Banking -Sales And Service Consultant

Sales And Service Consultant -
Paarl Main Road - Greater Paarl Area

Applications accepted until: 01 Dec, 2014
Advert Code: SALESC1137
Nedbank Sub Division Cluster
Nedbank Integrated Channels
FAIS Affected: Yes
Location: Paarl Main Road - Greater Paarl Area
Job Purpose:
To optimise opportunities to achieve sales and client
services objectives aligned with the Financial
objectives of the Business Unit.
Key Performance Areas:
Met Service Objectives:
Identify and obtain required knowledge, tools and
systems equipping self to provide trusted financial
advice and build trusting relationships.
Improve customer service experience by responding to
issues raised through customer feedback and
displaying desired behaviours accordingly.
Provide world class service to internal and external
clients by engaging, listening, understanding the
client's needs, delivering on requirements within
process and procedures; and providing feedback to
clients to meet their needs.
Ensure knowledge of and adherence to stakeholder
service level agreements (SLA) when interaction with
relevant stakeholders is required.
Ensure complaints are resolved or escalated within
SLA to build relationships, trust and achieve sales
and service objectives.
Arranging required consumer education initiatives to
educate clients on products / services offerings and
build relationships.
Ensure that customers needs are explored and
understood by conducting needs analysis, while
engaging the client to ensure all client's needs are
met and recommendations made regarding further
relevant Nedbank offerings to retain and grow
clients.
Educate and guide clients in terms of after sales
servicing and maintenance on products sold, in
anticipation of future needs to increase client
satisfaction and efficiencies.
Take ownership of all queries, complaints, issues and
compliments raised and referred and ensure
resolution and service by the relevant party.
Met Sales Objectives:
Keep abreast of competitor and Nedbank sales
campaigns, strategies and marketing initiatives, by
reading communications and attending sessions, to
focus on the relevant Nedbank events and counter
offers to reach sales targets.
Position relevant Nedbank offerings compared to
industry offerings in order to retain and grow
existing/potential client base.
Collaborate and participate in Nedbank cross channel
initiatives to support other business units, and
identify cross channel sales opportunities to achieve
the business units sales objectives.
Analyse own sales achieved vs. targets to identify
gaps to focus on to reach sales targets.
Analyse relevant sales and other reports to identify
cross sales opportunities within client base, contact
clients and recommend relevant cross product /
service to increase sales.
Act on leads generated and sent to you via leads
systems (CRM and CMS) to achieve sales targets.
Managed Internal Processes:
Keep abreast of changes to relevant regulations,
rules, processes and policies to mitigate risks.
Ensure correct and completed manual and online
documentation is submitted for initiated sale to
minimise risks, delays and (RTS - return to sender).
Understand and comply with all audit, operational and
legislative requirements and system updates to
mitigate risks.
Receive escalations from various systems and take
corrective action in terms of data errors, missing
documents and timelines out of SLA.
Supply data for input into relevant reports and
tracking tools relating to daily activity/productivity,
pending sales
Utilise tracking tools to measure progress against
total sales, cross selling targets and primary usage of
products sold (quality sales) against quality sales
targets.
Attend and provide input and or feedback into sales
strategy meetings by providing ideas, feedback in
terms of how to achieve individual and team target.
Continuous Improvement:
Participate in Nedbank Culture building initiatives
(eg. Surveys) contributing to a culture conducive to
the achievement of transformation goals.
Participate and support corporate responsibility
initiatives for the achievement of business strategy
(eg. Green Strategy).
Seek opportunities to improve business processes and
systems by identifying and recommending effective
ways to operate and add value to Nedbank.
Managed Self:
Act as a Brand ambassador by displaying appropriate
behaviour and Nedbank values.
Ensure self is competent in terms of role expectations
and requirements as well as compliance requirements,
to meet performance objectives.
Create and manage own career through guidance and
support of manager, department and colleagues.
Create a High performance culture by encouraging
team work and motivating colleagues to achieve more
effective results.
Ensure passing of relevant regulatory FAIS standard
examinations to remain Financial Advisory and
Intermediary Services act (FAIS) accredited.
Keep abreast with knowledge of new products or
changes to existing products and ensure completion of
product assessments to gain accreditation, which
allows you to do a proper needs analysis when
recommending a product.
Analyse own competency and identify gaps for
development based on self analysis, feedback and
interaction with Team Leader, colleagues and clients.
Essential Qualifications:
Grade 12
Preferred Qualifications:
National Diploma in Banking/ Financial/Marketing
Certifications:
FAIS certification / registration mandatory
Job Related Experience:
Selling financial products
Sharing information in different ways to increase
others' understanding
Working in a team
Working with customers to solve customer problems
Conducting a needs analysis
1 - 2 years sales experience
Building and maintaining effective relationships with
internal and external customers and vendors
Conducting gap analysis
Creating a sales plans
Technical Competencies:
Nedbank policies and procedures
Governance, Risk and Controls
Relevant product knowledge
Base/Market Segments
Selling techniques
Business writing skills (creating reports, documents,
presentations and content)
Accounting principles
Relevant regulatory knowledge
Consumer behaviour
Nedbank Culture
Nedbank Vision and Strategy
Sales data analysis
Competitor Analysis
MS Office
Nedbank systems
Service quality standards
Behavioural Competencies:
Sales Disposition
Managing Work (includes Time Management)
Sustaining Customer Satisfaction
Expanding and Advancing Opportunities
Stress Tolerance
Technical/Professional Knowledge
Required Industry Acumen:
Number Of People Reporting Directly Into Job:
Compliance/Legislative Requirements:
Financial Advisory and Intermediary Services (FAIS)
Act
Working Time:
Travel Requirements:
Occational to regular local travel
Equity Statement:
Preference will be given to applicants from
designated groups and suitable internal candidates in
line with Nedbank's policies.
Apply