Private Banker - Richards Bay Verfied

Salary Negotiable Richards Bay, Kwazulu-Natal Richards Bay, Kwazulu-Natal more than 14 days ago 15-07-2015 7:16:44 AM
12-08-2015 7:16:44 AM
Purpose of the Role:
To proactively optimise a portfolio of our client with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base
Required Qualification:
Relevant Degree – Commerce or Financial Stream
Experience:
Minimum of 3 years experience in a sales or client facing role within the financial services industry
Minimum Role Out-Puts:
Revenue Growth for Return on Investment (ROE) Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio
Client Optimisation Analyse client’s current product offerings and solutions with the aim of ensuring our company be the client’s primary banking institution. In addition, identifying transactional and lending requirements
Product Offerings and Solutions Understand and market all Transactional Banking products within the company offering Understand and market all Lending solutions within the FNB Wealth 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 Achievement of Sales Targets Track, control and influence sales activities with the specific aim of achieving previously determined sales targets Maximise Cross Sell Opportunities (VSI) Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management 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)
Sales Stats Provide and track accurate and reliable sales statistics via Siebel Corporate Governance Comply with governance in terms of legislative and audit requirements
Personal Development Manage own development to increase own competencies