To proactively source, establish and retain a portfolio of Business Clients segment (with a turnover between R20mil and R300mil for a maximum portfolio of 50 relationships) by offering the full Employer Value Banking (EVB) proposition and attending to the financial needs of the employees within the company.
Qualifications
Essential Qualifications
Minimum NQF level 7 qualification
Mandatory Licenses & Certifications
FAIS Representative certification is a non-negotiable requirement
Critical Experience
A minimum of 5-7 years of extensive experience in the design and development of customer value propositions is essential
5-7 years of demonstrable experience within Retail or Business Banking distribution environment is crucial
Proven proficiency in the application of data management, advanced analytics, business intelligence, and quantitative methodologies is required
Additional Information
Behavioural Competencies:
Articulating Information
Challenging Ideas
Convincing People
Embracing Change
Exploring Possibilities
Interacting with People
Providing Insights
Resolving Conflict
Seizing Opportunities
Taking Action
Thinking Positively
Understanding People
Technical Competencies:
Customer Understanding (Business Banking)
Data Management (Administration)
Financial Acumen
Planning, Forecasting and Budgeting
Product Knowledge (Business Banking)
Verbal Communication
Please note:
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