Client Relationship & Financial Solutions Advisor

FirstRand Bank India; Soweto; On-site; ZAR 180,000 - 260,000; Full time

Benefits offered by this job

Opportunities to build relationships

Personal and professional growth

Challenging working environment

Brand ambassador impact

Job summary

FirstRand Bank India is seeking a Branch Advisor to provide compliant, professional financial advice in a high-volume branch environment. You will build and manage long-term client relationships and educate customers to the correct banking platform.

The role requires FAIS knowledge, strong communication, and the ability to work independently or as part of a team, with a focus on customer-centric solutions and ethical conduct.

Qualifications

• Minimum Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related FAIS-recognized 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.
• Build and manage long-term client relationships to support retention and growth.
• Educate customers to the correct Banking platform aligned with their needs.
• Achieve individual and branch sales and service targets.
• Maintain accurate and complete client records and documentation.
• Take accountability for personal and career development.

Skills

Strong communication

Persuasive selling

Agile and flexible

Attention to detail

Planning and organization

Education

NQF Level 5 Certificate

Job description

FirstRand Bank India is seeking a Branch Advisor to provide compliant, professional financial advice in a high-volume branch environment. You will build and manage long-term client relationships and educate customers to the correct banking platform.

The role requires FAIS knowledge, strong communication, and the ability to work independently or as part of a team, with a focus on customer-centric solutions and ethical conduct.