Private Service Advisor

To effectively manage and maintain a portfolio of clients to support a mutually beneficial relationship with clients.

Responsibilities:

1. Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
2. Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
3. Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
4. Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
5. Manage the growth of active customer Account Base to increase client base.
6. Maximise cross-sell opportunities and strengthen client relationships.
7. Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
8. Comply with governance in terms of legislative and audit requirements.
9. Track, control and influence service activities with the specific aim to increase service efficiencies.
10. Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
11. Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.
12. Provide accurate and reliable sales statistics.
13. Manage own development to increase own competencies.

Important Dates: Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

Closing Date: 26 / 10 / 24

All appointments will be made in line with FirstRand Group's Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities.

In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis.

The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.