Christopher Steyn Email & Phone Number

Gauteng

Explains, promotes, sells and/or customises a range of appropriate product offerings/financial solutions that meet the financial needs of all enterprise customers. Aquires new risk groups and opens new business accounts on a face-to face basis.Analyses existing customer data to identify expansion and/or additional business opportunities and contact.

Bedfordview

• Establishes and builds one-on-one relationships with customers, based on mutual respect, in assigned portfolio by delivering the expected level of service, specifically focusing on a pro-active contact (calling).
• Ensures successful retention of existing customers in assigned portfolio by strengthening and expanding relationships. This is achieved by intimately understanding the customer, servicing the customer’s business and.
• Interacts and build relationships with Business Banking Account Executive’s and (CIB) Corporate and Investment Banking Relationship Managers, in order to provide a seamless solution to the client’s banking.
• Manages the “Cost of Sales” through evaluation of margins, cost of service and utilisation of the multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels. Manage.
• Effectively attend to and monitor customer complaints on portfolio, identify root causes and address at source, to prevent recurrence
• Proactively e-mail new product information to all customers.

Eastgate

To oversee the overall sales strategy and sales tactic of the Personal Market.To lead and supervise the Personal Markets sales team with the objective of providing a readily available, service-focused, knowledgeable and experienced point contact for new and existing Personal Market customers.To ensure that customers’ banking needs are identified and.

First Level Regulatory Examination: Representatives, Banking And Financial Support Services, Representative

Successfully completed the First Level Regulatory Examination: Representatives

National Certificate : Financial Markets And Instruments - Wealth Management Specialisation, Finance And Financial Management Services, Nqf Level 6

Activities and Societies: Achieved with Distinction (87%)

Education record

Activities and Societies: Golf, Baseball