Bayport Financial Services: Financial Consultant








Company Bayport Financial Services
Reference # BAYR058
Published 18/10/2021
Contract Type Permanent
Salary Market Related
Location Sandton, Gauteng, South Africa
Introduction
The purpose of this position is to:
To contribute to Bayport Financial Services growth and profitability through the provision of quality customer service and sales in respect of all Bayport products; including the understanding of customer needs, the communication of product features and benefits and the effective follow-up and building of the client relationship.
Job Functions Client Services,Finance,Sales
Industries Financial Services
Specification
STRATEGIC INITIATIVES
• Provide input and feedback on sales strategies as outlined by the business





2. OPERATIONAL
• Meets monthly sales set targets on all products.
• Carry out a competitor research to keep up to date with competitor activities and possible opportunities.
• Do field marketing in order to find new clients and generate business
• Escalate all unresolved client queries to Branch Manager
• Follow up on client leads to generate business
• Meets collections and arrears targets in terms of lending products.
• Capturing of data
• Ensure that all reports and information required is submitted as per set deadlines
• Assists in ensuring that the branch is in compliance with legislation set forth by the National
Credit Union Administration and Bayport policies
• Ensure that all processes and administration are auctioned according to company guidelines and take corrective action to report and highlight all risk areas to relevant stakeholders
• Delivering results and meeting customer expectations
• Planning & Organising
Ensure that all fraud related cases are reported to forensics.
• Ensure that all client’s needs are attended to when they come to the branch
• Provide excellent client service and build sustainable relationships that enhances the Bayport brand.
• Working with people
• Adhering to Principles and Values
• Educates clients on responsible use of credit and effective money management

Requirements
EDUCATION
MINIMUM QUALIFICATIONS
• Matric and / or equivalent NQF Level 4 qualification

EXPERIENCE AND KNOWLEDGE
MINIMUM REQUIREMENTS
• Financial industry knowledge and 2 years working experience
• 3 – 5 years sales experience

DESIRED REQUIREMENTS
• Post Matric qualification or equivalent
• Regulatory Examination and FAIS Compliance

Job Closing Date 25/10/2021