KEY PERFORMANCE AREAS<\/p>\n
Deposits<\/p>\n
\tEnsures monthly sales targets are achieved by effectively promoting the Bank\u2019s deposit products.
\n\tCompletes and submits all applications for clients
\n\tUndertakes for all administrative requirements as per bank\u2019s policy
\n\tSubmits completed applications for checking by COB.
\n\tCaptures client information on the relevant computer system
\n\tEnsures client signs legal documentation
\n\tReceives Insurance confirmations and handles queries that may arise from brokers
\n\tEnsures that the correct advice is given to the client and a needs analysis is conducted in order to ensure that the correct product is recommended.<\/p>\n
Wealth Management<\/p>\n
\tConduct marketing and sales of all unit trust and Wills products.
\n\tEnsures Wealth Management Sales budgets are met
\n\tProvides clients with efficient service and professional advice on the products.
\n\tEnsure that all applications forms are completed, and correspondence is provided to the Client.
\n\tEngage in marketing activities hosted by the Bank
\n\tEnsure that regular contact sessions are held with Clients, thereby keeping them abreast of their investment portfolios and explore further investment opportunities with Clients.
\n\tEnsures that the relevant forms are submitted to the third-party unit trust company i.e Old Mutual timeously and that all FICA and compliance is done before opening these accounts.
\n\tEnsures that the correct advice is given to the client and a needs analysis is conducted in order to ensure that the correct product is recommended.
\n\tFacilitates the opening of performance guarantees for clients by following the process and liaising with the legal department.<\/p>\n
Transactional Banking<\/p>\n
\tMarkets and sells the Bank\u2019s Transactional Banking products to individuals.
\n\tGrows the Banks Transactional Banking Deposit book by sourcing new clients as well as servicing existing clients.
\n\tEnsures Transactional Banking Sales budgets are met
\n\tFacilitates meetings and introductions with clients
\n\tCommunicates with clients i.e. function planning, mailshots etc\u00a0
\n\tKeeps up to date with Transactional Banking product ranges and pricing of Al Baraka Banks products<\/p>\n
\tKeep abreast of competitor products, services and fees and make recommendations to the Bank accordingly.
\n\tProactively monitors client\u2019s usage of Transactional Banking products and provide support on the enhancement of their usage of the product.
\n\tEnsures that the clients are aware of the Mobile Banking App and provides training in this regard.<\/p>\n
Sales and Marketing<\/p>\n
\tAttend to new clients by offering them the Banks Products as well as servicing existing clients and offer additional services.
\n\tMeets with clients at their convenience at the Branch or at clients premises
\n\tMarkets and sells the Banks products
\n\tAcquires new clients by requesting qualified leads from existing clients, other departments and leads generated internally or by customer service
\n\tConducts a needs analysis on products and services in order to make\u00a0\u00a0 recommendations to clients.
\n\tOffers Investment advice to clients based on their needs
\n\tDiscusses banks investment, wealth management, transactional banking, wills and services including performance guarantees to clients
\n\tEnsures all requirements are met in order to conclude the transaction<\/p>\n
Client Relationship<\/p>\n
\tDevelops constructive and cooperative working relationship with clients, and maintaining them over time
\n\tAttends to all clients\u2019 Investment requests and queries
\n\tProvides an efficient and effective service to all clients at all times in order to promote the Banks services
\n\tManages\/Handles difficult client queries via face-to-face communication with walk in clients or by visiting clients and addresses client concerns by listening to any concerns\/complaints in an efficient and appropriate manner in line with the professional image of the bank and providing an effective solution to the benefit of both the bank and the client<\/p>\n
Requirements<\/p>\n
Qualifications<\/p>\n
\tA B.Com degree or Relevant Qualifications will be required in order to meet the requirements of the role at the highest level of competence.
\n\tA minimum level of NQF5 is a prerequisite for this position.\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0
\n\tRequired to be FAIS (Financial Advisory and Intermediary Services Act) compliant
\n\tDriver\u2019s licence<\/p>\n
Experience<\/p>\n
\tMinimum of 3 years\u2019 experience within a financial services institution in a Sales position.
\n\tGeneral banking experience would be an advantage<\/p>\n
Apply via company website ( N \/ A ) or<\/p>\n
albaraka.mcidirecthire.com<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/albaraka.mcidirecthire.com","_company_name":"Al Baraka Bank South Africa","_company_website":"http:\/\/N%20\/%20A","_company_tagline":"Al Baraka Bank, registered in South Africa since 1989, pioneered Islamic banking in this country in response to an identified need for a system of banking which adhered to Islamic economic principles. The bank, with its Head Office in Durban and a strategically located national branch network, is So... read moreuth Africa\u2019s only fully-fledged Islamic bank and is a subsidiary of the international Al Baraka Banking Group B.S.C., which has established one of the largest international Islamic banking groups in the world.","_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":{"0":"post-31920","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-gauteng","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/31920","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=31920"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=31920"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=31920"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}