Key Responsibilities

The role holder will be responsible for establishing and maintaining strong client relationships which will translate into revenue and growth for the bank.

• Provide outstanding client experiences.
• Needs to be organised, follow-up leads, complete and record appointments, close customer requests
• Support our clients to meet their financial needs, as they progress through their career and life-stages.
• Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
• Keep abreast of market trends, new product offerings and the latest campaigns.

The growth metrics measured include:

• Portfolio growth
• Growth in Product Per Client
• Increase in revenue per client
• Growth in number of clients
• Revenue growth
• Cost Management
• Service Excellence
• Operational Excellence and Compliance

Skills and Experience

• Banking knowledge and sales experience.
• Excellent communication, interpersonal and relationship building skills.
• Ability to learn new products and services quickly.
• Market awareness and benchmarking

Qualification

• CISI Level 2
• Bancassurance Certification