CRM & Sales Support Specialist

1 week ago

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

We are seeking a highly motivated and organized CRM & Sales Support Specialist to join our team at Nedbank. The successful candidate will be responsible for driving data and service requirements and strategy for Nedgroup Investments 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 data systems and service-related workshops and training interventions to improve customer service.
  • Analyse relevant customer feedback systems and identify common trends using the CRM system.
  • 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.
  • Improve client data on all client systems used by Nedgroup Investments.
  • 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.
  • Obtain buy-in for developing new and/or enhanced processes that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
Requirements
  • High standard of personal presentation.
  • Self-motivated and well-organized with an ability to adapt and tackle a wide variety of challenges.
  • Ability to deal with people both within the organization and external customers.
Essential Qualifications
  • Matric / Grade 12 / National Senior Certificate.
Preferred Qualifications

Commerce degree in Finance or Investments.

Essential CertificationsPreferred Certifications

Microsoft Office CRM certification.

Minimum Experience Level

3-5 years in Asset management experience.

Technical / Professional Knowledge
  • 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.

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