Sibusiso

Trade Finance consultant

Project Work Stream manager

Relationship Banker

Driving income and sales targets by cross selling, upselling and acquiring new prospective clients. Ensure dedicated relationships are maintained and grown by being the single point of entry via appointment based customer interaction as well as On-Site visitation.. Create and maintain an annual client interaction management plan by planning on the Client Management Program (CMP).. Ensure the long-term sustainability of the portfolio by establishing relationships with new clients and solution-based up-selling to existing clients.. Create a pipeline of new business by working on leads generation initiatives with Retail, existing client base and within the Business growth section of ABB.. Make effective use of the client planning and solutioning tools (Sales tools) for the top 30% of the portfolio to ensure in-depth understanding of client needs, to provide clients with the best possible solutions.. Achieve new business and up-selling sales targets by pro-actively driving cross functional teams (including but not limited to Sector and Product specialists) to find client-centric solutions which must be formalized in strategic proposals and presented to clients in accordance to the distinct Client Value Proposition (CVP) for Enterprise Accounts.. Achieve customer satisfaction targets within the assigned portfolio by improving customer satisfaction standards by providing solutions such as Notify Me, E-Pin, Business Advantage, etc.. Track and monitor the financial performance of the portfolio by utilizing the scorecard and Customer Management Portal (CMP).. Use Magic Matrix as a guiding tool to ensure cross selling and up selling happens in the portfolio to grow the book.. Apply risk-based pricing for all new sales and pricing reviews in line with standard pricing and fee structures/guidelines and applications. Negotiated pricing by exception, based on existing concession model.

Platinum Credit Assessor

Compile documentation and evidence received from clients when applying for products as per laid down procedures. The documentation may include id copies, payslip, bank statements etc. Ensure all documentation received from clients is clear and in line with FICA requirements. Conduct quality check on all documentation and evidence gathered against scoring received from front line.. Conduct an affordability check to establish as to whether the client qualifies for the product. Based on the affordability check, decide whether to grant the product to the client using system decision as a guideline. Monitor turnaround time of application and communicate outcome together with sending quotation to customer via Fax or email and any other declaration where applicable within 48 hours. Meet all Service Level Agreements to clients whilst following the set process.. Provide continuous communication (telephonically/SMS) to customers to ensure customers are kept up to date with the status of their application.. Adhere to NCA FIAS, FICA compliance,. Creating application quote for the given application and Application finalization which is pay-out for Loans and Overdrafts.

Inbound Sales Consultant

Tenants Manager