About us, purpose, experience and qualifications
about us
- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing
- stay curious and you have one simple goal: to improve the lives of customers through simple, effective solutions that meet their needs, contact us today and join a winning team. All appointments will be made in line with the Bank’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.
purpose
To apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships
experience and qualifications
- Minimum Qualification : Grade 12
- Preferred Qualification: Diploma or certificate in banking/business management or similar
- Experience: Minimum 2 years sales experience in a financial services environment.
- Person must not be an unrehabilitated insolvent
Additional information and responsibilities
additional requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check. Preference will be given to applicants with the following: • NQF Level 5 FAIS compliant qualification • RE 5 (Regulatory Examination) Certificate • Must have banking face-to-face sales experience • Must have your own reliable transport to and from respective clients • First preference will be provided to applicants residing in the advertised location
responsibilities
- 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 Portfolio cross sell opportunities and strengthen client relationships.
- Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
- Understand reasons for and comply with governance in terms of legislation and audit requirements.
- Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customer to generate a sale. Source new leads through external contacts and other channels to increase customer base if required.
- Contact prospective clients and sell appropriate banking products in order to achieve sales targets.
- Deliver the end to end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant.
- Analyse competitor information gathered and ensure active monitoring of market trends and influences. Identify new business opportunities that impact on the industry.
- Track, control and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements.
- Manage own development to increase own competencies.
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