Crm & Sales Support Specialist

Crm & Sales Support Specialist
Company:

Nedbank



Job Function:

Sales

Details of the offer

Role is based at the V&A Waterfront, Cape TownJob ClassificationThis role is based at Nedgroup Investments. Our website is : www.nedgroupinvestments.co.zaNedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa's largest financial services groups. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.Job Family Sales And Services Manage Self: Professional FAIS Affected FAIS Affected - Yes Job PurposeTTo support sales and the service strategy of Nedgroup Investments Retail Sales.Job ResponsibilitiesContribute 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 NedbankIdentify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfactionConduct service related workshops and training interventions to improve customer serviceAnalyse relevant customer feedback systems and identify common trends in customer breakdowns and recommend corrective action to achieve world class service expectationsEnsure adherance to service standards and strategies by observation and measurement and recommending corrective actionCollaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targetsSupport relevant areas to achieve sales and service objectives by highlighting gaps and opportunitiesMonitor and coach to ensure understanding and effective utilisation of all sales and service systems to achieve strategic objectivesReducing application errors and improve data quality by identifying frequent offenders and putting corrective activities in placeConduct regular checks on sales claimed and leads provided to ensure compliance with policy and proceduresMonitor budget to ensure no overspend on marketing and sales within the regionImprove branch profitability through driving net new to franchise acquisitionJob Responsibilities ContinueDrive activation and entrench sales to improve revenue generating accountsFocus on portfolio tilt and drive relevant products to increase revenuePlan and implement local area marketing activitiesIdentify gaps in sales performance and provide training to impacted staffDrive strategic sales levers by observing; coaching and testing for understandingIncrease sales by researching market and identifying sales opportunities and ensuring fulfillmentDrive daily sales disciplines by identifying shortfalls and ensuring corrective action is takenImprove productivity and participation through daily focus on sales leversMeasure and drive sales leads and usage of relevant sales systems to improve cross selling opportunitiesImprove cross sell through driving digital enticement by identifying lost opportunities and communicating these to relevant stakeholdersSupport 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 alignedIdentify training courses and career progression for self through input and feedback from managementEnsure all personal development plan activities are completed within specified timeframeShare knowledge and industry trends with team and stakeholders during formal and informal interactionObtain 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 SpecificationEssential Qualifications - NQF LevelMatric / Grade 12 / National Senior CertificatePreferred QualificationCommerce degree in Finance or Investments Essential CertificationsPreferred CertificationsMicrosoft Office CRM certification Minimum Experience Level3-5 years in Asset management experienceTechnical / Professional KnowledgeCommunication StrategiesData analysisGovernance, Risk and ControlsNedbank policies and proceduresPrinciples of financial managementPrinciples of project managementRelevant regulatory knowledgeRelevant software and systems knowledgeCluster Specific Operational KnowledgeCredit and risk KnowledgeBuilding PartnershipsEarning TrustEnergyFacilitating ChangeWork StandardsPlanning and OrganizingCustomer Focus--------------------------------------------------------------------------------------- Please contact the Nedbank Recruiting Team at +27 860 555 566  If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up. Nedbank Ltd Reg No 1951/000009/06.Authorised financial services and registered credit provider (NCRCP16). For assistance please contact the Nedbank Recruiting Team at +27 860 555 566
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Job Function:

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Crm & Sales Support Specialist
Company:

Nedbank



Job Function:

Sales

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