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Internal Sales Consultant

Internal Sales Consultant

Job Title: Internal Sales Consultant
Contract Type: Permanent
Location: Kwa-Zulu Natal
Industry:
Reference: JN -072019-17100
Contact Name: Nicole Vine
Contact Email: nicole.vine@peoplesolved.com
Job Published: November 20, 2019 08:27

Job Description

MAIN FUNCTIONS OF THE JOB INCLUDE:
 
Administration
• Completes and submits all Investment applications for clients
• Ensures monthly sales targets are achieved by effectively promoting the products
• Undertakes for all administrative requirements as per bank’s policy
• Submits completed applications for checking and filing
• Captures client information on the relevant computer system
 
Sales
• Conducts a needs analysis on products and services in order to make recommendations
• Offers Investment and banking advice to clients based on their needs
• Discusses banks investment, unit trust, debit card, wills and services including performance guarantees to clients
 
• Ensures all requirements are met in order to conclude the transaction Customer Service
• Develops constructive and cooperative working relationship with clients, and maintaining them over time
• Attends to all clients’ Investment requests and queries
• Provides an efficient and effective service to all clients at all times in order to promote services
 
QUALIFICATIONS
• A minimum of NQF5
• Must be FAIS compliant
• Related tertiary qualification or studying towards a degree in Bcom finance/accounting would be an advantage.
 
PREFERRED EXPERIENCE
• A minimum of 3 years’ experience in a banking investment consulting environment.
• General Banking would be an advantage
 
KNOWLEDGE
• Equation
• Enterprise
• Full knowledge of the business’s products and services
• Well-rounded knowledge on competitor’s products
• Microsoft Office
• Policies and Procedures
• Credit policies and procedures
• National Credit Act
• FICA
 
SKILLS REQUIRED
• Customer Orientated
• Good communication skills, written, verbal and numeric
• Ability to work under pressure
• Ability to meet strict deadlines
• Accuracy with attention to detail
• Trustworthy
• Ability to manage time
• Confidentiality
• Integrity
• Professional
• Analytical ability
• Time Management
 
Position is a demanding position and the applicant must be able to work under pressure and work within time
constraints due to the meeting of strict deadlines.
 
It is a requirement to work every alternate Saturdays