Retention Consultant

2 weeks ago

Durban, South Africa Nedbank Full time

**Job Classification**
- Requisition ID: 13766
- Location: Durban
- KZN
- Cluster: Nedbank Wealth
- Insurance
- Closing Date: 20 January 2025
- Fixed-Term Contract
- Job Family
- SALES AND SERVICES
- Career Stream
- CALL CENTRE (Service)
- Leadership Pipeline
- Manage Self: Technical
- FAIS Affected

**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.

**Job Responsibilities Continue**

**People Specification**
- Essential Qualification
- Matric/ Grade 12/ National Senior Certificate
- Valid DOFA
- Essential Certifications
- Preferred Certifications
- 120 FAIS credit Qualifications in Insurance and / equivalent
- RE5
- Minimum Experience Level
- Long-term and short-term sales experience in insurance.
- Retention experience
- Sales Acumen

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

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