Job Title: Lead Management Specialist Nedbank Wealth Management SA Business Unit is seeking a highly skilled Lead Management Specialist to join our team. As a key member of our sales and services team, you will be responsible for implementing and maintaining a robust system to manage leads, empowering others to act on leads, and driving new business and cross-selling opportunities.
Job Summary The successful candidate will be responsible for building relationships with front-line teams, maintaining regular contact with stakeholders, and ensuring that time spent with the frontline teams is used to the best advantage. You will also be responsible for building relationships with internal stakeholders, contributing to a culture conducive to the achievement of transformation goals, and participating in initiatives for the achievement of business strategy.
Key Responsibilities Build relationships of trust with front-line team members and be the first point of contact for support on lead management Maintain regular contact with front-line teams and stakeholders to stay top of mind Ensure that time spent with front-line teams is used to the best advantage by focusing on resolving issues and providing suggestions to enhance outcomes Build relationships with internal stakeholders to improve delivery to clients Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives 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 add value to Nedbank Educate front-line teams on lead management best practices to enable them to increase revenue Handle queries from front-line teams on the administration process in a timely and professional manner Solve technical queries by responding or escalating to the relevant person in a timely and professional manner Provide regular statistics and reports as required Assess monthly reports and identify areas that need attention, taking corrective action with relevant stakeholders Ensure management reports and dashboards are maintained and are appropriate for managers to gain an overall view of leads in each area Conduct all activities within required regulations to reduce risk Support the achievement of 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 opportunities for self through input and feedback from management Ensure all personal development plan activities are completed within specified timeframes Share knowledge and industry trends with team and stakeholders during formal and informal interactions Obtain buy-in for developing new and/or enhanced processes that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations Essential Qualifications Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Preferred Qualification NQF Level 5, BCom
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 Behavioural Competencies Building Partnerships Energy High-Impact Communication Managing Work Planning and Organizing Sales Disposition Qualifying Sales Sustaining Customer Satisfaction
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