External Sales and Service Advisor OBR

FirstRand Bank India; Durban; On-site; ZAR 200,000 - 350,000; Full time

Job summary

FNB, part of FirstRand Bank, seeks an External Sales and Service Advisor to drive sales targets and deliver exceptional customer experiences. You will build client relationships, apply banking processes, and manage end-to-end onboarding for clients in a fast-paced environment.

The role requires FAIS qualifications, regulatory exam completion, and strong sales discipline to identify opportunities, network, and innovate within governance rules.

Qualifications

• FSCA recognized FAIS relevant NQF Level 5 qualification or higher.
• Completed First Level Regulatory Examination.
• Ability to achieve sales targets and build client relationships.

Responsibilities

• Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
• Deliver end-to-end client management and process milestones for banking products.
• Source new leads and convert prospects to customers both internally and externally when required.
• Stay compliant with governance, legislation and audit requirements.
• Maintain expert knowledge on products, pricing, application procedures, processing and timelines.

Skills

Sales targets

Client relationships

Education

FSCA FAIS NQF Level 5 qualification

First Level Regulatory Examination

Job description

Job Description

To deliver an exceptional customer experience by understanding and responding to individual needs and aspirations. Provide tailored, value-adding solutions in a fast-paced environment, while consistently adhering to company policies and procedures

Hello Future External Sales and Service Advisor OBR

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.

You will be an ideal candidate if you have:

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


• Completed First Level Regulatory Examination

You will have access to:

• Opportunities to network and collaborate.


• A challenging working environment


• Opportunities to innovate.

You will be a match if you are:

• Achievement of targets for business.


• Understand, read, and anticipate the market and clients’ needs to design and deliver innovative, customized value adding solutions to portfolio of clients.


• Deliver exceptional service that exceeds clients’ expectations through proactive, innovative, and appropriate solutions.


• Maximise Business Portfolio cross sell opportunities and strengthen client relationships. Maintenance of expert knowledge on specific products, pricing, application procedure, processing, and timelines in order to drive and achieve relevant sales targets.


• Understand reasons for and comply with governance in terms of legislation and audit requirements.


• Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customer to generate a sale. Source new leads through external contacts and other channels to increase customer base if required.


• Contact prospective clients and sell appropriate banking products in order to achieve sales targets.


• Deliver the end-to-end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant.


• Analyse competitor information gathered and ensured active monitoring of market trends and influences. Identify new business opportunities that impact on the industry.


• Track, control, and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements.


• Manage own development to increase own competencies.

Additional Requirements:

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

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.

#Post

#FNB

#Ll -SM8

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.

30/09/26

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.