Requisition Number: 135963
Closing Date: 18 September 2024
Location: Somerset West
Job Family: Sales and Service
Career Stream: Sales
Leadership Pipeline: Manage Self: Technical (MST)
FAIS Affected: Yes
Job Purpose: Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and grow market share.
Job Responsibilities:
Client Engagement
- Respond to client needs by offering the right service and solution.
- Build client trust by applying your expertise and experience.
- Educate clients and potential clients on how to subscribe and service their account.
- Treat clients with respect and show care in all interactions.
- Help clients achieve their goals and grow financially.
- Own the client request end to end and route for alternative intervention if not equipped to service the client.
- Entrench clients and deliver value through cross-selling.
- Facilitate the sales process by informing clients of product features and benefits.
- Document client needs analysis and provide corresponding product solutions.
- Obtain referrals from existing clients as well as leads from other business units.
- Build, maintain and retain client relationships by keeping clients informed of progress regarding their applications, queries, and requests.
- Educate clients on the use of secure, cost-effective, time-saving self-service channels.
- Collaborate with internal stakeholders to provide complete financial solutions for clients.
- Ensure great client experiences by making clients feel welcomed and listened to.
- Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
- Act with a client-first mindset in all engagements.
Nedbank Goals: - Contribute to the success of Nedbank through meeting service excellence, teamwork and personal development goals.
- Develop, retain, and grow the business by delivering against individual and team goals.
- Increase market share by entrenching clients through Core+ needs discussions.
- Identify and resolve work obstacles through team meetings and performance reviews.
- Ensure all sales activities are completed to plan.
- Support the achievement of sales and service strategy objectives.
- Enable Nedbank's strategy of being financial experts who do good.
- Convert leads into sustainable business for Nedbank in a responsible manner.
Risk And Compliance: - Mitigate risks and meet legislative requirements (e.g. FICA, FAIS) by maintaining client information.
- Report suspicious transactions to the relevant department.
- Keep abreast of legislation and industry changes that impact the role.
- Manage risk by meeting technical and company standards.
- Be compliant with Nedbank policies and banking legislation.
Essential Qualifications - NQF Level: Preferred Qualification: - FAIS Approved Qualification
Minimum Experience Level: - 1 to 2 years of experience in Retail/Banking Client Service, Sales, or Relationship Management.
Technical / Professional Knowledge: - Product sales skills
- Sales Strategies
- Product Knowledge
- Customer service principles
- Nedbank policies and procedures
- Customer relationship management
Behavioural Competencies: - Building Customer Loyalty
- Building Trusting Relationships
- Sales Persuasion
- Technology Savvy
- Planning and Organizing
- Adaptability
- Applied Learning
Please contact the Nedbank Recruiting Team at +27 860 555 566 #J-18808-Ljbffr