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Sales and Service Consultant at Nedbank
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Competencies
Expertise in managing banking transactions, account maintenance, and service delivery within retail banking.
Dedicated to providing outstanding service, resolving issues effectively, and building long-term client relationships.
Proficient in identifying client needs and promoting relevant financial products to meet sales targets.
Knowledgeable in financial regulations ensuring all activities adhere to compliance standards.
Skilled in using CRM platforms to manage customer data, track interactions, and support sales processes.
Education
Summary
Dedicated banking consultant with over 4 years of experience in retail banking, specializing in customer service, sales, and regulatory compliance. Proven ability to exceed targets and build lasting client relationships.
Key Achievements
- Consistently exceeded monthly sales targets through effective cross-selling and client engagement.
- Delivered exceptional customer service, enhancing client satisfaction and loyalty.
- Streamlined account management processes, improving operational efficiency.
- Built strong client relationships, resulting in increased product uptake.
- Maintained regulatory compliance, ensuring audit readiness and risk mitigation.
Experience
Sales and Service Consultant
Provided professional banking services including account management, transactional support, and financial product guidance.. Consistently achieved and exceeded monthly sales targets through cross-selling and upselling banking products.. Assisted clients with home loans, credit applications, savings, investments, and insurance products.. Ensured compliance with banking regulations and internal risk policies.. Resolved customer complaints effectively, maintaining high customer satisfaction levels.. Promoted digital banking solutions and assisted clients with online and mobile banking platforms.
Call Centre Sales Agent
Handled high-volume inbound and outbound calls in a target-driven sales environment.. Promoted and sold financial and service-based products to customers.. Met and exceeded sales KPIs and quality assurance standards.. Built strong customer relationships through consultative selling techniques.