Banking Advisor
3 weeks ago
Description
To assist in proactively managing a portfolio of affluent clients with a team of Private Advisors through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service. Understand and market all financial services solutions within the relevant business offering. Assist with profit growth for the business through. Ensure effective management of the leads pipeline. Develop, encourage and nurture collaborative relationships across the FRG. Continuously assess own performance, seek timely and clear feedback and request training where appropriate. Contribute to innovation by finding faster and more accurate ways of working. Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information. Develop and manage key stakeholder relationships that enable achievement of operational objectives. Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions. Act responsibly with work related resources in order to contribute to cost containment. Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base. Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation. Provide sound services and recommendations based on customer and client needs, current information and trends. Achieve expected financial targets and uphold associated service levels.You Will Be an Ideal Candidate If You
Minimum Qualification - RE5 Certificate with a Degree NQF7 level in Finance or Accounting Experience - 2 to 3 years’ experience within a Sales/Service area of a financial environment. A person must not be unrehabilitated insolvent.You Will Have Access To
Opportunities to network and collaborate. Challenging Working Opportunities to innovate.We Can Be a Match If You Are
Curious & courageous - you are driven by always wanting to know more and learn more and you are brave enough to Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it. Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base. Comply with relevant statutory, legislative, policy and governance requirements and set processes and procedures related to specialization.#POST
#FNB
#LI-EM1
We look forward to engaging with you further. Apply now
Job Details
Application Closing Date
31/10/24All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
-
Banking Advisor
2 weeks ago
Polokwane, South Africa FNB Namibia Full timeTime left to apply: End Date: October 31, 2024 (20 days left to apply) Job requisition id: R23038 Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Advisors through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new...
-
Banking Advisor
2 weeks ago
Polokwane, South Africa Rmbwestport Full timeTime left to apply: End Date: October 31, 2024 (20 days left to apply) Job requisition ID: R23038 Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Advisors through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new...
-
Banking Advisor
3 weeks ago
Polokwane, South Africa FirstRand Full timeJob Description To assist in proactively managing a portfolio of affluent clients with a team of Private Advisors through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. -...
-
Banking Advisor
3 weeks ago
Polokwane, Limpopo, South Africa FirstRand group Full timeJob SummaryWe are seeking a highly skilled and motivated Banking Advisor to join our team at FirstRand Group. As a key member of our team, you will be responsible for providing exceptional service to our affluent clients, identifying new business opportunities, and growing our portfolio of existing clients.Key ResponsibilitiesContribute to a culture of...
-
Private Banking Advisor Affluent
5 months ago
Polokwane, South Africa FirstRand Full timeJob Description Hello future Private Banking Advisor Welcome to FNB, the home of the chargeables. We design shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our Private Banking & Advisory Team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that...
-
Business Manager Commercial Banking
2 months ago
Polokwane, South Africa Nedbank Full time**Business Manager Commercial Banking** - Requisition Number-135742- Closing Date;11 September 2024- Location-Limpopo- Talent Acquisition Consultant - Veronica Manyike- Job Family- Sales and Service - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional (MSP) - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To grow...
-
Business Manager Commercial Banking Specialist
4 weeks ago
Polokwane, Limpopo, South Africa Nedbank Full timeJob Title: Business Manager Commercial BankingAt Nedbank, we are seeking a highly skilled and experienced Business Manager Commercial Banking to join our team. As a Business Manager Commercial Banking, you will be responsible for growing commercial bank revenue through the management and cross-selling to existing portfolio, as well as acquiring new to bank...
-
Private Advisor
1 month ago
Polokwane, South Africa FirstRand group Full timeDescription To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Advisor Welcome...
-
Private Advisor
2 weeks ago
Polokwane, South Africa FNB Namibia Full timeJob Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Private Advisor Welcome...
-
Universal Advisor
2 weeks ago
Polokwane, South Africa FNB Namibia Full timeJob Description To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process. - Connect with our customers by living up to our brand promise of how we can help...
-
Customer Experience Advisor
5 months ago
Polokwane, South Africa FirstRand Bank Limited Full timeDescription To provide excellent customer experience by welcoming customers, understanding their requirements, and managing the waiting experience by directing customers to the correct channels (eChannel’s and Self Service) based on customer centricity and customer experience best practice Contribute to cost efficiencies through responsible...
-
Private Advisor
2 weeks ago
Polokwane, South Africa Rmbwestport Full timeTime left to apply: End Date: October 31, 2024 (20 days left to apply) Job requisition ID: R17333 Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and...
-
Private Clients Advisor
2 weeks ago
Polokwane, South Africa RMB Full timeTime left to apply: End Date: October 23, 2024 (5 days left to apply) Job Requisition ID: R23497 Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and...
-
People Partner Polokwane Limpopo
4 months ago
Polokwane, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
People Partner Polokwane Limpopo
4 months ago
Polokwane, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
External Sales and Service Advisor Lead Obr
5 months ago
Polokwane, South Africa FirstRand Full timeJob Description - Achievement of targets for business. - Understand, read and anticipate the market and clients needs to design and deliver innovative, customized value adding solutions to portfolio of clients. - Deliver exceptional service that exceeds clients’ expectations through proactive, innovative and appropriate solutions. - Maximise Business...
-
MFC Sales Manager
2 weeks ago
Polokwane, South Africa Old Mutual Life Assurance Company (SA) Ltd Full timeMFC Sales Manager (Seshego) Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year. The position has...
-
People Partner: Human Capital Limpopo Province
5 months ago
Polokwane, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...
-
Sales Consultant
2 months ago
Polokwane, South Africa AddPay Full timeAddPay (Pty) Ltd is a successful fintech located in Techno Park, Stellenbosch. We have grown by implementing new ideas and equipment in the payment processing industry to enrich payment solutions with automation and great tech. The primary competencies are: The primary characteristics of the incumbent are: We are looking for someone that will own the...