Experience

FirstRand group

• South Africa
• Financial Services
• 300 - 400 Employee

• Senior Private Banker

  • Sep 2013 - Present

  To proactively and effectively manage a portfolio of clients with the objective of increasing sales and driving retention and entrenchment of a client base through exceptional client experience• Achieve sales targets by either growing a portfolio of existing clients or by acquiring new clients • Identify solutions to increase cost effectiveness and enhance operational efficiencies• Successfully execute relevant objectives for client• campaigns and initiatives• Deliver exceptional service that exceeds client• expectations through proactive,innovative and • helpful engagements• Manage existing client portfolio through exceptional service delivery,maintaining client contact to retain and grow customer base• Analyse clients current products and ensure that FNB is the clients primary banking institution through• identification of all aspects of the clients balance sheet• Proactively maximise cross sell opportunities through all forms of client engagement while in the process of servicing customers• Drive retention of customers through active client• engagement and identification of opportunities to• ensure client account activity• Convert leads into successful sales• Source and refer new leads through clien interactions• Improve service efficiencies for the bank through• identifying opportunities,suggesting relevant solutions and migrating clients onto electronic platforms• Ensure adherence to relevant process and • compliance to legislative and audit requirements



Absa Group

• South Africa
• Financial Services
• 700 & Above Employee

• PRIORITY BANKER

  • Jan 2008 - Sep 2013

  Duties included, but not limited to;Retail Bank top end income clients through offering holistic professional, reliable and appropriate financial solutions.Complete detailed assessments of client needs for banking products and other financial products.Arrange with clients to sign security documentation required for all new loans.Interview clients who request new overdrafts.For clients requiring financial products (home loans, revolving loans, vehicle or asset finance, credit card etc? explain product details, negotiate rates with product area.Based on leads referred from within the branch and other sources contact potential new customers and offer them packaged financial solutions based on assessment of their needs.Log and action general queries and complaints related to clients portfolio.Respond directly to customers when queries have been resolved.Interact with junior staff members on a regular basis to coach them on sales process and product knowledge.Stand in as Branch Manager when branch and sales manager is unavailable.