Sales and Service Consultant - Durban, South Africa - FinIT Select Staffing

FinIT Select Staffing

Verified Company

Durban, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

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Description

Sales and Service Consultant

Key Performance Areas

To acquire and educate for sales and service.
Drive digital migration, ensure activation and cross complementary products.

Customer

Takes accountability in customer engagement to identify customer's needs.
Use the systems to establish the authenticity of the customer and avoid dealing with and

- compromising information to unauthorized persons.

Performs the regulatory checks for the customer, FICA, POPI and NCR
Aid customers in account servicing and account origination.
Handles client serving like issuing of card, answering to client queries
Referring matters outside the operational mandate to the team leader

People

Adheres to principles of teamwork
Allows to be led by the senior

Finance

Ensure that revenue is generated by meeting the agreed sales target
Retain customers by providing client service and resolving complaints and queries timeously
Prevent account closures and operational losses by following laid down procedures on compliance
Process, Risk, Regulatory & Compliance
Comply with FAIS guidelines (Honesty and Integrity)
Operates within the code of conduct
Adhere to Treat Customer fairly, FICA, POPI and NCR guidelines
Refers any matters outside the laid down scoring to the team leader
Operate within the stipulated Levels and Limits
Collate information regarding systems, clients and process to aid an improvement of the

- overall client experience

Responsibilities

Leads identified converted into successful sales.
Ensure activities support cost containment and reduction.
Educate customers on correct digital channels to maximize channel optimisation.
Connect with our customers by living up to our brand promise of "HIGH FIVE" at all times.
Converse with our customers in a way that they fully understand and provide helpful solutions and products based on their needs.
Make sure ACTIVATION is PRIORITY on onboarding
Always conduct themselves in an ethical manner.
Adhere to the TCF (Treating Customer fairly) principles in all that you do.
Optimize every customer interaction to migrate cash transactions and/or convert customer to digital channels and selfservice channels.
Resolve all customer queries efficiently, and within agreed timelines.
Achievement of Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements.
Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions.
Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
Demonstrates behaviour in support of the organizational values.
Takes accountability for own performance, personal and career development.
Maintain an ability to adapt to ever changing business and customer needs.
Contribute to the overall effectiveness and success of the team.
Improve knowledge and competencies by completing role specific training.