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To proactively optimise a portfolio of FNB Wealth Clients with the objective of addressing their financial needs and ensuring client profitability as well as retaining the client base.
· Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients and increase potential of existing portfolio
· Analyse client's current product offerings and solutions with the aim of ensuring FNB Wealth is the client's primary banking institution. In addition, identifying transactional and lending requirements
· Understand and market all Transactional Banking products within the FNB Wealth offering.
· Understand and market all Lending solutions within the FNB Wealth offering:
• Overdrafts
• Mortgage (Single Homeloan)
• Mortgage (Multiple asset/ multiple property)
• Commercial Property Finance
• Share Based Lending
· Successfully implement, track and report on Client Campaigns and initiatives
· Track, control and influence sales activities with the specific aim of achieving previously determined sales targets
· Maximise cross sell opportunities through the identification of specialist advisory requirements. E.g. Wealth Management, Fiduciary, Portfolio Management
· Manage the growth of active customer Account Base to increase Client base and revenue
· Deliver exceptional service that exceeds client expectations through proactive, innovative and appropriate solutions
· Manage and grow portfolio through proactive client contact. Ensure client retention and satisfaction levels (measured via the Net Promoter Score)
· Provide and track accurate and reliable sales statistics via Siebel
· Comply with governance in terms of legislative and audit requirements
· Manage own development to increase own competencies