Job Description
A vacancy exists for a Sales Executive within the Kazang – Micro Merchant Division, in Nkandla – Kwa-Zulu-Natal.
The role would require the Sales Executive to acquire and educate for sales and service. drive digital migration, ensure activation, and cross-complementary products.
Key Areas of Responsibilities will include:
Customer
Takes accountability in customer engagement to identify customer’s needs.
Use the systems to establish the authenticity of the customer and avoid dealing with and compromising information to unauthorized persons.
Performs the regulatory checks for the customer, FICA, POPI and NCR
Aid customers in account servicing and account origination.
Handles client serving like issuing of card, answering to client queries.
Referring matters outside the operational mandate to the team leader.
People
Adheres to principles of teamwork.
Allows to be led by the senior.
Finance
Ensure that revenue is generated by meeting the agreed sales target.
Retain customers by providing client service and resolving complaints and queries timeously.
Prevent account closures and operational losses by following laid down procedures on compliance.
Process, Risk, Regulatory & Compliance
Comply with FAIS guidelines (Honesty and Integrity).
Operates within the code of conduct.
Adhere to Treat Customer fairly, FICA, POPI and NCR guidelines.
Refers any matters outside the laid down scoring to the team leader.
Operate within the stipulated Levels and Limits.
Collate information regarding systems, clients and process to aid an improvement of the overall client experience.
Duties Responsibilities
Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct digital channels to maximize channel optimization.
Connect with our customers by living up to our brand promise of “HIGH FIVE” at all times. Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Make sure ACTIVATION is PRIORITY on onboarding
Always conduct themselves in an ethical manner.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to digital channels and self-service channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behavior in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training.
Key performance measure
Meet stipulated target
Service compliments and complaints
Adhere to Compliance requirements
Operational losses and attrition
Qualifications
Minimum Qualification: NQF 4 Qualification
Preferred Qualification: Relevant NQF 5 qualification as prescribed by the Financial Services Board
Regulatory Exam qualification
An appropriate recognized business Diploma or Higher Certificate at NQF level 6
Microsoft office Computer Literate
Experience
Experience: 1-2 years related experience
FAIS – Yes
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