Absa - Consultant Sales(Retail)(CC)-Joseph
Primary Location
:South AfricaJob Type
:PermanentPosting Range:08/02/2012 - Ongoing
Description
Job Purpose
To grow the Bank customer base through acquisition and increased customer profitability of the identified portfolio. Gain new customers and increase portfolios of current customers through proactive attraction, cross-selling and retention
Key Responsibilities
• Address customer needs by providing appropriate banking advice and guidance
• Extend customer relationships to relevant parties to address customer needs
• Achieve contracted sales targets according to sub-segment objectives
• Act as a single point of reference to appropriately channel the customer
• Be accountable for end to end sales fulfillment
• Selectively acquire potentially profitable customers by converting qualified leads into a sale
• Retain, cross-sell and expand utilisation of products and services by converting qualified leads into sales
• Execute World Class Management Practices
• Identify sales gaps, implement and execute corrective action plans and identify external sales opportunities
• Build network relationships with internal and external stakeholders to ensure realisation of clients needs
• Ensure effective implementation and support to national and localised sales campaigns
• Manage own career and personal development by ensuring product increase knowledge
• Form part of Buddy Teams and assist each other with leads
• Ensure compliance to the Bank policies and procedures
• Sign off and adhere to the applicable Sales and Service Standards
• Adhere to legislative requirements e.g. FAIS, Financial Intelligence Centre Act (FICA), Customer Acceptance Screening Application (CASA), Record of Advice (ROA) , National Credit Act (NCA ) etc.
• Adhere to Sales Audit requirements e.g. outstanding securities, completion of sales registers etc
• Ensure fraud is detected e.g. employment documents etc
• Ensure customer satisfaction by delivering exceptional customer service
• Accurately determine Customer needs through interaction with the client
• Log complaints and complements on Customer Care Process (CCP) system as per policy and procedure
• Extend customer relationships to relevant parties to address customer needs
• Achieve contracted sales targets according to sub-segment objectives
• Act as a single point of reference to appropriately channel the customer
• Be accountable for end to end sales fulfillment
• Selectively acquire potentially profitable customers by converting qualified leads into a sale
• Retain, cross-sell and expand utilisation of products and services by converting qualified leads into sales
• Execute World Class Management Practices
• Identify sales gaps, implement and execute corrective action plans and identify external sales opportunities
• Build network relationships with internal and external stakeholders to ensure realisation of clients needs
• Ensure effective implementation and support to national and localised sales campaigns
• Manage own career and personal development by ensuring product increase knowledge
• Form part of Buddy Teams and assist each other with leads
• Ensure compliance to the Bank policies and procedures
• Sign off and adhere to the applicable Sales and Service Standards
• Adhere to legislative requirements e.g. FAIS, Financial Intelligence Centre Act (FICA), Customer Acceptance Screening Application (CASA), Record of Advice (ROA) , National Credit Act (NCA ) etc.
• Adhere to Sales Audit requirements e.g. outstanding securities, completion of sales registers etc
• Ensure fraud is detected e.g. employment documents etc
• Ensure customer satisfaction by delivering exceptional customer service
• Accurately determine Customer needs through interaction with the client
• Log complaints and complements on Customer Care Process (CCP) system as per policy and procedure
Qualifications
Minimum Requirements
• National Diploma or equivalent NQF level 5 qualification or higher
• NQF Level 5 FAIS qualification with 60 credits
• Two (2) years sales experience
• One (1) years FAIS experience in a FAIS role
• Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet
• No criminal record
Preferred Requirements
• B Com or B Degree or equivalent NQF level 6 qualification
• Three (3) years Retail Banking or financial services experience
• Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status
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