Home Loans Sales Consultant (139041)

Nedbank Private Wealth; Pretoria; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial institution is seeking a dedicated professional to enhance their client base through mobile sales strategies. The role involves engaging with companies to provide financial wellness programs and building lasting relationships. Candidates should have a strong sales background, particularly in home loans, and be adept at relationship management. This is an exciting opportunity to contribute to Nedbank's growth while ensuring exceptional service delivery.

Qualifications

• 3 years of relationship management experience in the financial sector.
• 3 years of sales experience in a Home Loans environment.

Responsibilities

• Acquire new business by selling Nedbank products to newly identified companies.
• Build relationships with internal stakeholders to ensure team collaboration.
• Conduct needs analysis to meet financial needs of companies.

Skills

Relationship Management

Sales

Networking

Customer Satisfaction

Education

NQF Level 5

Matric / Grade 12

Job description

Requisition and Specialist Recruiter Details

Closing Date: 06 May 2025

Cluster and Location: Total Business Banking and Retail Channel Sales Home Loans

Manage Self: Technical

Job Purpose

To increase the client base and fulfill clients' sales and service needs through the mobile channel in line with Nedbank's strategic goals.

Job Responsibilities

1. Acquire new business by selling Nedbank products to newly identified companies and their staff.
2. Generate new business outside of the established branch channel through mobile capabilities.
3. Assist companies with financial wellness programs for their staff.
4. Identify new sales opportunities by engaging employees of newly identified companies and the communities they operate in.
5. Meet companies and their staff's financial needs by conducting needs analysis.
6. Build relationships with internal stakeholders to ensure team collaboration, sales, service support, and mining new opportunities.
7. Establish and maintain external relationships with companies to ensure client service and future sales opportunities.
8. Maintain internal relationships to ensure support from Retail, Relationship, and Business Banking for potential opportunities from client engagements.
9. Review action plans and take corrective measures to deliver sales and service results.
10. Create an environment conducive to selling Nedbank products and services within companies and communities.
11. Utilize resources to manage risk according to Nedbank policies (e.g., using ultraviolet lights to identify false identity documents).
12. Address challenges in community sales areas proactively to prevent or eliminate issues.
13. Participate in team meetings and share best practices with colleagues.
14. Contribute to Nedbank culture-building initiatives and support corporate responsibility efforts.
15. Seek opportunities for process and system improvements through agile thinking.

Minimum Experience Level

• 3 years of relationship management experience in the financial sector.
• 3 years of sales experience with a proven track record in a high-pressure sales environment.
• 3 years of sales experience in a Home Loans environment, estate agency, or bond origination is essential.

Requirements

• NQF Level 5 or higher in a Financial or Business-related field.
• Matric / Grade 12 / National Senior Certificate.
• Valid driver’s license and own reliable transport.

Technical / Professional Knowledge

• Business principles and terminology.
• Data analysis and governance, risk, and controls.
• Relevant regulatory knowledge.
• Administrative procedures and systems.
• Banking knowledge and procedures.
• Cluster-specific operational knowledge.
• Sales strategies, relationship building, networking, and customer satisfaction.

Please contact the Nedbank Recruiting Team for more information.

Required Experience: Contract

Key Skills: DHCP, Food Technology, AIX, Equity Research, Audio Visual

Employment Type: Full Time

Experience: Years

Vacancy: 1

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