Private Service Advisor at FNB South Africa

Job Description

• To effectively manage and maintain a portfolio of clients to support a mutually beneficial relationship with clients
• Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business
• Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
• Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool
• Manage the growth of active customer Account Base to increase client base
• Maximise cross sell opportunities and strengthen client relationships
• Track, control and influence sales activities with the specific aim to achieve previously determined sales targets
• Comply with governance in terms of legislative and audit requirements
• Track, control and influence service activities with the specific aim to increase service efficiencies
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
• Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month
• Provide accurate and reliable sales statistics.
• Manage own development to increase own competencies