Dynamic Branch External Sales & Service Advisor

FirstRand Bank India; Cape Town; On-site; ZAR 240,000 - 320,000; Full time

Job summary

FirstRand Bank India seeks a Branch External Sales and Service Advisor to deliver tailored financial guidance in a high-volume branch. You will help walk-in and existing clients with compliant, professional advice, aligning solutions to their financial needs.

Role requires understanding FAIS and TCF, maintaining records, and achieving sales targets while upholding ethical standards. Join a dynamic team in a FirstRand POP with growth opportunities.

Qualifications

• Strong understanding of FAIS, TCF, and client-centric advice principles.
• Proven ability to meet sales, service, and compliance targets.

Responsibilities

• Provide compliant, professional financial advice to walk-in and existing clients in a high-volume service branch.
• Understand client financial needs and offer appropriate product solutions.
• Ensure ongoing client relationship management in line with FAIS, FICA, and TCF requirements.
• Maintain accurate and complete client records and documentation.
• Achieve individual and branch sales and service targets.
• Act ethically and take accountability for personal and career development.

Skills

FAIS compliance

TCF

Client-centric advice

Sales targets

Customer service

Education

NQF Level 5 Certificate

Job description

FirstRand Bank India seeks a Branch External Sales and Service Advisor to deliver tailored financial guidance in a high-volume branch. You will help walk-in and existing clients with compliant, professional advice, aligning solutions to their financial needs.

Role requires understanding FAIS and TCF, maintaining records, and achieving sales targets while upholding ethical standards. Join a dynamic team in a FirstRand POP with growth opportunities.