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
• Fulfilment to ensure that client expectations are met Achievement of Sales Team Efficiencies Assist to track, control and influence sales activities to increase efficiencies and client delivery. Manage the internal client related activities to ensure that the Private Banker’s time is optimized at all times to increase sales and client profitability
Cognitive Analysis and Attention To Detail
Precise, systematic and rule-oriented in gathering, reviewing and evaluating data from a variety of perspectives; includes the ability to work with precision and highlight inaccuracies and inconsistencies in detailed information
Interpersonal| Building Strategic Relationships / Networking
Develops a wide network of business contacts and use influential people as agents to accomplish professional objectives
Functional Business Insight and Risk Awareness
Utilises relevant economic, financial and industry data to assess business performance and make recommendations to ensure continue growth, viability and competitive advantage within sensible risk parameters
Functional Commercial and Financial Acumen
Understands relevant financial and commercial knowledge and applies this knowledge to be able to optimise financial resources to meet current and/or future priorities
Interpersonal Customer Service Orientation
Anticipates, recognises and meets the needs of internal and external customers, taking responsibility for maintaining the highest service standards and developing and sustaining productive client relationships
Communication Influencing and Impact (Inc. Negotiation)
Use verbal and non-verbal communication skills to influence an audience and negotiate acceptance of proposals, plans or ideas
Functional Mathematical Acumen
Reasons with numbers and other mathematical concepts and presents numerical data in graphs, diagrams, charts and tables
Communication Verbal and Written Communication (Inc. Listening)
Listens attentively, presents information in a clear manner and responds appropriately to the verbal and written communication of others; includes the ability to regulate delivery in response to the needs of the target audience