Deal Maker

Job 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

• 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

• 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

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

• Adaptable and curious
• Have a proven successful track record.
• Thrive in a collaborative environment

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.

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

We look forward to engaging with you.