Field Sales & Service Advisor — Build Tailored Solutions

Wesbank

Cape Town

Sur place

ZAR 559 000 - 669 000

Plein temps

Il y a 4 jours
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Résumé du poste

FNB in Cape Town is hiring an External Sales and Service Advisor to deliver tailored banking solutions while meeting sales targets and maintaining client relationships. The role requires FAIS-related NQF Level 5 qualification and First Level Regulatory Examination, with emphasis on governance and customer service.

You will prospect, manage end-to-end client onboarding, cross-sell banking products, and operate within a fast-paced environment guided by the National Credit Act and internal

Qualifications

  • FSCA recognized FAIS qualification (NQF Level 5) required.
  • First Level Regulatory Examination required.
  • Strong focus on client relationships and sales processes.

Responsabilités

  • Apply appropriate sales processes within area of responsibility to achieve sales targets and build client relationships.
  • Deliver end-to-end client management from onboarding to post-sale support.
  • Cross-sell banking products and identify opportunities within the portfolio.
  • Maintain governance and comply with NCA and internal policies.
  • Generate qualified leads and convert to sales through proactive engagement.

Connaissances

FSCA FAIS qualification
First Level Regulatory Examination
Client relationship building

Formation

NQF Level 5 qualification

Description du poste

FNB in Cape Town is hiring an External Sales and Service Advisor to deliver tailored banking solutions while meeting sales targets and maintaining client relationships. The role requires FAIS-related NQF Level 5 qualification and First Level Regulatory Examination, with emphasis on governance and customer service.

You will prospect, manage end-to-end client onboarding, cross-sell banking products, and operate within a fast-paced environment guided by the National Credit Act and internal

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