Piliswa Mdikane

Absa bank

Jan 2017 – Present

South Africa

Sales Support/ Risk Specialist/ Business Development Consultant

Position 100% virtual. My panel is made up of 15 diverse financial advisers and financial planners. Day-to-day outputs are as follows: Relationship Management -To build, motivate and maintain meaningful relationships with advisers, AIFA Regional Managers, branch staff, bankers and relationship managers in the Private Banking, Business Banking and Retail space -To act as a liaison between Absa Life and the adviser Target Achievement -To assist the adviser to put strategies in place to achieve Absa Life policy count, premium, commission and wills targets Practice Management -To analyse the adviser’s book to identify cross selling and upselling opportunities -Practice View -Business Plans -Campaign management -Compliance: Record of Advice Training & Product Knowledge -To train advisers and their staff on Absa Life products, systems and processes and promote digital adoption -To keep abreast of the risk market by reading and sourcing information on competitors as a way of gaining competitive advantage -To update the adviser on any internal process changes -To update the adviser on any product enhancements including pricing -To engage branch staff by doing branch presentations on the Absa Life product offering Sales Support -To provide advisers with information that will assist them in selling Absa Life products -To support the AIFA Regional Manager with leads and listings which they distribute to advisers -To improve service delivery to the adviser by escalating and resolving relevant queries Collaboration -To engage with Absa Life stakeholders and provide input on product enhancements -To work together with the Legal and Advisory Specialist and the Investment Consultant to close business opportunities and retain clients -To collaborate with the AIFA Regional Managers to coordinate campaigns and competitions in the regions -To support regional and national campaigns and competitions -Conduct interviews with the Regional Manager for new adviser appointment

Skills

Languages