Purpose of the Role:
To assist in proactively managing a portfolio of our clients with the objective of ensuring client profitability and retention
FAIS: Compliant
Required Qualification:
BCom (Commerce Stream)
Experience:
2 – 3 years experience within a sales/service environment, financial services experience is preferable
Minimum Role Out-Puts:
Market Share growth Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients
Client Retention Provide sales support efficiencies and services to ensure retention of clients and satisfaction (measured by the Net Promoter Score)
Product Offerings and Solutions Understand and market all Transactional Banking products within the client offering, understand and market all Lending solutions within the client offering:
• Overdrafts
• Mortgage (Single Home loan)
• Mortgage (Multiple assets/ multiple properties)
• Commercial Property Finance
• Share Based Lending
Campaign Management Successfully implement, track and report on Client Campaigns and initiatives Growth of Active Customer Account Base Manage the growth of active customer Account Base to increase Client base and revenue Service Delivery Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions Client Relationship Management Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score) Telephone Etiquette and Professionalism Ensure all client communication is conducted with the highest level of professionalism. All client queries or investigations are responded to proactively and within reasonable timeframes and that both the Client and the Private Banker are continually updated on progress
Sales Stats Provide and track accurate and reliable sales statistics via Siebel Corporate Governance Comply with governance in terms of legislative and audit requirements Sales Co-ordination Provide an efficient client focused administrative service through careful planning, reporting and updating of all related information Co-ordinate and liaise with internal service provides e.g.
• Credit
• Valuations
• Legal