Nedbank Group – Sales Consultant (38 Needed)

Met Service Objectives:

• Identify and obtain required knowledge, tools and systems equipping self to provide trusted financial advice and build trusting relationships.
• Improve customer service experience by responding to issues raised through customer feedback and displaying desired behaviours accordingly.
• Provide world class service to internal and external clients by engaging, listening, understanding the client’s needs, delivering on requirements within process and procedures; and providing feedback to clients to meet their needs.
• Ensure knowledge of and adherence to stakeholder service level agreements (SLA) when interaction with relevant stakeholders is required.
• Ensure complaints are resolved or escalated within SLA to build relationships, trust and achieve sales and service objectives.
• Arranging required consumer education initiatives to educate clients on products / services offerings and build relationships.
• Ensure that customers needs are explored and understood by conducting  needs analysis, while engaging the client to ensure all client’s needs are met and recommendations made regarding further relevant Nedbank offerings to retain and grow clients.
• Educate and guide clients in terms of after sales servicing and maintenance on products sold, in anticipation of future needs to increase client satisfaction and efficiencies.
• Take ownership of all queries, complaints, issues and compliments raised and referred and ensure resolution and service by the relevant party.

Managed Internal Processes:

• Keep abreast of changes to relevant regulations, rules, processes and policies to mitigate risks.
• Ensure correct and completed manual and online documentation is submitted for initiated sale to minimise risks, delays and (RTS – return to sender).
• Understand and comply with all audit, operational and legislative requirements and system updates to mitigate risks.
• Receive escalations from various systems and take corrective action in terms of data errors, missing documents and timelines out of SLA.
• Supply data for input into relevant reports and tracking tools relating to daily activity/productivity, pending sales
• Utilise tracking tools to measure progress against total sales, cross selling targets and primary usage of products sold (quality sales) against quality sales targets.
• Attend and provide input and or feedback into sales strategy meetings by providing ideas, feedback in terms of how to achieve individual and team target.

Continuous Improvement:

• Participate in Nedbank Culture building initiatives (eg. Surveys) contributing to a culture conducive to the achievement of transformation goals.
• Participate and support corporate responsibility initiatives for the achievement of business strategy (eg. Green Strategy).
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to Nedbank.

Managed Self:

• Act as a Brand ambassador by displaying appropriate behaviour and Nedbank values.
• Ensure self is competent in terms of role expectations and requirements as well as compliance requirements, to meet performance objectives.
• Create and manage own career through guidance and support of manager, department and colleagues.
• Create a High performance culture by encouraging team work and motivating colleagues to achieve more effective results.
• Ensure passing of relevant regulatory FAIS standard examinations to remain Financial Advisory and Intermediary Services act (FAIS) accredited.
• Keep abreast with knowledge of new products or changes to existing products and ensure completion of product assessments to gain accreditation, which allows you to do a proper needs analysis when recommending a product.
• Analyse own competency and identify gaps for development based on self analysis, feedback and interaction with Team Leader, colleagues and clients.

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