Private Service Advisor

Description To effectively manage and maintain a portfolio of clients to support a mutually beneficial relationship with clientsAchieve the Net Income Return for the Business as defined in the Financial Performance Report of the BusinessAchieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clientsDeliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutionsManage existing clients and grow portfolio through making contact and generating leads through the Net Promoter ToolManage the growth of active customer Account Base to increase client baseMaximise cross sell opportunities and strengthen client relationshipsTrack, control and influence sales activities with the specific aim to achieve previously determined sales targetsComply with governance in terms of legislative and audit requirementsTrack, control and influence service activities with the specific aim to increase service efficienciesCheck all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per monthProvide accurate and reliable sales statistics.Manage own development to increase own competenciesJob DetailsApplication Closing Date26/09/24All 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.