MASUNGULO CONSULTANCY:Sales Consultant Opportunity
Our Client in the banking indusrty is looking for Sales Consultant to optimise opportunities to achieve sales and client services objectives aligned with the Financial objectives of their Business Unit.
Key Performance Areas:
Met Service Objectives:
- Identify and obtain required knowledge, tools and systems equipping self to provide trusted financial advice and build trusting relationships.
- Improve customer service experience by responding to issues raised through customer feedback and displaying desired behaviours accordingly.
- Provide world class service to internal and external clients by engaging, listening, understanding the client’s needs, delivering on requirements within process and procedures; and providing feedback to clients to meet their needs.
- Ensure knowledge of and adherence to stakeholder service level agreements (SLA) when interaction with relevant stakeholders is required.
- Ensure complaints are resolved or escalated within SLA to build relationships, trust and achieve sales and service objectives.
- Arranging required consumer education initiatives to educate clients on products / services offerings and build relationships.
- Ensure that customers needs are explored and understood by conducting needs analysis, while engaging the client to ensure all client’s needs are met and recommendations made regarding further relevant bank offerings to retain and grow clients.
- Educate and guide clients in terms of after sales servicing and maintenance on products sold, in anticipation of future needs to increase client satisfaction and efficiencies.
- Take ownership of all queries, complaints, issues and compliments raised and referred and ensure resolution and service by the relevant party.
Met Sales Objectives:
- Keep abreast of competitor and bank sales campaigns, strategies and marketing initiatives, by reading communications and attending sessions, to focus on the relevant bank events and counter offers to reach sales targets.
- Position relevant bank offerings compared to industry offerings in order to retain and grow existing/potential client base.
- Collaborate and participate in bank cross channel initiatives to support other business units, and identify cross channel sales opportunities to achieve the business units sales objectives.
- Analyse own sales achieved vs. targets to identify gaps to focus on to reach sales targets.
- Analyse relevant sales and other reports to identify cross sales opportunities within client base, contact clients and recommend relevant cross product / service to increase sales.
- Act on leads generated and sent to you via leads systems (CRM and CMS) to achieve sales targets.
Essential Qualifications:
- Grade 12
Preferred Qualifications:
- National Diploma in Banking/ Financial/Marketing
Certifications:
- FAIS certification / registration mandatory
Job Related Experience:
- Selling financial products
- Sharing information in different ways to increase others’ understanding
- Working in a team
- Working with customers to solve customer problems
- Conducting a needs analysis
- 1 – 2 years sales experience
- Building and maintaining effective relationships with internal and external customers and vendors
- Conducting gap analysis
- Creating a sales plans
- Market related Salary
- other benefits