Branch Advisor - Client Solutions & Compliance (FAIS)

FirstRand Bank India; Cradock; On-site; ZAR 180,000 - 240,000; Full time

Job summary

FirstRand Bank India is hiring a Branch Advisor to deliver compliant financial guidance in a high-volume POP branch. You will help customers with their banking needs, explain channels, and maintain accurate client records.

You will build lasting relationships, meet sales and service targets, and stay up-to-date with FAIS, FICA, and TCF requirements. The role emphasizes ethical advice, accountability, and professional growth.

Qualifications

• FAIS, TCF and client-centric advice knowledge required.
• Ability to meet sales, service, and compliance targets.
• Experience in customer-facing environments in financial services.

Responsibilities

• Provide compliant, professional financial advice to clients.
• Walk-in and existing clients in high-volume service branch.
• Understand client financial needs and offer appropriate product solutions.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.

Skills

Client-focused

Sales targets

Communication skills

Problem solving

Ethical

Education

Grade 12 / NQF Level 4

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

Job description

FirstRand Bank India is hiring a Branch Advisor to deliver compliant financial guidance in a high-volume POP branch. You will help customers with their banking needs, explain channels, and maintain accurate client records.

You will build lasting relationships, meet sales and service targets, and stay up-to-date with FAIS, FICA, and TCF requirements. The role emphasizes ethical advice, accountability, and professional growth.