Fleet Sales Specialist

1. New Business Development

• Achieve sales targets in Fleet & Asset Finance by acquiring new clients in targeted segments adhering to the customer value proposition.
  
• Maintain a balance between risk and reward in business acquisition ensuring quality and profitability.
  
• Proactively seek and cultivate potential business opportunities.
  
• Monitor and report on competitor activities and market trends.
  
• Enhance bank profitability by strategically crossselling focusing on valuable additions and client acquisitions.
  
• Consistently meet or exceed weekly and monthly new business targets including a specific number of prospecting calls and meetings.
  
• Align deals with desired Return on Capital (ROC) standards.
  
• Maintain an active sales funnel with 5060 potential client opportunities.
  
• Submit highquality credit proposals regularly.
  

2. Sales Management and Collaboration

• Effectively market and sell Vehicle and Asset Finance (VAF) products to new customers.
  
• Expand the customer base through networking coldcalling and strategic sales tactics.
  
• Crosssell VAF products while maximizing fee recovery to increase profits and meet customer needs.
  
• Analyze clients financial information to ensure compliance with agreements.
  
• Deliver effective presentations and proposals to expand the client portfolio.
  
• Conduct thorough analysis of sales territories and portfolios to identify business opportunities.
  
• Manage and track sales targets and budgets.
  
• Leverage relationships with partners and dealers to identify fleet opportunities.
  
• Continuously develop skills in Fleet and banking.
  
• Prepare and present documents for credit forums and committees.
  
• Manage client expectations and experiences ensuring seamless implementation and integration into the bank s ecosystem.
  
• Convert sales pipelines into payouts and manage lead logging and crossselling opportunities.
  

3. Risk and Compliance

• Adhere to all relevant laws and regulations.
  
• Complete compliance training within specified timelines.
  
• Ensure accuracy in legal agreements and documents.
  
• Manage stakeholder response times and input on client contracts and approvals.
  
• Aim for no errors or omissions in processes.
  
• Achieve 100% compliance in statutory training and maintain clean audits in client onboarding processes.
  

4. Relationship and Stakeholder Management

• Build and maintain strong business relationships with both internal and external customers.
  
• Establish oneonone partnerships with joint ventures dealers and lead providers.
  
• Effectively report sales activities to relevant stakeholders.
  
• Present proposals to credit committees clearly and efficiently.
  
• Train and coach partners to enhance their sales teams business knowledge and process management.
  
• Establish collaborative relationships with the Credit department to ensure timely accurate and deadlinecompliant processes.
  
• Manage the quality of work to create effective and seamless sales processes.
  

• 5. SelfDevelopment
  

• Engage in ongoing skill enhancement and personal development.
  
• Become proficient in key competencies relevant to
  

Requirements

• Matric
  
• Tertiary qualifications preferred BCOM and credit qualification
  
• Fleet Management preferred
  
• FAIS qualification preferred
  
• Credit Fundamentals preferred
  
• Presentation skill essential
  
• Business case skills essential
  
• Selling skills essential
  
• Banking background
  
• Credit understanding
  
• Business acumen
  

Benefits