Who are we? SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our Vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS. What will you do?The role of the Business Analyst is to ensure the smooth and effective running of the Leads Management system, related processes, and integration points with other systems and applications, thus ensuring that leads are made available to intermediaries enhancing the intermediary's productivity and user experience - as well as the end-user customer's experience. The role is also responsible for reducing and preventing any business risks associated with the use of system tools and applications by the intermediaries and to manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified or suggested. The role also manages and takes ownership of allocated projects and tasks, as well as assigned resources. What will make you successful in this role?To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.To ensure the ease of use of relevant tools and applications, as utilized by the intermediary, thus enhancing the intermediary's experience - as well as the end-user customer's experience.To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.To manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.Manage and take ownership of allocated projects/tasks, as well as assigned resources. Qualification and experience3-year diploma or degree (IT focus)Business Analyst qualificationWorking knowledge of the SAFe Agile methodology will be an advantageProject management qualification will be an advantageWorking knowledge of applications in Cloud (AWS) will be an advantageAt least 5 years business analyst experience in the financial services industry Knowledge and skillsIT/Systems/Tools:MS: Office (Excel, Word, PP)SanPortSanFinLeadsInterActOxford Risk ProfilingBusiness:Sound financial services industry knowledge/contextSanlamConnect knowledgeProduct knowledge / Product life cycle knowledgeSales advice processes/steps/standards/guidelinesSales tools, calculators, and aidsContent management processes and guidelinesFinancial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.) Core competenciesBeing resilientCollaboratesCultivates InnovationCustomer FocusDrives results Personal attributesEffective at building partnershipsAnalytical with an eye to enhance systems and processesWilling to influence the thinking of stakeholdersComfortable having to collaborate with various role-playersAble to maintain performance under pressureEffective leadership skills Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.Closing date: 26 August 2024 Build a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development, and achieving great things. We pride ourselves in helping our employees to realize their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development. Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
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