Bidvest Security Jobs in Durban – Relationship Banker

Job Description:

To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability.

Job Responsibilities:

• To proactively cold call and find new clients for Bidvest to meet the monthly revenue target
• To educate and promoting Bidvest’s full product offering to clients to maximize the revenue that can be generated
• Manage the profit margins through providing clients with comparative information on rates and obtaining the best rates for specific banking products
• Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
• Actively grow the client base by agreed target of new acquisitions a month in order to achieve the sales target
• Monitor, track and report on sales activity on a periodic basis and to ensure action is taken to meet sales targets.
• Identify opportunities for cross selling and referrals to other product lines through developing a good understanding of client needs
• New revenue opportunities are identified and customer feedback on product
• Provide relevant reports in order to track progress
• Review the client files and ensure client information updated
• Update and manage all client interaction on the CRM system
• Comply with governance in terms of legislative and audit requirements
• Understands clients risk profile and balance for individual clients by optimising product mix

Job Requirements:

• Proven sales experience in a client relationship role within banking
• Time management (planning skills)
• Teamwork
• Good written and spoken skills in English and Swahili
• Attention to detail
• Own vehicle and valid driver’s license
• Self-motivated
• Ability to assess customer needs and sell products that suits client needs
• Ability to work to deadlines with and work under pressure
• Strong credit analysis, documentation and relationship management skills
• Possess in-depth understanding and knowledge of Banking products
• Resilient
• Business Acumen

Qualification & Experience:

• Matric
• NQF5 – National Diploma – Finance/Certificate in Banking
• FAIS RE5
• Completed within allocated time- lines as prescribed by FSCA
• Recognized as per FSCA Relevant Financial qualification
• 2 years, Previous Business Banking and Relationship Management Sales experience, with exposure to financial services

Job Details:

Company: Bidvest Bank

Vacancy Type:  Full Time

Job Location: Durban, KwaZulu Natal, South Africa

Application Deadline: N/A

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