Relationship Manager
4 weeks ago
Job Family- Sales And Services
- Career Stream- Relationship Management
- Leadership Pipeline- Manage Self: Professional
- FAIS Affected- FAIS Affected - Yes**Job Purpose**
- To drive the Nedbank Insurance brand and support sales and service strategy in achieving targets.**Responsibilities**:
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
- Administration and management of the client’s insurance portfolio on a daily basis.
- Be the go to person for all insurance related queries for clients including short term and life insurance.
- Manage a portfolio of clients both on short term and long term Insurance.
- Ensure adherence to service standards and strategies by observation and measurement and recommending corrective action.
- Drive service disciplines by identifying shortfalls and ensuring corrective action is taken.
- Improve productivity and participation through focus session.
- Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
- Identify training courses and career progression for self through input and feedback from management.
- Ensure all personal development plan activities are completed within specified timeframe.
- Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Preferred QualificationFAIS Qualification, Full Short-Term Insurance qualification (NQF level 4 or 5), First Regulatory Examination Qualification (RE 5).
- Essential Certifications- Preferred Certifications- Minimum Experience Level- 3-5 years working experience as a Relationship Manager in Short Term Personal and Commercial Lines.**Type of Exposure**
- Answering customer questions.
- Sharing information in different ways to increase stakeholders understanding.
- Communicating complex written information.
- Brainstorming ways of improving a product or situation.
- Challenging the status quo with a view to improving the environment or people's understanding.
- Communicating standards to others.
- Coordinating and securing buy-in from internal stakeholders.
- Providing professional advice/opinion.
- Using different approaches in new work situations.
- Coaching others.
**Technical / Professional Knowledge**
- Banking knowledge
- Banking procedures
- Business Acumen
- Business principles
- Business writing
- Communication Strategies
- Data analysis
- Governance, Risk and Controls
- Microsoft Office
- Nedbank policies and procedures
- Nedbank vision and strategy
- Principles of financial management
- Principles of project management
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Decision-making process
- Nedbank culture
- Cluster Specific Operational Knowledge
- **_Please contact the Nedbank Recruiting Team at
+27 860 555 566
_
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