Job Description

• To effectively promote sales, in liaison with brokers and financial institutions
• Achievement of net profit growth for business
• Deliver exceptional service that exceeds customers’ expectations through  proactive, innovative and appropriate solutions
• Manage existing clients and grow portfolio through making contact and generating leads
• Maximise cross sell opportunities and strengthen client relationships
• Contact prospective clients and sell appropriate banking products in order to achieve sales targets. 
• Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
• Comply with governance in terms of legislative and audit requirements
• Track, control and influence sales activities with the specific aim to increase sales efficiencies
• Analyse competitor information gathered and ensure active monitoring of market trends and influencers. Identify new business opportunities that impact on the industry
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing  trends and data
• Manage own development to increase own competencies

End Date: September 1, 2025