Relationship Manager: Insurance

2 weeks ago

East London, Eastern Cape, South Africa Nedbank Full time

Job Classification

  • REQ: Lerato Sithole
  • Location: East London
  • Cluster: Nedbank Insurance
Posting End Date: 30 November 2023
Job Family

  • Sales And Services

Career Stream

  • Sales


 Leadership Pipeline
  • Manage Self: Technical

FAIS Affected

  • FAIS Affected
  • Yes
    Job Purpose
  • To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.

Responsibilities:

  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
  • Follow laid down processes in opening of accounts by using checklist and account opening matrix.
  • Complete weekly compliance training and assessment online to keep up to date on changes.
  • Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
  • Action daily control reports and attach correct documentation.
  • Identify new clients and their needs through needs analysis and provide a suitable solution.
  • Cross sell to existing clients by establishing need through financial fitness discussions.
  • Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
  • Ensure that every deal done is priced in line with Business Unit objective and strategy.
  • Generate revenue through charging for ad hoc services provided to clients.
  • Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
  • Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
  • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
  • Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
  • Adhere to the ask once promise to clients according to Nedbank strategy.
  • Build relationships with clients through regular contact and having an individual interest in them.
  • Network with internal stakeholders to collaborate in order to provide complete solution to clients.
  • Obtain regular feedback from clients by requesting completion of feedback forms.
  • Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.
  • Adhere to clean desk policy to minimise risk of exposing client confidentiality.
  • Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification

  • Bachelor of Commerce: Banking or accounting. FAIS qualification, Regulatory Examinations
  • Essential Certifications
  • Preferred Certifications
    Minimum Experience Level
years as a Sales Consultant in a Financial industry

Technical / Professional Knowledge

  • Business terms and definitions
  • Data analysis
  • Governance, Risk and Controls
  • Nedbank policies and procedures
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Nedbank culture
  • Cluster Specific Operational Knowledge
  • Banking knowledge


 Behavioural Competencies
  • Continuous Learning
  • Energy
  • Advancing Sales Discussions
  • High-Impact Communication
  • Managing Work
  • Sales
Disposition

  • Sustaining Customer Satisfaction
- **_Please contact the Nedbank Recruiting Team at _

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