External Sales and Service Advisor Lead OBR
On-siteJohannesburg, Gauteng, South Africa
Job Summary
Retrieve qualified leads from the internal sales pipeline and contact existing or new customers to generate sales. Contact prospective clients to sell appropriate banking products, maximize cross-sell opportunities, and deliver end-to-end client management from proposal to post-sales queries. Analyze competitor information and market trends to design customized value-adding solutions that exceed client expectations. Maintain expert knowledge on products, pricing, and application procedures to drive sales targets while complying with National Credit Act and audit requirements. Achieve individual sales targets within the assigned area by applying established processes and managing internal dependencies.
Required Qualifications
- Completed a FSCA recognized FAIS relevant NQF Level 5 Qualification or high qualification
- Completed First Level Regulatory Examination
- Achievement of targets for business
- Understand, read, and anticipate the market and clients' needs to design and deliver innovative, customized value adding solutions to portfolio of clients
- Deliver exceptional service that exceeds clients' expectations through proactive, innovative, and appropriate solutions
- Maximise Business Portfolio cross sell opportunities and strengthen client relationships
- Maintenance of expert knowledge on specific products, pricing, application procedure, processing, and timelines in order to drive and achieve relevant sales targets
- Understand reasons for and comply with governance in terms of legislation and audit requirements
- Retrieve all qualified leads from internal channel sales pipeline and make contact with existing or new customer to generate a sale
- Source new leads through external contacts and other channels to increase customer base if required
- Contact prospective clients and sell appropriate banking products in order to achieve sales targets
- Deliver the end-to-end client management process through continuous engagement with the client on process milestones, selling the FNB value proposition, facilitating the application process on behalf of the client, prepare the proposal to credit, manage internal dependencies, close the deal and manage post sales queries when relevant
- Analyse competitor information gathered and ensured active monitoring of market trends and influences
- Identify new business opportunities that impact on the industry
- Track, control, and influence sales activities with the specific aim to achieve previously determined sales targets in line with quality, productivity and sales requirements
- Manage own development to increase own competencies
- In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.