Fnb Community Advisor Dha

Firstrand Bank Limited; Polokwane; On-site; ZAR 50 000 - 200 000; Full time

Job summary

A leading financial institution in Limpopo is seeking a Sales Consultant to enhance customer experience and achieve revenue targets. The successful candidate will manage a client portfolio, convert leads into sales, and ensure compliance with regulations. A financial qualification (NQF5 or higher) is essential. This role offers the opportunity to grow within a supportive and inclusive environment.

Qualifications

• Completed financial related qualification (NQF5 or higher).
• Experience in sales or customer service.
• Ability to manage a client portfolio.

Responsibilities

• Provide a positive customer experience through sensitivity to transaction needs.
• Achieve revenue targets by growing existing clients or acquiring new ones.
• Convert leads into successful sales.
• Maximize cross-sell opportunities and strengthen client relationships.
• Comply with governance in terms of legislative and audit requirements.

Skills

Customer service

Sales skills

Networking

Financial product knowledge

Education

Financial related qualification (NQF5 or higher)

Job description

Description To provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process adhering to policy and process Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.

Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.

Convert identified leads into successful sales.

Achieve individual targets as set according to appropriate business area or sales plan.

Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.

Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.

Manage the growth of active customer Account Base to increase client base.

Maximise cross sell opportunities and strengthen client relationships.

Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.

Track, control and influence service activities with the specific aim to achieve previously determined service targets.

Comply with governance in terms of legislative and audit requirements.

Track, control and influence service activities with the specific aim to increase service efficiencies.

Track, control and influence sales activities with the specific aim to increase sales efficiencies.

Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.

Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.

Provide accurate and reliable sales statistics.

Manage own development to increase own competencies.

Requirements

A completed financial related qualification (NQF5 or higher)

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

02 / 12 / 25

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.