Financial Consultant - Phuthaditjhaba

Introduction
To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship.


Job Functions
Administration,Client Services,Communications,Compliance & Regulatory Affairs,Sales


Industries
Financial Services


Specification
COMPETENCIES:

Demonstrates the ability to make business and general mathematical calculations

Demonstrate the skills to review and assess a customer’s relationship and experience associated with the company’s pre-sale, mid-sale and post-sale product/service interaction and quality.

The ability to converse with others. This can be done via the spoken or written word. The ability to identify and appropriately react to voice modulation, tempo and emotion. Body language also plays a critical role in face-to-face communication

Demonstrate the ability to plan, design and implement continuous improvement feedback processes. Ensure action against all relevant recommendations.

Demonstrate the capacity to Identify and understand issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriate solutions; taking action that is consistent with available facts, constraints, and probable consequences.

Demonstrate the ability to implement and / or manage the organisation’s document handling process. To ensure that the documents are handled efficiently with no loss of critical components. Ensure that all SLA's are met.

Demonstrate the ability to manage and maintain the infrastructure and or platforms that support day to day business operations. In addition demonstrate the ability to optimise and improve these to optimise Business operations.

The ability to exhibit the behaviours and decision making ability associated with operational thinking. This includes thinking around efficiency, effectiveness, quality and cost.

The ability to manage all activities associated with the origination of new clients. This includes adhering to SLA's, client satisfaction and other related processes.

Demonstrate the capacity to develop strategies for planning and organising individual and team activities/resources in order to achieve personal, and organisational goals.

The ability to implement a process that forces the individual to constantly and consistently check the quality of the work outputs undertaken. It includes self -checks and the checking of others work.

Demonstrate the ability to plan and draft meaningful reports that require submission. Ensure that the reports will contain commentary and input that will add value to the target audience.

Demonstrate the ability to plan, implement and manage all processes that facilitate good client service. Ensure that all processes have a positive impact on client experience.

KEY PERFORMANCE AREAS:

STRATEGIC INITIATIVES
Provide input and feedback on sales strategies as outlined by the business

OPERATIONAL
Meets monthly sales set targets on all products.
Carry out a competitor research to keep up to date with competitor activities and possible opportunities.
Do field marketing in order to find new clients and generate business.
Escalate all unresolved client queries to Branch Manager.
Follow up on client leads to generate business.
Meets collections and arrears targets in terms of lending products.
Capturing of data.
Ensure that all reports and information required is submitted as per set deadlines.
Assists in ensuring that the branch is in compliance with legislation set forth by the National Credit Union Administration and Bayport policies.
Ensure that all processes and administration are auctioned according to company guidelines and take corrective action to report and highlight all risk areas to relevant stakeholders.
Delivering results and meeting customer expectations.
Planning & Organising.
Ensure that all fraud related cases are reported to forensics.
Ensure that all client’s needs are attended to when they come to the branch.
Provide excellent client service and build sustainable relationships that enhances the Bayport brand.
Working with people.
Adhering to Principles and Values.
Educates clients on responsible use of credit and effective money management.


Requirements
EDUCATION

MINIMUM QUALIFICATIONS

Matric and / or equivalent qualifications

EXPERIENCE AND KNOWLEDGE

MINIMUM REQUIREMENTS

Financial industry knowledge and 2 years working experience
3 – 5 years sales experience

DESIRED REQUIREMENTS

Post Matric qualification or equivalent
Regulatory Examination and FAIS Compliance

Job ID : , #1396, 30 views,

« Private BankerAccounts Clerk/ Cashier »