Audit jobs in South Africa

To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability.

To grow and retain a portfolio of high-value banking relationships by providing proactive, value-adding partnership and banking solutions to maintain and expand the existing customer base. Develop and sustain important revenue-generating client relationships within the defined affluent market segment.

• Proactively cold call and find new clients to meet monthly revenue targets.
• Educate and promote Bidvest’s full product offerings to maximize revenue.
• Manage profit margins by providing clients with rate comparisons and securing the best rates.
• Track, control, and influence sales activities to increase team efficiency.
• Grow the client base through targeted new acquisitions to achieve sales targets.

• Monitor, report on sales activities, and take action to meet targets.
• Identify cross-selling opportunities and develop understanding of client needs.
• Identify new revenue opportunities and gather customer feedback on products.

• Comply with legislative and audit governance requirements.
• Understand clients' risk profiles and optimize product mix accordingly.

• Anticipate and interpret client needs to promote Bidvest Bank and close deals.
• Provide timely, relevant solutions based on client research and economic insights.
• Deliver excellent service to foster client referrals and new business.
• Serve as the primary contact, ensuring high service levels and relationship retention.
• Engage regularly with clients to address their needs proactively.
• Assist clients with optimal product usage and renewal processes.
• Educate clients on systems and processes for efficient interactions.
• Stay informed about market and economic trends to advise clients effectively.
• Manage client onboarding, ensuring compliance and proper documentation.

• Provide reports to track progress.
• Review and update client files.
• Maintain client interactions on CRM systems.

• Build relationships with legal, credit, internal bankers, back office, and Treasury to meet client needs.
• Coordinate with legal and credit to ensure documentation is complete.
• Assist with SARB applications.
• Follow up to resolve queries timely.

• Manage personal development and competencies.
• Complete all product and mandatory training, including compliance with FICA, PoPI, and FAIS.
• Stay updated on legislation and market trends.

• Matric
• National Diploma in Finance or Banking Certificate
• BCom in Banking, Finance, or Commercial
• RE5 certification (completed within the specified timeframe)

Minimum three years of sales experience in financial services or business banking, including account management.

• Understanding of banking sales and customer relationship management.
• Knowledge of sales principles.

• Negotiation and presentation skills.
• Effective communication and networking abilities.
• Sales capability.

• Own vehicle and valid driver’s license.
• Strong business acumen and attention to detail.
• Excellent time management, teamwork, self-motivation, and resilience.

This position is advertised in line with our commitment to Employment Equity.