Sales And Service Advisor

Job description / Role

Role purpose

To source and facilitate home finance applications for the entire onboarding journey of the customer.
To ensure that individual targets are met month on month.
To identify business development opportunities to increase sales.
Attend to all after sales queries of the customer until the customer has availed the entire disbursement of funds for completing the construction.
To be able to service customer requests throughout the journey of securing home finance and provide required support for the customers.
Responsible to close customer complaints and ensure the customer is satisfied with the service provided.
Ensure turnaround time (TAT) is adhered to and where possible exceed customer expectations.
To ensure the daily submissions are complete in both documentation and credit requirements.
Ensure adherence and compliance of all banks prescribed processes, standard operating procedures, and central bank local requirements.
To ensure appropriate KYC and ID&V have been completed for the customers in line with stipulated guidelines.
To ensure all correct and accurate information has been communicated to the customers.
There should not be any instances of mis-sell or incorrect information given to clients.

Key accountabilities of the role

• To ensure monthly disbursement targets are met.
• To ensure complete and correct applicants are submitted for a smooth and successful process.
• To ensure new avenues are opened such as to source new business and meet monthly targets.
• Ensure customer queries are resolved within agreed turnaround time.
• Positive customer feedback.

Specialist skills / technical knowledge required for this role

• Sales and customer service experience.
• Real estate market knowledge and working experience.
• Home finance banking experience preferred.
• Good problem-solving skills.
• Excellent communication skills.