Key Responsibilities

The role holder will be responsible for establishing and maintaining strong client relationships which will translate into revenue and growth for the bank.


Provide outstanding client experiences. 
Needs to be organised, follow-up leads, complete and record appointments, close customer requests
Support our clients to meet their financial needs, as they progress through their career and life-stages. 
Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. 
Keep abreast of market trends, new product offerings and the latest campaigns.


The growth metrics measured include:


Portfolio growth
Growth in Product Per Client
Increase in revenue per client
Growth in number of clients
Revenue growth
Cost Management
Service Excellence
Operational Excellence and Compliance


Skills and Experience


Banking knowledge and sales experience.
Excellent communication, interpersonal and relationship building skills.
Ability to learn new products and services quickly.
Market awareness and benchmarking


Qualification


CISI Level 2 
Bancassurance Certification