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  • Posted: Aug 11, 2021
    Deadline: Not specified
  • Lets find opportunities together. Lets get it done. As a subsidiary of The Bidvest Group Limited, were an entrepreneurial bank that seeks out the opportunities and market gaps which traditional banking often ignores. By being flexible and nimble, were able to service our customers better than anyone else. How? We understand that no two individuals are ali...
    Read more about this company


    Fleet Sales Specialist FML


    Primary Purpose

    • To execute the Fleet & Asset Finance sales opportunities within agreed - chosen segments in order to achieve the desired targets and build and maintain effective relationships.

    New Business Development

    • Attain New Business targets in line with Fleet & Asset Finance chosen segment and the agreed customer value proposition.
    • Achieve targets in line with ROE's by driving and securing quality business price for risk
    • Pro-actively identify and develop business potential.
    • Gather and submit information about competitor activity and market development
    • Maximize bank profitability through cross selling specifically focusing on value adds and acquisitions.
    • Meet weekly & Monthly targets in terms of set number of prospecting phone calls and new business meetings
    • Actively manage 30 - 40 active prospects based on the 80/20 principal of Hot, Warm and Cold

    Service and Sales Management

    • Services and sells to existing and potential customers through the use of effective service and sales management and the marketing of VAF products.
    • Grows new customer base by networking, cold-calling and effective sales and services tactics.
    • Cross-sells VAF's insurance products as well as maximizes fees recovered on the portfolio to the extent that profits are maximized, and customer needs are met.
    • Interacts with clients to obtain and analyse financial material e.g. AFS, Bank Statements, Debtors lists, Management accounts, cash flow budgets etc. in terms of agreed covenants.
    • Assists with related queries, where possible, and facilitates when specialist advice is required.
    • Ensures effective presentations and proposals to customers with the aim of growing the portfolio.
    • Ensures successful retention of existing customers in the assigned portfolios by strengthening and expanding relationships. This is achieved by having a deep understanding of the customers' business requirements and servicing their financial needs with regards to asset financing.
    • Conducts ongoing and accurate territory and portfolio analysis to identify business potential and ensures that this forms the basis of service and call programmes
    • Tracks and manages sales targets and budgets
    • Mines customers portfolio data to identify opportunities for additional facilities
    • Maintains ongoing knowledge of portfolio performance to ensure corrective actions can be taken early
    • Prepares and motivates Pre-Credit Forum and SA Credit Committee papers when applicable
    • Provides customers with feedback on reclassification of services requests outstanding documentation and telephonic resolution feedback according to customer relationship standards.
    • Ensures that all leads are logged correctly and ensures cross selling opportunities are identified.
    • Identifies and actions opportunities for cross and up sell
    • Identifies migration opportunities and sells products and services reactively

    Risk and Compliance

    • Ensures compliance with all relevant legislation
    • Complete all compliance training within laid down timelines.
    • Financial Intelligent Centre Act
    • Financial Advisory and intermediary Services Act
    • Consumer Protection Act
    • National Credit Act
    • Company's Act
    • Ensure accurate preparation and signing of facilities letters.

    Relationship and Stakeholder Management

    • Develops and maintains close business relationships with internal and external customers and maintains a high standard and quality of business.
    • Establishes and builds one on one relationships with customers in the assigned portfolios by delivering the expected level of service, specifically focusing on a pro-active contact calling programme
    • Ensure effective sales reporting to applicable stakeholders across the channels and segments
    • Ensures effective presentation of proposals to credit committees at all levels, as necessary, to ensure the business and other stakeholders understands and are able to make a decision on key requirements.
    • Fulfils a training/coaching role by up skilling the consultants, VAF Sales support regarding business knowledge and process management.
    • Establishes a sound working relationship with Credit, to ensure prompt turnaround times, accuracy and adherence to deadlines.


    • Matric ( Accounting and Mathematics)
    • National Diploma/Degree - Financial Qualification


    • 3-5 Years working experience

    Working Conditions

    • On-Site/travel to customers within area base allocated

    Desired Skills:

    • Business acumen -
    • Attention to detail -
    • Self-confidence -
    • Teamwork -
    • Adaptability -
    • Ability to build and maintain effective relationships -
    • Energy and Drive -
    • Independence -
    • Leadership -
    • Takes initiative -
    • Microsoft Outlook
    • word and Excel efficiency

    Method of Application

    Interested and qualified? Go to Bidvest Bank on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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