Consultant, Proactive Sales

Business Segment: Personal & Private BankingTo 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 clients' banking needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new accounts, mandates, and specimen signatures.QualificationsMinimum QualificationsNational Diploma (NQF6 FAIS Aligned Qualification)Experience3-4 years of experience in dealing with self-employed clients and high value/multi-segment clients.Proven sales track record in the financial services industry with proactive hunting experience and good stakeholder management experience.Additional InformationExamining InformationInteracting with PeopleMaking DecisionsResolving ConflictBanking Process & ProceduresClient RetentionProduct Related Systems (Consumer Banking)
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