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Financial Consultant - Cape Town in Western Cape - Sage SkillsMap

Sage SkillsMap
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Recruiter from sector Human Resources, located in Gauteng, From 501 to 1000 workers

    About this job ad 2 October

    Province

  • Cape Town, City of Cape Town, Western Cape
  • Description


  • Competencies:
    Working with people.
    Good verbal & written communication skills. Coping with pressure and setbacks
    Attention to detail.
    Key performance areas:
    Meets monthly sales set targets on all products.
    Meets collections and arrears targets in terms of lending products.
    Educates clients on responsible use of credit and effective money management. Establishes a new business pipeline through marketing, lead generation and tracking. Follow up on client leads to generate business
    Escalate all unresolved client queries to Branch Manager
    Provide excellent client service and build sustainable relationships that enhances the Bayport brand.
    Ensure that all client needs are attended to when they come to the branch
    Do field marketing in order to find new clients and generate business
    Carry out a competitor research to keep up to date with competitor activities and possible opportunities. 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
    Ensure that all fraud related cases are reported to forensics.

    Requirements
    Minimum Requirements:
    Matric
    Post Matric qualification or equivalent
    RE and Fias Compliance will be an advantage
    Financial industry knowledge
    2 – 5 sales experience

  • Requirements

  • Minumun level of education: Diploma /Bachelor's/ N6
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Financial Consultant - Cape Town in City of Cape Town, Western Cape

  • Recruiter

    Sage SkillsMap
  • Type of contract

    Permanent contract

  • Apply now

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