External Sales and Service Advisor OBR

FirstRand Bank India; Gauteng; On-site; ZAR 420,000 - 680,000; Full time

Job summary

FirstRand Bank India is recruiting an External Sales and Service Advisor to deliver exceptional customer experiences by understanding client needs and offering tailored, value-adding banking solutions. The role focuses on achieving sales targets, cross-selling, and end-to-end client management within a regulated, fast-paced environment.

The successful candidate will respond to market trends, maintain product knowledge, and collaborate with internal teams to drive sales while ensuring governance

Qualifications

• Completed FSCA recognized FAIS relevant NQF Level 5 Qualification or higher.
• Completed First Level Regulatory Examination.
• Ability to meet and exceed sales targets.
• Strong understanding of customer needs and financial solutions.

Responsibilities

• Retrieve qualified leads from internal channel sales pipeline and contact existing or new customers to generate a sale.
• Contact prospective clients and sell banking products to achieve sales targets.
• Deliver end-to-end client management, from engagement to processing applications and post-sales queries.
• Maximise cross-sell opportunities and strengthen client relationships.
• Maintain expert knowledge on products, pricing, application procedures, processing timelines, and governance requirements.
• Analyse competitor information and monitor market trends to identify new opportunities.
• Track and influence sales activities to achieve set targets.

Skills

Sales skills

Networking

Client relationship

Target achievement

Education

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

• 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.

• 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.

10/09/26

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.