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FirstRand Bank

Banking, corporate finance, and insurance group

External Sales and Service Advisor

Retail & Commercial BankingPosted on Nov 10
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 area of responsibility to achieve sales targets and build client relationships.
  • Achieve business targets.
  • Understand, read, and anticipate market and client needs to design and deliver innovative, customized, value-adding solutions to clients' portfolios.
  • Deliver exceptional service that exceeds client expectations through proactive, innovative, and 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 and achieve relevant sales targets.
  • Understand the reasons for governance requirements and comply with applicable 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 to increase the customer base when required.
  • Contact prospective clients and sell appropriate banking products to achieve sales targets.
  • Deliver the end-to-end client management process by continuously engaging clients on process milestones, selling the FNB value proposition, facilitating the application process on the client's behalf, preparing proposals for credit, managing internal dependencies, closing deals, and managing post-sales queries when relevant.
  • Analyze competitor information and actively monitor market trends and influences; identify new business opportunities that affect the industry.
  • Track, control, and influence sales activities to achieve predetermined sales targets in line with quality, productivity, and sales requirements.
  • Manage own development to increase personal 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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