Manager Small Business Services

2 weeks ago


Roodepoort, South Africa Nedbank Full time

**Req Number**
- 124896**Closing Date**
- 29 May 2023**Location**
- Roodepoort - Cosmo City**Cluster**
- Total Bus Banking and Retail- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To acquire and generate new primary clients into the SBS segment specifically from the non-represented geographies we are seeking to enter. Once acquired, the growing portfolio needs to be engaged through a contact management program with the objective of deepening their relationship with Nedbank resulting in further cross-selling and revenue growth. Ultimately the purpose of the role is to build a financially viable small business portfolio by delivering banking solutions through our relationship management approach, the consequence for Nedbank is growth in market share.**Responsibilities**:

- Acquire new primary accounts for the small business segment of Nedbank
- Source appropriate leads and make use of sales data lead capability
- Execute on a contact management plan engage clients pro-actively, ensuring we are catering for their banking needs
- Maximise profitability and the entrenchment of the portfolio by matching as many products as meets the needs of the portfolio
- Ensure that client is fully banked by cross selling and servicing to meet all identified client needs.
- Source appropriate leads by building relationships, using networks, collaborating with other divisions, obtaining referrals, and conducting appropriate marketing activities to target potential customers.
- Provide accurate advice to meet client needs by maintaining knowledge, upskilling, reading widely, attending courses and being knowledgeable
- Provide feedback on progress, respond swiftly and professionally to requests with appropriate information/advice at all times, manage expectatiosn with respect to turnaround times.
- Ensure that clients can use products and services by providing/organising training and demonstrations to clients.
- Demonstrate an understanding of risk parameters by managing client relationships according to credit principles
- Manage resources (time, processes and support teams) to optimize value against client expectations.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
- Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies, and systems.
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Preferred Qualification- Degree or Diploma (NQF level 5 or 6) in a financial or marketing field, FAIS Regulatory Examination qualifications.- Minimum Experience Level- 2 years in a sales position responsible for and successful in acquiring new accounts and/or cross selling into existing accounts, in a financial services environment.**Technical / Professional Knowledge**
- Administrative procedures and systems Basic
- Banking procedures Basic
- Business principles Basic
- Data analysis
- Governance, Risk and Controls Basic
- Relevant regulatory knowledge Intermediate
- Relevant software and systems knowledge Basic
- Business writing skills Basic
- Product Knowledge Advanced
- Networking Intermediate
- Credit management principles and requirements Intermediate
- Professionalism in behaviour and personal presentation

**Behavioural Competencies**
- Adaptability
- Applied Learning
- Driving for results
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sales Negotiation
- Adaptability
- Applied Learning
- Driving for results
- High-Impact Communication
- Managing Work
- Sales Disposition
- Sales Negotiation



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