Vacancieshut
Website Nedbank
Job Description:
The core purpose of this role is to sell and service Nedgroup Investments’ products to internal and external intermediaries in order to meet Nedgroup Investments business strategy targets. In order to achieve this, the successful candidate would need establish and maintain professional, enabling relationships with Nedbank Financial Planners (NFPs) as well as with Independent Financial Advisors (IFAs).
Job Responsibilities:
- Educate and inform intermediaries by disseminating product and process information in line with Nedgroup Investments’ focus areas to grow market share.
- Provide feedback and escalate complaints in line with policies to mitigate risk.
- Document client interactions according to the agreed format to complete activity reports Demonstrate proficient investment knowledge in product specifications and processes.
- Build sound client relationships with staff and instill trust amongst clients that Nedbank is best placed to manage the complexity of their business, personal and household requirements.
- Resolve work challenges by communicating identified challenges to specific departments for action according to policies and procedures.
- Achieve agreed-to activities through structured calling patterns based on client segmentation.
- Position Nedgroup Investments’ products by utilizing sales aids in line with Nedgroup Investments’ practices.
- Achieve sales targets (Gross and Net flows) and grow our market share in a profitable sustainable manner.
- Build relationships with intermediaries by engaging with then in structured meetings to deliver on sales targets.
Qualification & Experience:
- Relevant Bachelors Degree
- 5 years + sales experience in the Asset Management industry
- Chartered Financial Planning
Job Details:
Company: Nedbank
Vacancy Type: Full Time
Job Location: Pretoria, Gauteng, SA
Application Deadline: N/A
Vacancieshut.com