Position Summary:
Building deep client relationships including the entrenchment of existing clients and achieving the desired sales and financial targets and manage day to day activities of Bankers, Prestige Direct to deliver against defined operational plans and campaigns to achieve sales and financial targets. Be responsible for the facilitation of the team’s outcome by removing obstacles. Manage Relationship and Portfolio Management to ensure segment growth and retention. To provide proactive sales and service management to Direct customers by identifying and implementing value adding financial product solutions from a range of standard offerings. This includes proactively managing and selling to new and existing customers. Builds and develops resources and environments to enable the team to achieve its desired vision. Responsible for the facilitation of the team’s outcome by removing obstacles.
Required Education & Experience:
- Experience in the application of coaching techniques would be beneficial, as part of having led a team.
- Negotiating skills and conflict handling.
- Advanced product knowledge including specialized products and financial structures. Advanced experience and knowledge in Credit and Compliance matters.
- First Degree Business Commerce FAIS Aligned
- 5-7 years Proven successful sales track record in the financial services industry.