Job Summary

Generate Leads for Sales

Job Description

Key accountabilities

Sales to Retail customers with operational rigor and compliance with KYC requirements: (80%)

• Deliver exceptional sales performance by identifying and meeting customer needs through selling & cross selling of Bank’s consumer lending products to meet set sales targets.
• Provide direct “hands on” sales support (quality lead generation and effective follow up) to generate and convert quality leads into sales.
• Submit and check correctness of the completed application forms of different products in line with Bank policies and requirements to line manager for review.
• Comply with general Operational risk & Rigor requirements e.g., Health & Safety standards and security of premises, KYC, and anti-money laundering regulations.

Customer Service (15) %

• Provide excellent timely customer service in line with Absa values and policies.
• Resolve customer queries, complaints and process their applications within the bank ‘s service level agreements. Escalate any unresolved queries, or queries not resolved in a short period of time to the Line Manager.
• Build relationships with internal service providers (Operations and the KYC Helpdesk, credit unit) to ensure a quick turnaround time of escalated queries, complaints, and submitted product applications.

Technical Experience and Capability (5) %

• Pursue continued improvement in personal development by participating in learning and development trainings assigned.
• Agree annual performance objectives with the line manager, including specific sales targets.

Role/Person specification

Education And Experience Required.

• Bachelors Degree that is relevant to the role
• Experience in a front-line banking sales/marketing/service environment.
• Role requires pro-active sales generation, and the role holder will be required to spend a lot of time in the field making sales pitches to potential customers.

Knowledge & Expertise:

• Education and Experience Required
  • First Class or Second Class degree
  • A credit in math and English at O level
  • At least 2 Principal Passes in A level
  • Experience of competitor products sales advantage

• Communication and Interaction required:
  • Staff in own area (manager, subordinates, colleagues)
  • Staff outside own area
  • Internal customers (other than staff in own area)
  • External Customers

• Knowledge & Skills:
  • Basic knowledge of the bank’s products and services advantage
  • Basic understanding of how the Bank operates advantage
  • Knowledge of local banking policies and laws

Essential

• Outstanding relationship and interpersonal skills
• Strong selling and negotiation Skills
• Strong Presentation Skills
• Problem solving Skills
• Team Skills
• Communications Skills
• sales focus

Preferred

• Thorough understanding of the financial services industry.
• Proven sales track record in financial services or related industry.
• Competitor product sales experience
• Innovativeness

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)

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