F

FirstRand Bank

Banking, corporate finance, and insurance group

External Sales and Service Advisor Lead

Account ExecutivePosted on Nov 14
Full-timeDurban, South AfricaNo salary listedIn-person

About the Job

Requirements

  • Completed an FSCA-recognized FAIS-relevant NQF Level 5 qualification or higher.
  • Completed the First Level Regulatory Examination.
  • Candidates must undergo a credit record check in accordance with the National Credit Act.

Responsibilities

  • Apply appropriate sales processes within the assigned area to achieve sales targets and build client relationships.
  • Achieve business targets and anticipate market and client needs to deliver tailored solutions to the client portfolio.
  • Deliver exceptional client service through proactive and appropriate solutions.
  • Maximize business portfolio cross-sell opportunities and strengthen client relationships.
  • Maintain expert knowledge of products, pricing, application procedures, processing, and timelines to achieve sales targets.
  • Understand the reasons for governance requirements and comply with applicable legislation and audit requirements.
  • Retrieve qualified leads from the internal sales pipeline and contact existing or prospective customers to generate sales; source new leads through external contacts and other channels when required.
  • Contact prospective clients and sell appropriate banking products to achieve sales targets.
  • Manage the end-to-end client process through continuous engagement, explaining the FNB value proposition, facilitating applications, preparing credit proposals, managing internal dependencies, closing deals, and handling post-sales queries when relevant.
  • Analyze competitor information, monitor market trends and influences, and identify new business opportunities affecting the industry.
  • Track, control, and influence sales activities to achieve established targets in line with quality, productivity, and sales requirements.
  • Manage personal development to increase competencies.

About the Company

FirstRand Bank

Banking, corporate finance, and insurance group

FirstRand Bank is a large South African financial services group that combines three main divisions: FNB, RMB, and Momentum. FNB handles retail and commercial banking, RMB focuses on corporate and investment banking, and Momentum provides insurance. The company’s product lineup spans everyday banking and lending for individuals, corporate and investment banking services for businesses, and life and other insurance products. It differentiates itself by operating as a confederation of specialized divisions under one group, allowing each unit to focus on its core strengths while sharing the group’s financial backing. The goal is to deliver a broad, integrated set of financial services for retail customers, businesses, and insurers across the country and beyond.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Johannesburg, South Africa
Founded
1838

Recently Posted Jobs

Explore more opportunities at FirstRand Bank

See more jobs