Client Growth & Service Advisor - Financial Services

Firstrand Bank Limited; Polokwane; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial institution in Limpopo is seeking a Sales Consultant to enhance customer experience and achieve revenue targets. The successful candidate will manage a client portfolio, convert leads into sales, and ensure compliance with regulations. A financial qualification (NQF5 or higher) is essential. This role offers the opportunity to grow within a supportive and inclusive environment.

Qualifications

• Completed financial related qualification (NQF5 or higher).
• Experience in sales or customer service.
• Ability to manage a client portfolio.

Responsibilities

• Provide a positive customer experience through sensitivity to transaction needs.
• Achieve revenue targets by growing existing clients or acquiring new ones.
• Convert leads into successful sales.
• Maximize cross-sell opportunities and strengthen client relationships.
• Comply with governance in terms of legislative and audit requirements.

Skills

Customer service

Sales skills

Networking

Financial product knowledge

Education

Financial related qualification (NQF5 or higher)

Job description

A leading financial institution in Limpopo is seeking a Sales Consultant to enhance customer experience and achieve revenue targets. The successful candidate will manage a client portfolio, convert leads into sales, and ensure compliance with regulations. A financial qualification (NQF5 or higher) is essential. This role offers the opportunity to grow within a supportive and inclusive environment.