Job Purpose

TTo support sales and the service strategy of Nedgroup Investments Retail Sales.

Job Responsibilities

Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc)
Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy)
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank
Identify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfaction
Conduct service related workshops and training interventions to improve customer service
Analyse relevant customer feedback systems and identify common trends in customer breakdowns and recommend corrective action to achieve world class service expectations
Ensure adherance to service standards and strategies by observation and measurement and recommending corrective action
Collaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targets
Support relevant areas to achieve sales and service objectives by highlighting gaps and opportunities
Monitor and coach to ensure understanding and effective utilisation of all sales and service systems to achieve strategic objectives
Reducing application errors and improve data quality by identifying frequent offenders and putting corrective activities in place
Conduct regular checks on sales claimed and leads provided to ensure compliance with policy and procedures
Monitor budget to ensure no overspend on marketing and sales within the region
Improve branch profitability through driving net new to franchise acquisition

Job Responsibilities Continue

Drive activation and entrench sales to improve revenue generating accounts
Focus on portfolio tilt and drive relevant products to increase revenue
Plan and implement local area marketing activities
Identify gaps in sales performance and provide training to impacted staff
Drive strategic sales levers by observing; coaching and testing for understanding
Increase sales by researching market and identifying sales opportunities and ensuring fulfillment
Drive daily sales disciplines by identifying shortfalls and ensuring corrective action is taken
Improve productivity and participation through daily focus on sales levers
Measure and drive sales leads and usage of relevant sales systems to improve cross selling opportunities
Improve cross sell through driving digital enticement by identifying lost opportunities and communicating these to relevant stakeholders
Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned
Identify training courses and career progression for self through input and feedback from management
Ensure all personal development plan activities are completed within specified timeframe
Share knowledge and industry trends with team and stakeholders during formal and informal interaction
Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations.

People Specification
Essential Qualifications – NQF Level

Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Commerce degree in Finance or Investments

Essential Certifications
Preferred Certifications

Microsoft Office CRM certification

Minimum Experience Level

3-5 years in Asset management experience

Technical / Professional Knowledge

Communication Strategies
Data analysis
Governance, Risk and Controls
Nedbank policies and procedures
Principles of financial management
Principles of project management
Relevant regulatory knowledge
Relevant software and systems knowledge
Cluster Specific Operational Knowledge
Credit and risk Knowledge

Behavioural Competencies

Building Partnerships
Earning Trust
Energy
Facilitating Change
Innovation
Work Standards
Planning and Organizing
Customer Focus

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