Deal Maker

Position: Employee Benefits Deal Maker-9

Description

To generate and sustain new revenue streams across the banking product suite, through the origination and structuring of medium to high complex and medium value deals in the allocated sector/product to enable improved profitability, market share and competitive positioning.

Dear Future, Deal Maker (Employee Benefits. Group retirement and risk schemes)

The role requires you to drive Sales and Campaign performance targets by establishing and building sustainable strategic key relationships across Channel and Pillars. This role will provide specialist advice and support in the execution of distribution processes, including the attainment of financial metrics aligned to KPI deliverables

Role will be based in KZN

Are you someone who can:

Deliver sales targets and grow portfolio under guidance and supervision, by performing end-to-end process of deal origination to deal conclusion through effective engagement and understanding of customer’s business and needs

Deliver customer service through adherence to quality service standards

Complete all applicable onboarding administrative services through continuous reporting and updating of documents related to relevant stakeholders

Develop, encourage and nurture collaborative relationships across commercial and within FNB EB

Contribute to teamwork and inclusivity within team

Identify opportunities to expand customer base with potentially profitable customers

Input into the development and continuous improvement of operational processes

Manages risks in own area of responsibility

Build and maintain stakeholder relationships

Achieve expected financial targets and uphold associated service levels

Execute, Track and Drive Campaigns

Compile required sales tracking reports

Managing own development

You will be an ideal candidate if you have the following:

NQF 7 or a Relevant Degree

ADVANTAGEOUS - FAIS accredited

1.1

1.3

1.22

1.7

1.20

1.5

1.14

Min 5 years’ Experience in a similar environment

Specialist client relationship management experience

Investment Product Knowledge

Professional/Technical learning

Financial Awareness

Innovative Thinking

Results Orientation

Effective Communication - Good Communication skills

Networking

Proficient in Excel, Word, and Power Point

The ability to adapt and being flexible

You will have access to:

Opportunities to network and collaborate

A challenging working environment

Opportunities to innovate

We can be a match if you are:

Adaptable and curious

Have a proven successful track record.

Thrive in a collaborative environment

#post

#fnb

#LI-AW1

Are you interested to take the step? We look forward to engaging with you

All appointments will be made in line with First Rand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

24/01/26

All appointments will be made in line with First Rand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.