To proactively optimise a portfolio of FNB Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base.
- Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio.
- Analyse client’s current product offerings and solutions with the aim of ensuring FNB Wealth is the client’s primary banking institution. In addition, identifying transactional and lending requirements.
- Successfully implement, track and report on Client Campaigns and initiatives.
- Track, control and influence sales activities with the specific aim of achieving previously determined sales targets.
- Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management.
- Manage the growth of active customer Account Base to increase Client base and revenue.
- Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions.
- Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score).
- Convert leads into successful sales. Achieve individual targets set to appropriate business area or sales plan.
- Source and refer new leads through client interactions.
- Provide and track accurate and reliable sales statistics via Siebel
- Comply with governance in terms of legislative and audit requirements
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
Experience and Qualifications:
- Relevant degree (Commerce or Financial stream).
- Minimum of 3 years experience in a Sales or Client facing role within the financial services industry.
The company ONLY accept applications vis their career portal. Interested candidates can apply via the link below:
I’m be glad to be at your banking service
Good day! I’d be glad to be at your banking service.
I’m looking for any type of job as an undergraduate…..I have very good points in grade 12 and I’m very good in Accounting and Economics ….Please if you have any job offer contact me at 0813800068