Experience

• 

  Stanbic Bank

  • South Africa
  • Banking
  • 700 & Above Employee

  • Business Development Executive

    • Dec 2014 - Jan 2021

    Role DescriptionResponsible for vising the day to day running and operations of the bank, Whilst at the same to execute vehicle and asset finance (VAF) sales opportunities within agreed / chosen segments and channels, in order to achieve the desired targets and build and manage effective relationships.Duties & Responsibilities Attains new business targets in line with VAF’s chosen segment and channel strategies and the agreed customer value propositions. Proactively identifies and develops business potential. Ensuring the smooth running of basic banking transactions. Grows new customer base by networking, cold-calling and effective sales and service tactics. Cross-sells VAF’s insurance products as well as maximizes fees recovered on the portfolio to the extent that profits are maximized and customers’ needs are met. Building relationships with high net worth individuals. Answering any financial and banking queries. Providing advice on investments. Maintaining a professional image at all times. Working closely with small and medium sized businesses. Handling customer queries face to face, over the phone or via correspondence. Marketing new financial products or services. Presenting information clearly to customers, work colleagues and third parties. Opening new bank accounts for individuals and also companies.Key Achievements. Developed new quality standards for better quality performance and reliability. Developed and implemented client service program, which expanded small-to-medium client base 35% Closed the largest sale ever in vehicle and asset finance facility. Meeting my monthly and yearly targets before due date.

  • Business development officer

    • Dec 2013 - Dec 2014

    ➢ Increasing bank customers based through work place banking.➢ Promoting stanbic products to potential customers and already existing customers.➢ Advising to have tailor made products to meet individual customer’s needs.➢ Providing feedback to senior management, marketing and products management on customers’ needs and the efficiency marketing strategies and tactics..➢ Obtain al the required information and documentation from the customers when applying for products and services.➢ Interview prospective clients to obtain data about their financial resources and needs➢ Analyzing and reviewing quality f potential and existing business to ensure maximum profitability.➢ Client database management: maintaining accuracy and up to date records of customers with scheduled follow up activities .

• 

  African Life Assurance

  • Supervisor

    • Jan 2013 - Oct 2013

    ➢ Call on policy holder to deliver and explain policy to analyze insurance program suggest additional or changes or to change beneficiaries➢ Calculate premium and establish payment method➢ Customize insurance programs to suit individual customer often covering a variety of risk➢ Sell various types of insurance products (policies)to individual on behalf of a company include life cover, family protection and dream builder (investment )➢ Interview prospective client to obtain data about their financial resources and needs.➢ Seek out new clients and develop clientele y networking to find new customers and generates lists of prospective client.➢ Explain features ,advantage and disadvantage of various policies to promote sale of insurance➢ Contact underwriter and submit forms to obtain coverage➢ Ensure that policy requirements are fulfilled➢ Perform administrative tasks such as maintaining records and handling policy renewals➢ Develop marketing strategies to compete with other individual who sell insurance