Vacancieshut
Website FirstRand
Job Description:
To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles
Job Responsibilities:
- Prevent wastage and identify process improvements to contain and reduce costs
- Deliver internal and external customer service excellence through adherence to quality service standards
- Participate in planned activities that are appropriate for own development
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Develop new insights into situations and apply innovative solutions to make organisational improvements
- Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated
- KPI’s across the Insure Pillar and Products
- Identify and utilise opportunities for revenue growth to deliver on sales targets
- Provide appropriate banking and financial solutions across an allocated portfolio of clients
- Deliver customer experience excellence in own service delivery aligned to Organisational values and service standards
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated
- KPI’s across the Invest Pillar and Products
Qualification & Experience:
- Preferred Qualification – Certified Financial Planner (CFP)
- Minimum Qualification – Relevant Educational and professional background Degree in Banking, Finance, Economics or Accounting RE
- Experience – 3 to 5 years experience in a similar environment (strong background in Banking /Investment / Financial Planning / Wealth Management
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Emalahleni, Mpumalanga, SA
Application Deadline: N/A
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