Job Purpose


To drive data and service requirements and strategy for Nedgroup Investments Retail Sales.


Job Responsibilities


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 corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy)
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank
Identify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfaction
Conduct data systems and service-related workshops and training interventions to improve customer service
 Analyse relevant customer feedback systems and identify common trends using the CRM system
Collaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targets
Support relevant areas to achieve sales and service objectives by highlighting gaps and opportunities
 Improve client data on all client system used by Nedgroup Investments
 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.


Job Responsibilities Continue


Drive activation and entrench sales to improve revenue generating accounts
Focus on portfolio tilt and drive relevant products to increase revenue
Plan and implement local area marketing activities
Identify gaps in sales performance and provide training to impacted staff
Drive strategic sales levers by observing; coaching and testing for understanding
Increase sales by researching market and identifying sales opportunities and ensuring fulfillment
Drive daily sales disciplines by identifying shortfalls and ensuring corrective action is taken
Improve productivity and participation through daily focus on sales levers
Measure and drive sales leads and usage of relevant sales systems to improve cross selling opportunities
Improve cross sell through driving digital enticement by identifying lost opportunities and communicating these to relevant stakeholders
Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; 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.


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


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