Qualifications

Type of Qualification: First Degree/NQF7
Field of Study: Business Commerce
Licenses & Certifications: FAIS Representative

Experience Required
Client Coverage
Personal and Private Banking

• 3-4 Years experience in sales, service, relationship management, credit applications and financial acumen
• Analyse customers’ financial behaviour, current product holding and short to long term financial needs
• Apply discretion to act on client instructions within defined mandate and escalate where applicable
• Identify business opportunities and create additional sales for future growth.
• Ability to retain existing customers or clients, diagnose their needs and present product feature and benefits to retain their business.

Additional Information

• Articulating Information
• Challenging Ideas
• Conveying Self-Confidence