Consultant, Proactive Sales

Standard Bank Group; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial institution in Cape Town seeks a dynamic professional to enhance client engagement and acquire new business. Candidates should have 3-4 years experience in Personal and Private Banking, showcasing exceptional sales techniques and client management capabilities. The role involves understanding client banking needs and driving revenue growth with a focus on customer experience. This position offers full-time employment with a commitment to client satisfaction.

Qualifications

• 3-4 years of experience in Personal and Private Banking with strong sales techniques.
• Proven track record in managing high-value client portfolios.
• Experience in proactive client acquisition in the financial services sector.

Responsibilities

• Provide an efficient point of contact for clients.
• Acquire new business within the local market.
• Identify and fulfill clients' banking needs.

Skills

Sales Experience

Direct Sales

Communication Skills

Negotiation

Customer Service

Retail Sales

Basic Math

Analysis Skills

B2B Sales

Door-to-Door Experience

Education

Matric

National Diploma (NQF6 FAIS recognized qualification)

Job description

To provide an efficient and effective point of contact for new and existing Consumer Clients within the Branch and through proactive initiatives. To provide onsite selling capability to lead sources and acquire new business within the relevant Local Market. To ensure that clients' banking needs are identified and fulfilled efficiently and cost-effectively while managing the risks associated with new account mandates and specimen signatures.

Qualifications:

• Matric
• National Diploma (NQF6 FAIS recognized qualification)

Required Experience:

• A minimum of 3-4 years of demonstrable experience in Personal and Private Banking, with a strong emphasis on highly skilled sales techniques to drive revenue growth.
• Proven track record in managing high-value and multi-segment client portfolios, including the ability to identify upselling and cross-selling opportunities effectively.
• Extensive experience in proactive client acquisition within the financial services sector, showcasing exceptional sales acumen and the ability to exceed acquisition targets.
• Demonstrated proficiency in stakeholder management, ensuring collaborative partnerships that support sales objectives and client satisfaction.

Additional Information:

Behavioural Competencies:

• Embracing Change
• Establishing Rapport
• Examining Information
• Following Procedures
• Producing Output
• Team Working

Technical Competencies:

• Attitude of Customer Experience
• Banking Processes & Procedures
• Client Retention
• Customer Understanding (Consumer Banking)
• Mindset of Customer Experience
• Product-Related Systems (Consumer Banking)
• Risk Identification

Remote Work:

Employment Type: Full-time

Key Skills:

Sales Experience, Direct Sales, Door-to-Door Experience, B2B Sales, Customer Service, Communication Skills, Basic Math, Retail Sales, Analysis Skills, High-end Sales, Outside Sales, Negotiation

Experience:

3-4 years

Vacancy:

1