Brief Posting Description
To develop and maintain relationships with clients High level knowledge of business finance and investments Generates new business.
Detailed Description
Job Requirements
• To develop and maintain relationships with clients High level knowledge of business finance and investments Generates new business.
• Achievement of the Net Income Return for the Business as defined in the Financial Performance Report of the Business
• Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business
• Drive an increase in average balance of specific portfolio of liabilities (e.g. Call reports, 32 Day Deposits, Fixed Deposits) as defined in the Financial Performance Report of the Business
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
• Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Manage the growth of active customer Account Base to increase client base
• Maximise Business Portfolio cross sell opportunities and strengthen client relationships
• Manage the migration of accounts from transactional to Self Service
• Ensure effective Data Management by ensuring expired limits are attended to against set target. Prepare credit proposals for review by the Credit Product House.
• Monitor and evaluate the organisation's success in managing its legal and compliance risks for the Portfolio of Business Account
• Provide accurate and reliable sales statistics.
• Manage own development to increase own competencies
Additional Details
• Recognized FSB NQF 6 Certification
• 2 -3 years related financial services experience
• Regulatory Exam Certificate