Tuesday , February 7 2023

Bidvest Careers Learnership – Relationship Banker

Website Bidvest Bank

Job Description:

To generate revenue for Bidvest by sourcing new clients and proactively managing the account to maximize profitability.

Job Responsibilities:

  • To proactively cold call and find new clients for Bidvest to meet the monthly revenue target
  • To educate and promoting Bidvest’s full product offering to clients to maximize the revenue that can be generated
  • Manage the profit margins through providing clients with comparative information on rates and obtaining the best rates for specific banking products
  • Track, control and influence sales activities with the specific aim to increase sales efficiencies of the team.
  • Actively grow the client base by agreed target of new acquisitions a month in order to achieve the sales target
  • Monitor, track and report on sales activity on a periodic basis and to ensure action is taken to meet sales targets.
  • Identify opportunities for cross selling and referrals to other product lines through developing a good understanding of client needs
  • New revenue opportunities are identified and customer feedback on product
  • Comply with governance in terms of legislative and audit requirements
  • Understands clients risk profile and balance for individual clients by optimising product mix

Job Requirements:

  • Matric
  • NQF5 – National Diploma – Finance/Certificate in Banking
  • FAIS RE5
  • Completed within allocated time- lines as prescribed by FSCA
  • Recognized as per FSCA Relevant Financial qualification

Job Details:

Company: Bidvest Bank

Vacancy Type:  Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

Apply Here