Job Title: Sales Consultant
Company:
Job description: Job Description: Sales ConsultantMain Purpose:
Promote and sell a range of financial products to clients through proactive sales activities.Key Responsibilities:
- Achieve customer growth, revenue, and collections targets.
- Source and develop new leads through internal campaigns and referrals.
- Establish and maintain relationships with existing and prospective customers.
- Conduct outbound calling to target potential clients and convert inbound inquiries.
- Perform financial needs analyses to identify suitable products for clients.
- Track and manage sales pipeline and prospect data.
- Collaborate with internal stakeholders to ensure effective product offerings.
- Participate in community events to generate new business opportunities.
- Ensure compliance with regulatory requirements and internal policies.
- Provide exceptional customer service and resolve client queries promptly.
Sales Focus:
- Meet and exceed individual activity metrics for all product lines.
- Execute the bank’s sales strategy effectively.
- Maintain detailed tracking of sales activities and results.
Marketing Focus:
- Stay informed about product offerings and market trends.
- Assist in generating new business through marketing initiatives.
Risk & Compliance Focus:
- Ensure high-quality deal reviews and compliance with regulatory standards.
- Report any fraudulent behavior or incidents as required.
Customer Service:
- Adhere to the bank’s customer service standards and TCF principles.
- Help customers achieve their financial goals and needs.
Training & Development:
- Participate in ongoing sales and service development training.
- Complete all mandatory compliance training.
Operational Activities:
- Ensure compliance with branch security and safety procedures.
- Perform administrative duties as required by management.
Education:
- NQF Level 6 qualification aligned with Financial Sector Conduct Authority (FSCA) standards.
- A business-related degree or equivalent qualification.
Experience:
- Minimum of 2 years of sales and client service experience.
- Full representative status in all product categories.
Skills:Technical Skills:
- Strong selling skills and client focus.
- Proficiency in administrative tasks.
- Accuracy and speed in work.
Behavioural Competencies:
- Delivering results and meeting customer expectations.
- Following instructions and procedures.
- Persuading and influencing others.
- Presenting and communicating information effectively.
- Building relationships and networking.
- Working collaboratively with others.
Additional Requirements:
- Ability to meet and exceed sales targets and metrics.
- Strong organizational and planning skills.
- Understanding of compliance and risk management in a banking context.
- Familiarity with marketing strategies and customer engagement techniques.
Expected salary: R230000 – 300000 per year
Location: KwaZulu-Natal
Job date: Tue, 29 Oct 2024 23:17:14 GMT
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