Job Classification
About Nedgroup Investments
Nedgroup Investments is an award-winning global investment business with a growing presence in Africa and 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 Purpose
To manage the Inland Sales Team (Gauteng, Pretoria and outlying areas), further develop the region and deliver sales teams results through enabling others and ensure alignment to Nedgroup Investments strategic focus areas.
Job Responsibilities
- Build and maintain relationships with existing and new clients in the regions.
- Identify and meet stakeholder needs, including giving them regular feedback.
- Identify opportunities for collaboration and work with internal resources to support the Asset raising efforts through technical marketing.
- Market existing products and work with Best of Breed, Multi Manager and Core teams.
- Achieve clear accountability of team members.
- Ensure resource capacity is aligned to the needs of the business.
- Key focus areas are 40% Sales, 10% Strategic initiatives, 20% Client relationship initiatives, 10% Marketing initiatives, 20% Team management and Leadership.
- Plan and monitor development by scheduling and tracking team progress against performance.
- Engage with the team and identify additional training and development requirements.
- Ensure relevant stakeholders are kept informed and updated.
- Identify opportunities for improvement.
- Ensure transformational targets are met.
- Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.
- Stay abreast of developments in field of expertise, ensuring personal and professional growth.
- Understand and embrace the Nedbank vision and values, leading by example.
- Participate in the development and implement action plans to address issues raised in culture surveys.
- Create a client service culture through various interventions.
- Achieve operational excellence.
- Encourage team to generate innovative ideas and share knowledge.
- Manage budget costs within budgeting constraints.
- Set and allocate sales targets for the team. Review sales targets against performance.
- Ensure profitability of distribution medium.
- Make recommendations for alternate improvements to the business by reviewing non-performing areas.
- Meet financial targets through monitoring, tracking and reviewing performance of the team.
- Ensure quality sales standards are agreed to and delivered on.
- Manage performance of staff by implementing performance agreements and ensuring a clear vision.
- Mentor and coach staff on identified performance gaps.
- Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.
- Follow the recruitment process when recruiting talent.
- Maintain a high performing team and ensure an environment for optimal performance is created by identifying talent pool through career conversations, using the talent grid principles and developing talent retention programmes.
- Manage the onboarding process of new employees.
People Specification
We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:
- High standard of personal presentation.
- Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
- Ability to deal with people both within the organisation and external customers.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
Relevant Bachelor Degree
Essential Certifications
- CFP Holds a financial post graduate degree
- CFA, CA, MBA desirable
Minimum Experience Level
- Minimum 3 years in a sales leadership role
- Minimum 10 years' experience in the investment industry
- Knowledge of clients, investment products, communication principles and marketing techniques
- Investment knowledge
Technical / Professional Knowledge
- Business administration and management
- Client service management
- Employee training/development
- Financial Accounting Principles
- Governance, Risk and Controls
- Organisational systems
- Principles of project management
- Relevant Nedbank product knowledge
- Staff resource planning
- Management information and reporting principles, tools and mechanisms
Behavioural Competencies
- Becoming a Business Advisor
- Building the Sales Team
- Building Trusting Relationships
- Coaching the Sales Team
- Driving for Results
- High-Impact Communication
- Making Sales Operations Decisions
- Motivating the Sales Team
Please contact the Nedbank Recruiting Team at +27 860 555 566
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