requirements and internal policies.

- Provide exceptional customer service and resolve client queries promptly.

- Sales Focus:

- Meet and exceed individual activity metrics for all product lines.

- Execute the bank''s sales strategy effectively.

- Maintain detailed tracking of sales activities and results.

- Marketing Focus:

- Stay informed about product offerings and market trends.

- Assist in generating new business through marketing initiatives.

- 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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