External Sales and Service Advisor Lead OBR

FNB South Africa; Durban; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial institution in KwaZulu-Natal is seeking a proactive sales professional to drive performance and foster client relationships. The role involves applying sales processes, managing client interactions, and maintaining product knowledge to achieve sales targets. Applicants must have a recognized NQF Level 5 qualification and a completed First Level Regulatory Examination. This position promotes a strong commitment to compliance with the National Credit Act and prioritizes enhancing customer experiences.

Qualifications

• Must have completed a relevant qualification to achieve sales targets.
• Requires understanding of governance and regulatory compliance.
• Expert knowledge of banking products and client management processes.

Responsibilities

• Drive sales performance and achieve individual targets.
• Deliver continuous client management and close sales deals.
• Analyze market trends to identify business opportunities.
• Maintain awareness of market needs and develop innovative solutions.

Skills

Sales processes application

Client relationship management

Market analysis

Cross-selling

Education

FSCA-recognized FAIS-relevant NQF Level 5 qualification

First Level Regulatory Examination

Job description

Overview

To drive sales performance by applying established processes to achieve individual targets within the assigned area. Build and sustain strong customer relationships through effective engagement and exceptional service delivery. Contribute to team success by consistently meeting objectives and supporting a superior customer experience.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Deliver end-to-end client management through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, preparing the proposal to credit, managing internal dependencies, closing the deal, and managing post-sale queries when relevant.
• Analyse competitor information and monitor market trends to identify new business opportunities affecting the industry.
• Track, control, and influence sales activities to achieve previously determined sales targets in line with quality, productivity and sales requirements.
• Maintain expert knowledge on specific products, pricing, application procedures, processing times, and timelines to drive and achieve relevant sales targets.
• Understand governance, regulatory and audit requirements and ensure compliance.
• Source new leads and retrieve qualified leads from internal channel sales pipeline; contact existing or new customers to generate sales; network through external contacts and other channels to grow the customer base if required.
• Contact prospective clients and sell appropriate banking products to achieve sales targets.
• Maximise cross-sell opportunities and strengthen client relationships within the portfolio.
• Maintain awareness of market needs to design and deliver innovative, customized value-adding solutions for clients.
• Continuously develop own competencies and knowledge relevant to the role.

Qualifications

• Completed a FSCA-recognized FAIS-relevant NQF Level 5 qualification or higher.
• Completed First Level Regulatory Examination.

Additional Requirements

In accordance with the National Credit Act (NCA), candidates applying for this role will require a credit record check.

Apply and Employment Equity

Apply now if you are interested in taking the next step. All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.

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