PRIMARY PURPOSE<\/p>\n
\tTo generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability.
\n\tTo grow and retain a portfolio of high value banking relationships by performing proactive value adding partnership, by providing
\n\tbanking solutions and services to maintain and grow existing customer base. To develop and maintain a portfolio of important
\n\trevenue generating client relationships within the defined affluent market segment.<\/p>\n
KEY PERFORMANCE AREAS (KPA\u2019s)<\/p>\n
FINANCE<\/p>\n
SALES<\/p>\n
\tTo proactively cold call and find new clients for Bidvest to meet the monthly revenue target
\n\tTo educate and promoting Bidvest\u2019s full product offering to clients to maximize the revenue that can be generated
\n\tManage the profit margins through providing clients with comparative information on rates and obtaining the best rates for specific banking products
\n\tTrack, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
\n\tActively grow the client base by agreed target of new acquisitions a month in order to achieve the sales target<\/p>\n
Portfolio Management<\/p>\n
\tMonitor, track and report on sales activity on a periodic basis and to ensure action is taken to meet sales targets.
\n\tIdentify opportunities for cross selling and referrals to other product lines through developing a good understanding of client needs
\n\tNew revenue opportunities are identified and customer feedback on product<\/p>\n
Risk Management<\/p>\n
\tComply with governance in terms of legislative and audit requirements
\n\tUnderstands clients risk profile and balance for individual clients by optimising product mix<\/p>\n
CLIENT<\/p>\n
\tClient Service
\n\tCorrectly anticipating and interpreting the clients\u2019 business requirements in order to get them to bank with Bidvest Bank, sell right product to right client and ability to close deals
\n\tProviding relevant timeous solutions to the client through researching the client\u2019s business in relation to the current economic climate and educating the client on Bidvest\u2019s products
\n\tProviding excellent service that will result in client referrals and new business
\n\tTaking on the role as the primary point of contact for the client, ensuring excellent service levels and quality to clients to ensure the retention of the client and a long-term working relationship
\n\tContinuous face to face and telephonic interaction with clients in order to pre-empt and proactively address their needs
\n\tAssist the client with innovative ways to gain maximum benefit from the products e.g. offering right product at right time
\n\tPro-actively manage the review process of clients\u2019 facilities, checking, submitting and motivating the business case for approval to credit and legal departments to achieve renewal in the necessary time period. (Providing all necessary documents)
\n\tTrain and assist the client on the necessary systems \/ processes to deal with the Bank in the most efficient way, client education
\n\tContinual awareness of what is going on in the market and economy to provide relevant advice to the client at all times
\n\tOn-boarding \u2013 signing up client for first time, following the correct processes in terms of compliance, credit application and obtaining the facility with the relevant internal department<\/p>\n
Admin Support<\/p>\n
\tProvide relevant reports in order to track progress
\n\tReview the client files and ensure client information updated
\n\tUpdate and manage all client interaction on the CRM system<\/p>\n
INTERNAL PROCESSES<\/p>\n
Process Management<\/p>\n
\tSuccessful relationship building with legal, credit, Internal bankers, back office and Treasury in order to achieve clients\u2019 needs
\n\tWork with legal and credit to ensure that all necessary documents are in place and delivered to clients
\n\tAssist with SARB applications
\n\tFollow up with all parties to ensure that queries are resolved
\n\tTraining
\n\tManage own development to increase own competencies
\n\tEnsure all \u2018other\u2019 product training is completed, to equip for cross-selling opportunities
\n\tEnsure all Bidevst Bank mandatory training i.e. Anti-Money Laundry is completed
\n\tTraining and keep abreast with FICA, PoPI compliance and legislation
\n\tMeet training deadlines as outlined in PDP
\n\tKeeping abreast of Compliance (FICA) requirements
\n\tKnowledge of Banking products and channels
\n\tFAIS compliance
\n\tUnderstand the sales cycle<\/p>\n
REQUIREMENTS<\/p>\n
Qualifications<\/p>\n
Minimum<\/p>\n
\tMatric
\n\tNational Diploma \u2013 Finance\/Certificate in Banking
\n\tBCom \u2013 Banking, Finance, Commercial
\n\tRE5 \u2013 completed within allocated time<\/p>\n
Experience<\/p>\n
\tPrevious sales experience, with exposure to financial services
\n\tAt least three years + of sales experience in a business banking and\/or financial services industry Account management<\/p>\n
Knowledge, Skills and Abilities Required<\/p>\n
Knowledge<\/p>\n
\tSound understanding of banking sales
\n\tCustomer relationship Management
\n\tGood knowledge of sales principles<\/p>\n
Technical Competencies<\/p>\n
\tNegotiating skills
\n\tPresentation skills
\n\tGood Communication Skills
\n\tNetworking ability
\n\tAbility to sell
\n\tPersonal Competencies
\n\tOwn vehicle and valid driver\u2019s license
\n\tBusiness Acumen
\n\tAttention to detail
\n\tTime management (planning skills)
\n\tTeamwork
\n\tSelf-motivated
\n\tResilient<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Bidvest Bank","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":["post-22055","job_listing","type-job_listing","status-expired","hentry","job_listing_region-gauteng","job-type-full-time"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/22055","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=22055"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=22055"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=22055"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}