External Sales and Service Advisor OBR
Core
Deliver exceptional customer experiences by understanding individual needs and providing tailored, value-adding financial solutions in a fast-paced environment.
Role type
External Sales and Service Advisor
Builds
Banking products and services for a portfolio of clients
Domain
Financial Services / Banking
Required skills
Sales process execution, client relationship management, market analysis, regulatory compliance, lead generation, proposal preparation, deal closing, post-sales support, competitor monitoring, sales target achievement
Preferred skills
NQF Level 5 Qualification (FAIS), First Level Regulatory Examination, credit record check clearance
Technologies
N/A
Responsibilities
Apply appropriate sales processes to achieve sales targets and build client relationships; retrieve qualified leads from internal pipelines and source new leads externally; contact prospective clients to sell banking products; deliver end-to-end client management including proposal preparation and deal closing; analyze competitor information and market trends to identify new business opportunities; track and influence sales activities to meet quality and productivity requirements; manage own professional development.
Seniority
Individual Contributor