Relationship Builder
7 days ago
Empower clients to achieve their financial goals through expert sales and service.
Job Highlights- Develop and execute customized sales strategies to meet client needs and goals.
- Prioritize client relationships and provide exceptional service to drive growth and revenue.
- Stay up-to-date with industry trends, products, and services to remain knowledgeable and competitive.
- Collaborate with internal stakeholders to deliver comprehensive financial solutions that meet client expectations.
- Implement risk mitigation strategies and adhere to legislative requirements to ensure regulatory compliance.
Nedbank Goals:
- Contribute to business success by achieving service excellence, teamwork, and personal development targets while adhering to Nedbank's security, operational, and compliance procedures and policies.
- Drive business growth by delivering against individual and team objectives that support a positive client experience.
- Increase market share among primary clients through targeted engagement, salary switching, and digital platform enrollment.
- Identify and resolve work obstacles and problems through active participation in team meetings, information sharing, and performance review.
- Ensure all sales activities are completed on plan, progress reviewed, and corrective action taken.
- Support the achievement of sales and service strategy objectives and values.
- Enable Nedbank's strategy of being financial experts who do good.
- Convert leads into sustainable business for Nedbank in a responsible manner.
Risk and Compliance:
- Mitigate risks and comply with legislative requirements (e.g., FICA, FAIS, and Letter of Authority) by maintaining client information and reporting suspicious transactions.
- Stay informed about legislation and industry changes affecting the role through relevant newsletters, communications, and training materials.
- Manage risk by meeting technical, company standards, practices, and resource management.
- Adhere to Nedbank policies, controls, regulations, and banking legislation as a responsible employee.
- Diploma
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