Job Requisition - 135810 Closing Date - 16 September 2024 Location - Johannesburg Cluster - Nedbank Wealth - Wealth Management SA Business Unit Please Note: Preference will be given to applicants from Underrepresented Groups Job Family Sales And Services Manage Self: Professional Job Purpose Implement and maintain a robust system to cater for leads, including the creation, receipt, routing and assigning as well as the tracking and reporting.
Empower others to act on leads, which will translate into new business and cross selling opportunities which will help the business to achieve revenue targets.
Job Responsibilities Build a relationship of trust with the front line team members; be the first port-of-call for support on the management of leads.
Maintain regular contact with the front line teams, and those involved in the leads process to stay top of mind.
Ensure that time spent with the frontline teams is used to the best advantage by focusing on resolving issues and providing suggestions to enhance outcomes.
Build relationships with relevant internal stakeholders to improve delivery to the client.
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 initiatives for the achievement of business strategy.
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank.
Educate the front line teams, through one on one's; group presentations; team meetings to enable them to increase revenue.
Build relationships with Principals and front line teams, to positively influence the outcome of leads and improve the client experience for contact requests.
Handle queries from the front line teams on the administration process timeously and according to service level agreements to ensure professional service.
Solve technical queries by responding or escalating to the relevant person timeously and in line with service level agreements.
Provide statistics on a regular basis, as required.
Assess monthly reports and identify areas that need attention, and take corrective action with relevant stakeholders.
Responsible for ensuring management reports and dashboards are maintained, and are appropriate to provide managers an overall view of the leads in each area.
Conduct all activities within required regulation to reduce risk.
Support the achievement of the business strategy, objectives and values by reviewing the Wealth Management SA plan and ensuring delivered systems, processes, 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.
Essential Qualifications - NQF Level Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Minimum Experience Level 2 years financial industry experience, and knowledge of sales process in the financial services industry.
Experience with a leads management process will be advantageous.
Technical / Professional Knowledge Business Acumen Communication Strategies Governance, Risk and Controls Nedbank vision and strategy Principles of financial management Principles of project management Relevant regulatory knowledge Relevant software and systems knowledge Decision-making process Cluster Specific Operational Knowledge Building Partnerships Energy High-Impact Communication Managing Work Planning and Organizing Qualifying Sales Sustaining Customer Satisfaction #J-18808-Ljbffr
