Job Vacancies at FNB South Africa

Purpose

• Liaison with clients, financiers and insurers, preparation and submission, assistance with settlements and other general clerical duties.

Experience and Qualifications

• Minimum Requirement : Related Degree or Diploma.
• Experience : 1 year's related experience.
• Person must not be an unrehabilitated insolvent

Responsibilities

• Achieve net profit growth for business.
• Manage costs / expenses within approved budget to achieve cost efficiencies.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
• Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members.
• Manage existing clients and grow portfolio through making contact and generating leads.
• Resolve all customer queries efficiently, and within agreed timelines.
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Control the effective service for settlements in the business through insurance claims.
• Provide sales support efficiencies and services in order to ensure retention of clients.
• Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information.
• Comply with governance in terms of legislative and audit requirements.
• Gather and distribute relevant business information.
• Manage own development to increase own competencies.

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Purpose

• To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy.

Experience and Qualifications

• Minimum Qualification : Relevant Degree in Finance, Accounting or Investment Management.
• RE 5. Certified Financial Planner.
• Experience : 3 to 5 years’ experience in a similar environment, of which 1 to 2 years ideally at junior (entry level) management level.
• Experience in sales, investment and risk acumen.
• Experience within the Financial Services Sector together with the relevant preferred qualification.
• Person must not be an unrehabilitated insolvent.

Responsibilities

• Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products.
• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
• Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships.
• Deliver exceptional Financial Advice to FNB Customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Manage new clients, personal portfolios and identify specific needs and goals in respect of financial advice.
• Manage existing clients and grow portfolio through making contact with customers, generating leads and managing the growth of active customer account base to increase client base.
• Achievement of key performance indicators as determined by the business.
• Maintenance of expert knowledge on all FirstRand products, application procedure, processing and timelines in order to drive and achieve relevant sales targets.
• Virtually assist clients in formulating proposals by using the correct tools and Advice philosophy.
• Check all progress on a daily basis to ensure new business applications are closed within appropriate timelines.
• Ensure adherence to relevant processes and compliance to legislative and audit requirements. Manage high volume and less complex deals.
• Keep up to date with own area of expertise to develop and maintain own professional knowledge base in order to provide effective support and advice.

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Purpose

• Manage a sales team for specific regions to ensure maximum book growth.

Experience and Qualifications

• Relevant Degree.
• 2-4 years relevant.
• Person must not be an unrehabilitated insolvent

Responsibilities

• Achievement of net profit growth for Group.
• Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
• Establish, align and manage target and budget goals whilst ensuring effective control of costs for a range of functional areas to increase cost efficiency.
• 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.
• Manage the growth of active customer Account Base to increase client base.
• Maximise Business Portfolio cross sell opportunities and strengthen client relationships.
• Track, control and influence sales activities with the specific aim to achieve previously determined sales team targets.
• Translate strategies into actionable goals and execute relevant projects / initiatives aligned to strategic objectives with specific performance measures and control systems to track progress
• Comply with governance in terms of legislative and audit requirements.
• Coordinate and facilitate all approved strategic projects.
• Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
• Research Market positioning and develop and optimise market intelligence, new business management, advances and management reporting.
• Plan and execute campaigns successfully and on schedule. Set standards and benchmarks for measuring successful campaign execution.
• Monitor costs / benefits per campaign/channel. Maintain operational accountability for all campaign execution.
• Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data.
• Manage own development to increase own competencies.
• Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies.