Key Responsibilities

The role holder will be responsible for establishing and maintaining strong client relationships which will translate into revenue and growth for the bank.

Provide outstanding client experiences. 

Needs to be organised, follow-up leads, complete and record appointments, close customer requests

Support our clients to meet their financial needs, as they progress through their career and life-stages. 

Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. 

Keep abreast of market trends, new product offerings and the latest campaigns.

The growth metrics measured include:

Portfolio growth

Growth in Product Per Client

Increase in revenue per client

Growth in number of clients

Revenue growth

Cost Management

Service Excellence

Operational Excellence and Compliance

Skills and Experience

Banking knowledge and sales experience.

Excellent communication, interpersonal and relationship building skills.

Ability to learn new products and services quickly.

Market awareness and benchmarking

Qualification

CISI Level 2 

Bancassurance Certification