Sales Consultant - Potchefstroom Riverwalk

African Bank; Potchefstroom; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading bank in South Africa is seeking a dynamic sales professional to promote its product offerings. The role involves sourcing new clients, achieving sales targets, and maintaining customer relationships. The ideal candidate will have a strong sales background and a passion for customer service.

Qualifications

• Proven sales experience in a banking or financial services environment.
• Strong communication and interpersonal skills.
• Ability to meet and exceed sales targets.

Responsibilities

• Promote and sell bank products through responsible sales activities.
• Achieve customer growth and revenue targets.
• Conduct outbound calls to generate new business.

Skills

Sales Skills

Customer Relationship Management

Financial Needs Analysis

Job description

MAIN PURPOSE OF THE JOB

To promote and sell the Bank’s product bouquet to clients through responsible sales activities. Responsible for sourcing and developing new contacts/prospects and sales leads through the Bank’s internal campaigns and personal referrals.

Key Performance Inputs/Activities

1. Sales Focus

• Achieve customer growth, revenue, and collections targets as defined by the bank.
• Meet and exceed activity metrics across all product lines.
• Execute sales and customer targets set by the Bank effectively.
• Implement the Bank's sales strategy regarding Product & Value-Added Services (Up Selling, Cross Selling, Capital Take Up).
• Conduct outbound calls to existing and prospective customers.
• Convert all sales opportunities from inbound requests, outbound calls, lead initiatives, and queries.
• Build and maintain relationships with existing and potential customers to generate new business.
• Participate in cross-selling bank products.
• Maintain detailed pipeline and prospect data.
• Arrange visits, appointments, and presentations, following up as necessary.
• Conduct professional financial needs analysis to support sales.
• Schedule customer feedback for document collection and updates.
• Follow supervision requirements for all financial products.
• Prepare and present weekly, monthly, and quarterly reports to management.
• Ensure effective Cash Management, CAM Management, and Credit Card Administration & Fulfilment as authorized.
• Take accountability for personal sales results.

2. Marketing Focus

• Stay informed about products, services, competitive activities, and promotional trends.
• Identify referral opportunities within the branch.
• Support branch goals through marketing activities, promotions, telemarketing, and targeted initiatives.
• Participate in community events to promote the bank and increase business opportunities.
• Ensure all marketing activities adhere to policies and procedures.

3. Risk & Compliance Focus

• Ensure deal quality by reviewing applications promptly and accurately, using all necessary tools and training.
• Comply with all policies and procedures for customer interactions.
• Adhere to regulatory requirements and bank compliance policies.
• Report incidents as required by regulations, including AML and fraud.
• Maintain a