Leads Consultant X 4

2 weeks ago


Johannesburg, Gauteng, South Africa Nedbank Full time

Job Classification

  • Sales and Service
  • Career Stream
  • Sales
  • Leadership Pipeline
  • Manage Self: Technical


FAIS Affected

FAIS Affected
  • Yes
    Job Purpose
  • To execute on prospect and potential opportunities to provide credible and quality leads to the Planners, Wealth Managers, Bankers, and Lenders.
  • To work on campaigns according to strategic and tactical decisions made to support and boost business for WMSA.
  • To action all leads and manage multichannel direct marketing campaigns.
  • To utilize campaign insights to support the Financial Planners, Wealth Managers, Bankers, and Lenders by distributing credible leads through providing relevant information on prospective clients.
  • To support and position the Wealth Management business to all prospective and existing clients and to improve front book and back book revenue.
  • To provide support for business writers in Distribution by using internal and external leads sources.
  • Manage workflow on systems and processes into the various frontline teams.
  • Embrace the use of automation and digital tools within WM and towards clients.
  • Optimise efficiency and effectiveness with regards to processes, systems, and technology.

Responsibilities:

  • To execute on prospect and potential opportunities to provide credible and quality leads to the Planners, Wealth Managers, Bankers, and Lenders.
  • To work on campaigns according to strategic and tactical decisions made to support and boost business for WMSA.
  • To action all leads and manage multichannel direct marketing campaigns.
  • Provide feedback and updates on various campaigns.
  • Responsible for providing feedback on lead provided to Banker, Wealth Managers, Financial Planners.
  • Contact prospective and existing leads within the required SLA and provide progress updates.
  • Action all reporting and insights leads.
  • Access MIS daily to track actioned and unactioned leads.
  • Analyses, action and capture feedback on all marketing and campaign insights.
  • Communicate all relevant lead information to Banker, Financial Planners, Wealth Managers & Structured Lenders.
  • Adhere to all group processes.
  • Adhere to response times and Service Level Agreements.
  • Regularly check and confirm telephony systems are functional and report malfunctions.
  • Provide and obtain stakeholder feedback on the lead's campaigns.
  • Regular attendance of campaign meetings, lead optimisation meetings and sales meetings.
  • Attends to lead requests for various campaigns, captures feedback and generates required reporting.


Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate


Preferred Qualification
  • Higher certificate / Diploma / BCom Degree
  • Preferred Certifications
  • Minimum Experience Level 1 year experience in a related financial services industry / call centre environment / Financial Planning environment.
    Technical / Professional Knowledge
  • Administrative procedures and systems
  • Banking knowledge
  • Banking procedures
  • Business terms and definitions
  • Data analysis
  • Relevant regulatory knowledge
  • Business writing skills
  • Product Knowledge
  • Relevant system knowledge
  • Governance, risk and controls


Behavioural Competencies
  • Communication
  • Collaborating
  • Customer Focus
  • Initiating Action
  • Work Standards
  • Managing Work
- **_Please contact the Nedbank Recruiting Team at _

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