Purpose Statement


To build, maintain and optimise effective client relationships by providing excellent client service through engagement and consultation with existing clients. 
To contribute to the overall profitability of Business Bank by promoting and selling Business Bank and merchant products to new and existing clients.


Experience


At least 2-3 yrs. proven experience in a CRM environment with responsibility for, or exposure to cross and upselling.
Proven experience in identifying sales or business opportunities and/or customer needs and providing solutions for these.  
Experience in a FMCG, banking or retail environment


Qualifications (Minimum)


Grade 12 National Certificate / Vocational


Qualifications (Ideal or Preferred)


Bachelor's Degree in Commerce or Marketing


Knowledge

Minimum:


Commercial, economic, SME landscape
Sales and sales optimisation techniques & principles
Commercial/business know how (how businesses work.)
Client relationship management principles
Engagement/conflict management practices
Performance culture


Ideal:

Knowledge and understanding of:


Business banking landscape, product knowledge
Payment solutions environment (merchant services)
POS Solutions
Capitec Bank Acquiring product knowledge


Skills


Influencing Skills
Planning, organising and coordination skills
Commercial Thinking Skills
Communications Skills
Interpersonal & Relationship management Skills