Description
The Internal Consultant will be responsible for the facilitation and administration of client deals through partnership with the Account Executive, Sales Consultants, Legal and Credit teams.
Key Responsibilities
- Assist Account Executive (AE)/ Sales Consultant with maintaining of the primary client record as well as related parties, ensure maintenance task are logged via the Onboarding team
- Ensure welcome letter's and copy of invoices and contracts are sent to clients timeously.
- Assist the AE in obtaining all financial and FICA information from existing clients, where FICA is older than a year
- Collate and create electronic client/deal file
- Build good relationship with Sales teams
- Assist Compliance on any statutory requirements
- Liaise with clients, insurance companies, and equipment/vehicle suppliers in order to obtain the relevant documents to facilitate a transaction
- Understand and calculate financial payment plans
- Generate standard agreements and supporting documents specific to transactions
- Prepare general correspondence required i.e. Release notes etc. including the follow through with client/supplier
- Assist clients with all enquiries post approval of facility
- Ensure all outstanding documents are received timeously
- Provide a high sense of client service and operate professional and efficiently with external and internal stakeholders
- Review of record of securities
- Follow up on outstanding documents post payout.
Qualifications, Experience and Skills
Technical:
- Risk Consciousness
- Proficiency in MS Office applications
- Strong verbal and written communication
- Aptitude to multitask and employ effective problem-solving techniques
- Asset Finance experience is a prerequisite
Personal:
- Ability to understand when to escalate queries
- Sense of urgency
- Attention to Detail
- Provide excellent client service
- Proactive & task oriented
- Accountability
- Energetic and self-motivated
- Adaptability
- Information seeking
- Customer service orientation –understand the business and associated needs
- Team player – valuing and understanding the contribution of others & the business
Investec Culture
At Investec we look for intelligent, energetic people filled with passion, integrity and curiosity. We value individuals who in turn value our culture that is, a flexible attitude comfortable to live with ambiguity and willing to challenge the status quo. Diversity, talent and leadership are respected in pursuit of the growth of our business. People who can manage themselves and build strong relationships in order to get things done, will perform in out of the ordinary ways in our environment.