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CRM & Sales Support Specialist

2 months ago

Cape Town, Western Cape, South Africa Nedbank Full time
Job Summary

We are seeking a highly skilled CRM & Sales Support Specialist to join our team at Nedbank. The successful candidate will be responsible for supporting the sales and service strategy of Nedbank Retail Sales.

Key Responsibilities
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
  • Participate and support corporate responsibility initiatives for the achievement of business strategy.
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to Nedbank.
  • Identify common customer service breakdowns and drive relevant corrective measurements to ensure customer satisfaction.
  • Conduct service-related workshops and training interventions to improve customer service.
  • Analyse relevant customer feedback systems and identify common trends in customer breakdowns and recommend corrective action to achieve world-class service expectations.
  • Ensure adherence to service standards and strategies by observation and measurement and recommending corrective action.
  • Collaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targets.
  • Support relevant areas to achieve sales and service objectives by highlighting gaps and opportunities.
  • Monitor and coach to ensure understanding and effective utilisation of all sales and service systems to achieve strategic objectives.
  • Reduce application errors and improve data quality by identifying frequent offenders and putting corrective activities in place.
  • Conduct regular checks on sales claimed and leads provided to ensure compliance with policy and procedures.
  • Monitor budget to ensure no overspend on marketing and sales within the region.
  • Improve branch profitability through driving net new to franchise acquisition.
Requirements
  • Matric / Grade 12 / National Senior Certificate
  • 3-5 years in Asset management experience
  • Commerce degree in Finance or Investments
  • Microsoft Office CRM certification
Technical Skills
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Nedbank policies and procedures
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Cluster Specific Operational Knowledge
  • Credit and risk Knowledge
Behavioural Competencies
  • Building Partnerships
  • Earning Trust
  • Energy
  • Facilitating Change
  • Innovation
  • Work Standards
  • Planning and Organizing
  • Customer Focus