Consultant, Proactive Sales

Business Segment: Personal & Private Banking
To provide an efficient and effective point of contact for new and existing Consumer Clients within the Branch and through Proactive initiatives. To provide an onsite selling capability to lead sources and acquire new business within the relevant Local Market. To ensure that the clients' banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates and specimen signatures.
Qualifications
Minimum Qualifications National Diploma (NQF6 FAIS Aligned Qualification)Experience 3-4 yearsExperience in dealing with self-employed clients, high value/multi segment clients.Proven sales track record in the financial services industry, pro-active hunting experience i.e. and good stakeholder management experience. Additional Information Examining InformationInteracting with PeopleMaking DecisionsResolving ConflictBanking Process & ProceduresClient RetentionProduct Related Systems (Consumer Banking)

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