Sales Advisor

2 weeks ago


Randburg, South Africa FirstRand Full time

Job Description

To provide advice, support and/or sales through excellent service and solutions delivery and product knowledge to ensure an excellent banking experience for customers
- Act responsibly with work related resources in order to contribute to cost containment
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Assist with profit growth for the business through sales and acquisition of new clients
- Support sales through analysis of client portfolio and pro-active client engagement
- Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
- Identify sales opportunities and ensure effective management of the leads pipeline
- Report on transactional and process activities within set guidelines to provide timely information for decision making
- Comply with relevant statutory, legislative, policy and governance requirements
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
- Address customer needs in order to meet or exceed customer expectations
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
- Achieve expected financial targets and uphold associated service levels

Minimum Requirement:
- FSCA Recognized NQF level 5- RE5- Mandated for intermediary sub-cats 1.17, 1.18 and 1.22 (not currently under supervision)- 1 - 2 years of call center experience

Post

FNB

LI-AM1

Job Details

02/10/25


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