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With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
To develop and grow relationships with Absa Premier customers, and growing the customer base through targeted sales efforts and the delivery of impeccable service.Job Description
Relationship Building & Portfolio Management – 40%
Outputs:
- Manage and grow existing banking relationship with customers in the Premier proposition to increase BBU share of wallet.
- Establish new banking relationships with high net worth customers who may include senior management of different corporate companies, local political figures and well-known business people.
- When interacting with customers, identify potential opportunities to present the bank’s Premier Life offering and ensure that leads are passed on to the Premier Life team.
- Continuously monitor the utilization of credit facilities and investment avenues. Identify and resolve under-utilization by contacting customers to determine the reasons and escalating issues if any.
- Conduct regular customer visits in order to build long-term relationships.
Customer Experience 20 %
Outputs:
- Meet assigned NPS benchmark during the customer surveys.
- Monitor operational delivery of customer requirements, summarize systemic failures and raise to the Head of Premier banking for further follow-up at CMC level where necessary.
- Log and create written responses to customer complaints.
- Obtain summaries of complaints and complaint trend analysis from the Service Manager on a monthly basis.
- Follow up with selected customers to determine if their complaints were handled satisfactorily.
Sales 40 %
Outputs:
- Achieve agreed sales targets for new accounts, assets and liabilities, through a proactive calling program to a base of up to 250 clients.
- Conduct a detailed needs analysis for all existing and potential customers to determine their products needs. The product suite includes all Premier life products in addition to offshore banking and investments.
- Create customer proposals based on the needs analysis and follow through the sales process.
- Conduct financial planning for customers in order to play a pro-active role in increasing their wealth.
- Manage own calling program, including identifying names to call on in a particular month and setting up the meetings.
- On a monthly basis, compile a report on the calling program for the month and personal sales progress against the targets as agreed. Present the report to the Head of Premier banking
Education
Higher Diplomas: Business, Commerce and Management Studies (Required)
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