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Home Loans Sales Consultant

Job Description - Home Loans Sales Consultant



Requisition and Specialist Recruiter Details

REQ 147400 -  Twanette Coetser


Closing Date  -  15 October 2026


Pipeline Advert 

Cluster and Location

Personal and Private Banking - Channel Operations 


Plattekloof, Cape Town

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical

FAIS Affected

FAIS Affected - Yes

Home Loans Sales Consultant - Pipeline

Job Purpose

To drive business growth in a target-driven sales environment by expanding the client base and meeting clients' home loan needs through the home loan channel, aligned to Nedbank's strategic objectives

Job Responsibilities


  • Acquire new business by selling Nedbank products to newly identified clients.

  • Identify new sales opportunities through engaging the employees of newly identified clients and the communities.

  • Meet with clients and conducta financial needs by conducting needs analysis.

  • Build relationships with internal stakeholders to ensure team collaboration, sales and service support and mining new opportunities.

  • Build and maintain external relationships with extenal companies to ensure client service and future sales opportunities.

  • Build and maintain internal relationships to ensure internal sales support from Retail; Relationship and Business Banking to fulfull any opportunities that potentially grows from regular client engagements.

  • Utilize resources to manage risk according to Nedbank policies and procedures.

  • Attend and participate in team meeting.

  • Share information and best practice with colleagues and team members. 

  • Resolve challenges in sales areas by taking action to prevent and/or eliminate such challenges.

  • Contribute to the Nedbank Culture building initiatives (e.g. staff surveys etc.).

  • Participate and support corporate responsibility initiatives for the achievement of business strategy.

  • Seek opportunities to improve business processes, models and systems though agile thinking.

Minimum Experience Level


  • 3 years' Relationship management experience in the financial sector

  • 2-3 years’ Sales experience with a proven track record in a pressurised sales environment

  • 3 years’ Sales experience in a Home Loans environment / Estate Agent / Bond Originator a must

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Requirements


  • NQF Level 5 or Higher in a Financial or Business-related field essential

  • Matric / Grade 12 / National Senior Certificate

  • Valid driver's license and own reliable transport

Technical / Professional Knowledge

  • Business principles
  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Relevant regulatory knowledge
  • Administrative procedures and systems
  • Relevant software and systems knowledge
  • Banking knowledge
  • Banking procedures
  • Cluster Specific Operational Knowledge

Behavioural Competencies

  • Leveraging a Winning Sales Strategy
  • Advancing Sales Discussions
  • Building Trusting Relationships
  • Targeting Sales Opportunities
  • Building Networks
  • Driving for results
  • Sustaining Customer Satisfaction
  • Portfolio Management


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Please contact the Nedbank Recruiting Team at +27 860 555 566 


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About the Company

Nedbank Private Wealth

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