Job Purpose To acquire primary clients within the identified segment in order to generate gross operating income so that the bank can achieve its revenue, profitability and market share objectives. Job Responsibilities Acquire new primary accounts by sourcing appropriate leads, drawing up contact plan and consistetnly following through on the lan/programme. Generate gross operating income by providing competitive rates to clients within Nedbank standards, pricing using Nedbank systems to ensure required returns and according to risks when applying for a lending facility. Maximise profitability of client by matching as many products as meets his/her needs. Ensure that client is fully banked by cross selling and servicing to meet all identified client needs. Retain client by ensuring that all his banking needs are met by Nedbank. Source appropriate leads by building relationships, using networks, collabrating with other divisions, obtaining referrals and conducting appropriate marketing activities to target potential customers. Conduct needs analysis with client and match products and services to their needs by following Nedbank processes and complying with FAIS reqruiements. Provide accurate advice to meet client needs by maintaining knowledge, upskilling, reading widely, attending courses and being knowledgeable Meet client needs by providing feedback on progress, responding to requests with appropriate information/advice at all reasonable times, within turnaround times, and by managing expectations. Ensure that clients can use products and services by providing/organising training and demonstrations to clients.
Responsibilities + Skills
Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
Build relationships with internal stakeholders and suppliers by meeting all standards and service level agreements.Collaborate with other departments by informing them of your role, sharing knowledge and making recommendations, referring leads and working with team to secure new accounts.Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.