Requisition Number: 135963Closing Date: 18 September 2024Location: Somerset WestJob Family: Sales and ServiceCareer Stream: SalesLeadership Pipeline: Manage Self: Technical (MST)FAIS Affected: YesJob Purpose: Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and grow market share.Job Responsibilities:Client EngagementRespond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience.Educate clients and potential clients on how to subscribe and service their account.Treat clients with respect and show care in all interactions.Help clients achieve their goals and grow financially.Own the client request end to end and route for alternative intervention if not equipped to service the client.Entrench clients and deliver value through cross-selling.Facilitate the sales process by informing clients of product features and benefits.Document client needs analysis and provide corresponding product solutions.Obtain referrals from existing clients as well as leads from other business units.Build, maintain and retain client relationships by keeping clients informed of progress regarding their applications, queries, and requests.Educate clients on the use of secure, cost-effective, time-saving self-service channels.Collaborate with internal stakeholders to provide complete financial solutions for clients.Ensure great client experiences by making clients feel welcomed and listened to.Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.Act with a client-first mindset in all engagements.Nedbank Goals:Contribute to the success of Nedbank through meeting service excellence, teamwork and personal development goals.Develop, retain, and grow the business by delivering against individual and team goals.Increase market share by entrenching clients through Core+ needs discussions.Identify and resolve work obstacles through team meetings and performance reviews.Ensure all sales activities are completed to plan.Support the achievement of sales and service strategy objectives.Enable Nedbank's strategy of being financial experts who do good.Convert leads into sustainable business for Nedbank in a responsible manner.Risk And Compliance:Mitigate risks and meet legislative requirements (e.g. FICA, FAIS) by maintaining client information.Report suspicious transactions to the relevant department.Keep abreast of legislation and industry changes that impact the role.Manage risk by meeting technical and company standards.Be compliant with Nedbank policies and banking legislation.Essential Qualifications - NQF Level:DiplomaPreferred Qualification:FAIS Approved QualificationMinimum Experience Level:1 to 2 years of experience in Retail/Banking Client Service, Sales, or Relationship Management.Technical / Professional Knowledge:Product sales skillsSales StrategiesProduct KnowledgeCustomer service principlesNedbank policies and proceduresCustomer relationship managementBehavioural Competencies:Building Customer LoyaltyBuilding Trusting RelationshipsSales PersuasionTechnology SavvyPlanning and OrganizingAdaptabilityApplied LearningPlease contact the Nedbank Recruiting Team at +27 860 555 566
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