Growth-Focused External Banker & Advisor

Travelbyinvestec; Bloemfontein; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Travelbyinvestec in Bloemfontein is seeking a dynamic sales and client-acquisition professional to grow the client base within Investec's target market. You will source new business via cold calling, referrals, and networking, while delivering tailored financial guidance and CRM service to existing clients.

Role requires a high-energy, self-starting mindset with strong business acumen and experience in banking/financial services; tertiary qualification preferred.

Qualifications

• Strong marketing and sales ability.
• High energy, self-starter, disciplined, sales orientated.
• Tertiary qualification preferrable.
• Strong business/financial acumen.
• Client facing experience in Banking/Financial services advantageous.

Responsibilities

• Sourcing new business through cold calling, referrals, networking.
• Meeting specified budgets and targets per activity.
• Delivering a quality CRM service to existing clients.
• Presentation of products and services to clients.
• Providing financial advice on lending, property, secured loans, and treasury/forex.

Skills

Marketing

Sales

Self-starter

Disciplined

Business acumen

Client facing

Education

Tertiary qualification

Tools

Copilot

Job description

Travelbyinvestec in Bloemfontein is seeking a dynamic sales and client-acquisition professional to grow the client base within Investec's target market. You will source new business via cold calling, referrals, and networking, while delivering tailored financial guidance and CRM service to existing clients.

Role requires a high-energy, self-starting mindset with strong business acumen and experience in banking/financial services; tertiary qualification preferred.