Retention Consultant
2 weeks ago
Job Classification
- REQ Lerato Sithole
- Location: Durban
KZN
- Cluster: Nedbank Wealth
- Insurance
Job Family
- SALES AND SERVICES
Career Stream - CALL CENTRE (Service)
Leadership Pipeline - Manage Self: Technical**FAIS Affected
- Yes**
Job Purpose - To design and implement customer retention strategies to increase loyalty and retain business on short
Responsibilities:
- Analyse customer feedback, negotiate with customers, implement retention strategies.
- Deliver and achieve all daily, weekly and monthly retention/sales opportunities by following business unit sales strategy.
- Deliver agreed results through input to client financial analysis.
- Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
- Educate clients on the product offering by presenting them with the relevant information.
- Ensure retention of clients full banking relationship through client service and client contact.
- Plan and implement effective prospecting activities by identifying and responding to business opportunities.
- Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
- Finalise client transactions by ensuring client signature for final product is accepted.
- Ensure effective administration and controls portfolio by checking securities and complying with FICA & FAIS requirements.
- Bank queries and Bank Codes.
- Resolve client queries by following business procedure and keeping client informed.
- Act as client's banking partner by taking responsibility for providing regular feedback.
Essential Qualifications
- NQF Level
- Matric / Grade 12 / National Senior Certificate
- Diploma
Essential Qualifications
- 120 FAIS credit Qualifications in Insurance and / equivalent
- RE5
Minimum Experience Level
- 2 years' longterm and shortterm sales experience in insurance.
- 2 years' retention experience.
Technical / Professional Knowledge
- Administrative procedures and systems
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
Behavioural Competencies
- Building Customer Loyalty
- Communication
- Technical/Professional Knowledge and Skills
- Managing Work
- Adaptability
- Quality Orientation
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