Location
Role is based at the V&A Waterfront, Cape Town
Job Classification
This role is based at Nedgroup Investments. Our website is : www.nedgroupinvestments.co.za
Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. It offers a wide range of investment solutions for retail and institutional investors. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who provide consistent long-term outperformance for our clients.
Job Family: Sales And Services
Career Stream: Sales
Leadership Pipeline: Manage Self: Professional
FAIS Affected: Yes
Job Purpose
To 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.
Participate and support corporate responsibility initiatives for business strategy.
Seek opportunities to improve business processes and systems.
Identify common customer service breakdowns and drive corrective measures.
Conduct service-related workshops and training interventions.
Analyse customer feedback systems and identify trends.
Ensure adherence to service standards by observation and measurement.
Collaborate with stakeholders to achieve sales and service targets.
Support areas to achieve sales and service objectives.
Monitor and coach to ensure effective utilisation of sales and service systems.
Reduce application errors and improve data quality.
Conduct regular checks on sales claims and leads.
Monitor budget to prevent overspending.
Improve branch profitability through new franchise acquisition.
Drive activation and entrench sales to improve revenue-generating accounts.
Focus on portfolio tilt and drive relevant products.
Plan and implement local area marketing activities.
Identify gaps in sales performance and provide training.
Drive strategic sales levers through coaching and testing.
Increase sales by researching market opportunities.
Drive daily sales disciplines.
Improve productivity through focus on sales levers.
Measure and drive sales leads and system usage.
Improve cross-sell through digital enticement.
Support achievement of business strategy and objectives.
Identify training courses and career progression.
Complete personal development plan activities.
Share knowledge and industry trends with team and stakeholders.
Obtain buy-in for new processes to improve functioning.
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
Please contact the Nedbank Recruiting Team at +27 860 555 566
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