Branch Advisor: Client Relationships & Financial Solutions

FirstRand Bank India; Johannesburg; On-site; ZAR 190,000 - 230,000; Full time

Job summary

FirstRand Bank India seeks a Branch Advisor to deliver compliant financial advice in a high-volume POP setting. You will build lasting client relationships, educate customers on the right channels and banking solutions, and drive sales and service targets while maintaining clean client records.

Ideal candidates have 1–3 years in financial services, a FAIS-aligned mindset, and strong communication skills. Join a dynamic team that prioritizes ethical advice and client outcomes.

Qualifications

• Minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognised fields.
• 1–3 years of experience in customer-facing environments, service delivery, or client support within financial services.

Responsibilities

• Provide compliant, professional financial advice in a high-volume branch environment.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers to the correct channel and product solutions aligned to their needs.
• Achieve individual and branch sales and service targets.
• Maintain accurate client records and documentation.

Skills

Client-focused

Strong communication & interpersonal

Persuasive selling skills

Agile & flexible

Education

NQF Level 5 Certificate in Banking/Business Admin/Customer Service

Job description

FirstRand Bank India seeks a Branch Advisor to deliver compliant financial advice in a high-volume POP setting. You will build lasting client relationships, educate customers on the right channels and banking solutions, and drive sales and service targets while maintaining clean client records.

Ideal candidates have 1–3 years in financial services, a FAIS-aligned mindset, and strong communication skills. Join a dynamic team that prioritizes ethical advice and client outcomes.