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Client Liaison Specialist

1 week ago


Cape Town, Western Cape, South Africa Nedbank Namibia Full time

Deliver outstanding client experiences by leveraging your sales and service expertise.

Job Highlights
  • Build and maintain long-term relationships with clients to drive growth and revenue.
  • Develop and execute sales strategies to meet or exceed business targets.
  • Prioritize client needs and provide tailored solutions to address their goals and objectives.
  • 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.

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.
Essential Qualifications - NQF Level
  • Diploma