Retention Consultant

2 weeks ago

Durban, South Africa Nedbank Full time

**Requisition Details & Talent Acquisition Contact**
- REQ-131558- Talent Acquisition Consultant: Lerato Sithole- Location: KZN- Durban- Cluster: Nedbank Wealth
- Insurance- Closing Date: 1 March 2024**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
- and long-term insurance products.

**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

**Essential Qualifications**
- 120 FAIS credit Qualification

**Essential Certifications**
- RE5 Certificate

**Minimum Experience Level**
- 2 years' long-term and short-term 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

**Disclaimer**

**_Please contact the Nedbank Recruiting Team at +27 860 555 566_**
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

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