Junior Risk Advisor

2 weeks ago

Durban, South Africa Nedbank Full time
Job title : Junior Risk Advisor Job Location : KwaZulu-Natal, Durban Deadline : December 07, 2024 Quick Recommended Links
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Job Purpose

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

Job Responsibilities

  • Partner with commercial banking segment business managers to identify and obtain new business referrals for short-term insurance and progress these towards quotes and sales.
  • Maintain sound relationships and an engagement model with both internal and external stakeholders. 
  • 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 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.
  • Participate in end of day discussion and apply recommendations from manager to optimise sales results.
  • 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 identifying and 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

  • Relevant FAIS qualification essential
  • 120 - 150 FAIS credits
  • RE5/ RE1 certification

Minimum Experience Level

  • 1-2 years as a Risk advisor/ Broker in Commercial Insurance rendering sales and service advice is essential.

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