- Achieve the Net Income Return for the Business as defined in the Financial Performance Report of the Business.
- Achieve revenue targets by either growing a portfolio of existing clients (optimising revenue opportunities) or by acquiring new clients.
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
- Manage existing clients and grow portfolio through making contact and generating leads through the Net Promoter Tool.
- Manage the growth of active customer Account Base to increase client base.
- Maximise cross sell opportunities and strengthen client relationships.
- Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
- Comply with governance in terms of legislative and audit requirements.
- Track, control and influence service activities with the specific aim to increase service efficiencies
- Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
- Manage the sales diary (daily) by making agreed number of appointments per month and conduct agreed number of sales presentations per month.
- Provide accurate and reliable sales statistics.
- Manage own development to increase own competencies.
Requirements
- Proven ability to achieve financial performance targets and revenue goals.
- Strong expertise in client relationship management and portfolio growth strategies.
- Demonstrated success in new business acquisition and cross-selling initiatives.
- Deep understanding of legislative, audit, and governance compliance standards.
- Proficiency in managing sales diaries, tracking appointments, and delivering effective presentations.
- Strong analytical skills for generating accurate sales statistics and monitoring transaction timelines.
- Commitment to continuous learning and professional skill enhancement.
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