Acquisition Banker - Polokwane, South Africa - Nedbank

Verified Company
Polokwane, South Africa

1 month ago

Thabo Mthembu

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Thabo Mthembu

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Job Classification

  • Job Family
  • Sales And Services

  • Career Stream

  • Sales

  • Leadership Pipeline

  • Manage Self: Technical
  • FAIS Affected
    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


  • Acquire new primary accounts by sourcing appropriate leads, drawing up contact plans and consistently following through on the plan/programme.
  • 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.
  • 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.
  • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers
  • 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.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.

Job Responsibilities Continue

People Specification

  • Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate

  • Preferred Qualification

  • Degree or Diploma (NQF level 5 or 6) in a financial or marketing field, FAIS Regulatory Examination 1 qualifications.
  • Essential Certifications
  • Preferred Certifications
  • Minimum Experience Level 2 years in a sales position responsible for and successful in acquiring new accounts and/or cross selling into existing accounts, in a financial services environment.

Technical / Professional Knowledge

  • Administrative procedures and systems
  • Banking procedures
  • Business principles
  • Data analysis
  • Governance, Risk and Controls
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Product Knowledge
  • Networking
  • Credit management principles and requriements
  • Professionalism in behaviour and personal presentation

  • Behavioural Competencies

  • Adaptability
  • Applied Learning
  • Driving for results
  • High-Impact Communication
  • Managing Work
  • Sales

  • Sales
- **_Please contact the Nedbank Recruiting Team at _

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