Gestor de Cliente
Core
Drive customer acquisition, growth, and retention for Standard Bank by proactively identifying sales opportunities and offering personalized banking solutions.
Role type
Client Manager (Retail Banking)
Builds
Personal banking accounts, loans, credit cards, insurance, and digital banking platforms for retail clients.
Domain
Retail Banking / Financial Services
Required skills
Direct sales, customer relationship management, financial product knowledge, regulatory compliance (KYC/AML), lead management, cross-selling, needs-based consulting
Preferred skills
Experience in personal and private banking, proven track record of meeting sales targets, digital platform adoption
Technologies
Digital banking platforms, CRM systems
Responsibilities
Identify and explore acquisition opportunities through walk-ins, referrals, and proactive outreach; Promote and sell a range of banking products to meet individual and agency sales targets; Conduct needs-based conversations to understand client financial objectives; Provide specialized advice and recommend suitable banking solutions; Follow up with clients to ensure satisfaction and retention; Inform clients about digital banking platforms and encourage adoption; Ensure all sales activities comply with KYC, AML, and other regulatory requirements; Accurately complete and submit customer documentation and application forms; Maintain records of leads, sales, and client interactions; Ensure compliance with all relevant risk and compliance requirements.