Sales Consultant-Nedbank

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To market, sell, and cross-sell Nedbank products, In-Branch, to meet the needs of Retail Business Banking (RBB) clients; to retain and grow client base; to achieve and meet business objectives through identifying and fulfilling client financial needs and to provide consistent excellent client service.

Job Responsibilities

Deliver and achieve all in-branch daily, weekly and monthly sales opportunities by following business unit sales strategy.
Finalise client transactions by ensuring client signature for final product accepted.
Improve performance based on management guidance and feedback.
Obtain referrals from existing clients and in branch staff through collaboration.
Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
Assist and collaborate with segment colleagues (i.e. Relationship- and Business Banking) with activations to ensure new business opportunities are fulfilled.
Build relationships with clients and stakeholders through regular contact and by being available and getting to know them (i.e. I know you strategy).
Resolve client queries by following business procedure and keeping client informed.
Educate clients on the product offering by presenting them with the relevant information.
Maintain client relationships through world class service standards by listening and attending to client needs, keeping them in the loop and making things happen for them.
Develop effective partnerships with clients by listening to client needs, asking questions and demonstrating an understanding of the client's business & industry.
Address client needs by identifying effective financial solutions, using product knowledge, providing the client with proactive solutions.
Act as client's banking partner by taking responsibility for providing regular feedback.
Ensure retention of clients full banking relationship through client service and client contact.
Plan and implement effective prospecting activities by identifying and responding to business opportunities.
Meet requirements of product applications by providing all required documentation.
Ensure all client details are correct by capturing details correctly at application stage.
Schedule work according to action plan from manager in order to meet business objectives.
Complete verification procedure for all applications by following business unit requirements.
Enable managerial sales consolidation by reporting daily sales statistics.
Improve the quality of work by using the managerial recommendations.
Essential Qualifications - NQF Level

Matric / Grade 12 / National Senior Certificate
Minimum Experience Level

3 year Retail Banking experience of which 1-2 years experience at Sales Consultant level. Exposure to Small Business Services clients.
Technical / Professional Knowledge

Administrative procedures and systems
Banking knowledge
Banking procedures
Business principles
Business terms and definitions
Data analysis
Governance, Risk and Controls
Microsoft Office
Relevant regulatory knowledge
Relevant software and systems knowledge
Business writing skills
Cluster Specific Operational Knowledge
Type of Exposure

Working with a group to identify alternative solutions to a problem
Capturing data
Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
Checking accuracy of reports and rec
Managing conflict situations
Communicating internally
Sharing information in different ways to increase stakeholders understanding
Building and maintaining effective cross-functional relationships with internal and external stakeholders
Managing customer expectations
Interacting with diverse people
Interacting with external clients
Working in a fast-paced and changing environment
Working in a team

Job ID : , #1143, 173 views,

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