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FirstRand Bank

Banking, corporate finance, and insurance group

External Sales and Service Advisor Lead

Retail & Commercial BankingPosted on Nov 9
Full-timeNortham, South AfricaNo salary listedIn-person

About the Job

Requirements

  • A completed FSCA-recognized FAIS-relevant NQF Level 5 qualification or higher is required.
  • A completed First Level Regulatory Examination is required.
  • Candidates must undergo a credit record check under the National Credit Act.

Responsibilities

  • Apply the appropriate sales processes within the assigned area to achieve sales targets and build client relationships.
  • Achieve business targets and understand, read, and anticipate market and client needs to design and deliver customized value-adding solutions to the client portfolio.
  • Deliver service that exceeds client expectations through proactive, appropriate solutions.
  • Maximize business portfolio cross-sell opportunities and strengthen client relationships.
  • Maintain expert knowledge of specific products, pricing, application procedures, processing, and timelines to drive relevant sales targets.
  • Understand the reasons for governance requirements and comply with legislation and audit requirements.
  • Retrieve qualified leads from the internal channel sales pipeline and contact existing or new customers to generate sales; source new leads through external contacts and other channels as needed.
  • Contact prospective clients and sell appropriate banking products to achieve sales targets.
  • Manage the end-to-end client process through continuous engagement on milestones, presenting the FNB value proposition, facilitating applications, preparing proposals for credit, managing internal dependencies, closing deals, and handling post-sale queries when relevant.
  • Analyze competitor information, actively monitor market trends and influences, and identify new business opportunities that affect the industry.
  • Track, control, and influence sales activities to achieve predetermined 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

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