To deliver a quality service and manage service gaps realised by clients as they engage through the banks various touchpoints. Deepen bank-client relationships primarily focused on lending and transactional product entrenchment and uptake on the banks rewards programme. Mainly driven via campaigns execution and reactive response to client demands.
Qualifications :
Type of Qualification: First Degree & RE
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 (i.e. proven sales track record in the financial service industry.) Working with private banking clients with at least 1 year spent managing a portfolio.
- Identify business opportunities; creates additional sales for future growth; wants to win and outperform competitors
- Analyse customers financial behaviour current product holding and short to long term financial needs to identify sales opportunities that are mutually beneficial to the bank and the customer.
- Ability to retain existing customers or clients diagnose their needs and present product feature and benefits to retain their business.
- General awareness of risk management practices in a financial services organisation.
Additional Information :
Behavioural Competencies:
- Articulating Information
- Challenging Ideas
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
- Establishing Rapport
- Examining Information
- Exploring Possibilities
- Impressing People
- Interacting with People
- Interpreting Data
- Making Decisions
- Meeting Timescales
- Providing Insights
- Pursuing Goals
- Seizing Opportunities
- Showing Composure
- Team Working
- Understanding People
Technical Competencies:
- Banking Process & Procedures
- Client Knowledge
- Client Retention
- Client Servicing
- Customer Understanding ( Consumer Banking)
- Product Knowledge (Consumer Banking)
- Risk Awareness
- Risk Identification
Remote Work :
No
Employment Type :
Full-time