Acquisition Banker - Polokwane, South Africa - Nedbank

Nedbank

Verified Company

Polokwane, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

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

Responsibilities:

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