REQ 127317 - Twanette Coetser
Closing Date - 05 September 2023
Cluster & Location
Total Business Banking and Retail - Channel Sales - Home Loans
Johannesburg - Gauteng
Career Stream
Sales
Leadership Pipeline
Manage Self: Technical
Home Loans Sales Consultant
Job Purpose
To increase client base and fulfil clients sales and service needs through the mobile channel in line with Nedbank's strategic goals.
Job Responsibilities
- Acquire new business by selling Nedbank products to newly identified companies and their staff.
- Fetch new business outside of the established branch channel, through mobile capability.
- Assist companies with financial firness programmes for their staff.
- Identify new sales opportunities through engaging the employees of newly identified companies and the communities these companies operate in.
- Meet company's and their staff's financial needs by conducting needs analysis.
- Build relationships with internal stakeholders to ensure team collaboration, sales and service support and mining new opportunities.
- Build and maintain external relationships with extenal companies to ensure client service and future sales opportunities.
- Build and maintain internal relationships to ensure internal sales support from Retail; Relationship and Business Banking to fulfull any opportunities that potentially grows from regular client engagements.
- Review action plans and take corrective action to deliver agreed sales and service results.
- Create an environment in companies and communities endusive for selling Nedbank products and services.
- Utilize resources to manage risk according to Nedbank policies and procedures (e.g. ultraviolet lights to identify false identity documents).
- Resolve challenges in community sales areas by taking action to prevent and/or eliminate such challenges.
- Attend and participate in team meeting.
- Share information and best practice with colleagues and team members.
- Review action plans and take corrective action to deliver agreed sales and service results.
- Create an environment in companies and communities endusive for selling Nedbank products and services.
- Utilize resources to manage risk according to Nedbank policies and procedures (e.g. ultraviolet lights to identify false identity documents).
- Resolve challenges in community sales areas by taking action to prevent and/or eliminate such challenges.
- Attend and participate in team meeting.
- Share information and best practice with colleagues and team members.
- Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).
- Participate and support corporate responsibility initiatives for the achievement of business strategy.
- Seek opportunities to improve business processes, models and systems though agile thinking.
- 3 years Sales experience in a Home Loans experience
- 5 years years Sales experience with a proven track record in a pressurised sales environment
- 3 years' Relationship management experience in the financial sector
- Estate Agent / Bond Originator or Developer with an existing data base would be an advantage.
- Proven cold calling success track record.
- NQF Level 5 or Higher in a Financial or Business-related field essential
- Matric / Grade 12 / National Senior Certificate
- Valid driver's license and own reliable transport
- Business principles
- Business terms and definitions
- Data analysis
- Governance, Risk and Controls
- Relevant regulatory knowledge
- Administrative procedures and systems
- Relevant software and systems knowledge
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge