Job Description
Qualifications
Type of Qualification: First Degree/NQF7
Field of Study: Business Commerce
Licenses & Certifications: FAIS Representative
Experience Required
Client Coverage
Personal and Private Banking
- 3-4 Years experience in sales, service, relationship management, credit applications and financial acumen
- Analyse customers’ financial behaviour, current product holding and short to long term financial needs
- Apply discretion to act on client instructions within defined mandate and escalate where applicable
- Identify business opportunities and create additional sales for future growth.
- Ability to retain existing customers or clients, diagnose their needs and present product feature and benefits to retain their business.
Additional Information
- Articulating Information
- Challenging Ideas
- Conveying Self-Confidence