External Sales and Service Advisor Lead OBR

Firstrand Bank India; Pietermaritzburg; On-site; ZAR 280,000 - 420,000; Full time

Job summary

FirstRand Bank India in Pietermaritzburg seeks an External Sales and Service Advisor to drive sales performance, build relationships, and deliver outstanding service. You will engage clients, execute defined processes, and support the team to meet targets while upholding governance standards.

Minimum requirements include a FSCA-recognized FAIS NQF Level 5 qualification or higher and the First Level Regulatory Examination.

Qualifications

• FSCA FAIS qualification or higher required.
• First Level Regulatory Examination completed.
• Proven ability to achieve sales targets and manage pipelines.
• Excellent customer service and relationship-building skills.
• Willingness to network and collaborate.

Responsibilities

• 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.
• Adhere to governance and compliance standards and elevate issues for investigation and resolution.
• Identify opportunities to increase sales revenue while growing the client base and containing costs.

Skills

Sales

Relationship building

Customer service

Target driven

Cross-selling

Digital adoption

Education

FSCA FAIS NQF Level 5 qualification or higher

First Level Regulatory Examination

Tools

CRM software

Job description

Job Description

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.

• Hello Future External Sales and Service Advisor

• Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification.

• Completed First Level Regulatory Examination

• Opportunities to network and collaborate.

• A challenging working environment

• Opportunities to innovate.

• Execute own work in accordance with the organisational values and code of ethics.

• Comply with and adhere to identified governance and compliance standards and elevate problems for investigation and resolution Identify and elevate risk as normal part of work.

• Produce high quality work by adhering to predefined standards and procedures and in accordance with compliance and governance standards.

• Work with enhanced processes and procedures to maintain operational efficiencies.

• Deliver work in an accurate manner to ensure consistent results.

• Draw on knowledge and experience to identify and develop solutions that leads to improved service delivery and quality

• Adhere to quality standards, turnaround times and Company policies and procedures.

• Complete relevant administration, reporting and updating of information accurately and on time.

• Achieve sales targets in line with performance scorecards and achieve an acceptable cost of sales ratio through pipeline managements and sales quality.

• Identify opportunities to increase sales revenue and to grow the organisational client base while containing costs.

• Assist with retaining or signing unbanked customer base with a view to improve and increase profitability.

• Maximize sales by selling packaged financial solutions to clients.

• Maintain specialised knowledge on all FirstRand approved products, application procedure, fulfillment processes and timelines to drive and achieve relevant sales targets.

• Maximise cross-selling opportunities.

• Drive adoption of digital and other self-service options across client base.

• Contribute to teamwork and inclusivity within own team.

• Contribute to cost efficiencies through responsible utilisation of work related resources.

• Achieve expected financial targets and uphold associated service levels.

• Build and maintain stakeholder relationships.

• Deliver customer service through adherence to quality service standards.

• Additional Requirements:

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

29/09/26

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. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.