Job Description
To proactively grow the balance sheet of an allocated customer, deliver exceptional experience and education to a portfolio of clients on wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
Prevent wastage and identify process improvements to contain and reduce costs.
Conduct digital client reviews within the context of client engagements.
Liaise with SMEs on complex products to provide appropriate product advice.
Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
Provide appropriate banking and financial solutions across an allocated portfolio of clients.
Participate in planned activities that are appropriate for own development.
Develop, encourage, and nurture collaborative relationships across the FRG.
Ensure compliance with legislative and audit requirements and adherence to relevant processes.
Create solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards.
Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation.
Identify and utilize opportunities for revenue growth to deliver on sales targets.
Job Details
Take note that applications will not be accepted on the below date and onwards; kindly submit applications ahead of the closing date indicated below.
21/10/24
All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
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