Job title : RE5 Retail Bank Supervisors
Job Location : Western Cape,
Deadline : October 23, 2024
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Key Requirements:
- Credit and criminal clear status is mandatory.
- Must have an NQF 5 or 6 qualification.
- Must hold an RE5 certification.
Duties & Responsibilities:
- Sales Focus: Achieve customer growth, revenue, and collections targets as defined by the bank.
- Meet and exceed individual activity metrics for all product lines.
- Meet, exceed, and effectively execute all sales and customer targets set by the bank.
- Execute the bank’s sales strategy for Product & Value Added Services (including up-selling, cross-selling, and capital take-up).
- Perform outbound calls targeting both existing and prospective customers.
- Convert sales opportunities received through inbound customer requests, outbound calls, lead generation initiatives, and customer queries.
- Establish, develop, and maintain business relationships with existing and prospective customers to generate new business.
- Participate in cross-selling bank products.
- Maintain detailed tracking of pipeline management, prospect data, and activities.
- Set up in-person visits, appointments, and presentations, and follow up telephonically where necessary.
- Conduct professional financial needs analysis to make needs-based sales.
- Schedule customer feedback for obtaining documents and provide progress updates.
- Adhere to supervision requirements set by the Line Manager for all financial products.
- Prepare weekly, monthly, and quarterly reports, and present results to management as needed.
- Ensure effective cash management with approved authorization.
- Manage CAM effectively as required with approved authorization.
- Oversee credit card administration and fulfilment with approved authorization.
Desired Experience & Qualifications:
Education:
- NQF 6 qualification or
- NQF 5 qualification (FSCA aligned)
Certification: RE5
Experience:
- Minimum of 2 years in financial sales and client service experience.
- Managerial or supervisory experience is required.
- Must be within DOFA date.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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