Internal Sales Consultant - Durban
Ad Hoc Client
KwaZulu Natal, Kwazulu Natal, South Africa
1d ago
source : PNet

To provide for the marketing and selling of the Banks investment, Unit Trust and Transactional banking products by providing excellent service to customers and adherence to the banks policies and procedures Administration

  • Completes and submits all Investment applications for clients
  • Ensures monthly sales targets are achieved by effectively promoting the bank’s products
  • Undertakes for all administrative requirements as per bank’s policy
  • Submits completed applications for checking and filing
  • Captures client information on the relevant computer system Sales Conducts a needs analysis on products and services in order to make recommendations Offers Investment and banking advice to clients based on their needs Discusses banks investment, unit trust, debit card, wills and services including performance guarantees to clients Ensures all requirements are met in order to conclude the transaction Customer Service Develops constructive and cooperative working relationship with clients, and maintaining them over time Attends to all clients’ Investment requests and queries Provides an efficient and effective service to all clients at all times in order to promote the Banks services QUALIFICATIONS A minimum of NQF5 Must be FAIS compliant Related tertiary qualification or studying towards a degree in Bcom finance / accounting would be an advantage.
  • PREFERRED EXPERIENCE A minimum of 3 years’ experience in a banking investment consulting environment. General Banking would be an advantage KNOWLEDGE Banking systems Full product of the Banks products and services Well rounded knowledge on competitor’s products Microsoft Office Bank Policies and Procedures Credit policies and procedures National Credit Act FICA SKILLS REQUIRED Customer Orientated Good communication skills, written, verbal and numeric Ability to work under pressure Ability to meet strict deadlines Accuracy with attention to detail Trustworthy Ability to manage time Confidentiality Integrity Professional Analytical ability Time Management Market Related salary QUALIFICATIONS A minimum of NQF5 Must be FAIS compliant Related tertiary qualification or studying towards a degree in Bcom finance / accounting would be an advantage.

    PREFERRED EXPERIENCE A minimum of 3 years’ experience in a banking investment consulting environment. General Banking would be an advantage KNOWLEDGE Banking systems Full product of the Banks products and services Well rounded knowledge on competitor’s products Microsoft Office Bank Policies and Procedures Credit policies and procedures National Credit Act FICA SKILLS REQUIRED Customer Orientated Good communication skills, written, verbal and numeric Ability to work under pressure Ability to meet strict deadlines Accuracy with attention to detail Trustworthy Ability to manage time Confidentiality Integrity Professional Analytical ability Time Management

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