Relationship Manager Insurance/Broker
Job Status: Active ✓
|Job Type||Full Time|
To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.
Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).
Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
Follow laid down processes in opening of accounts by using checklist and account opening matrix.
Complete weekly compliance training and assessment online to keep up to date on changes.
Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.
Action daily control reports and attach correct documentation.
Identify new clients and their needs through needs analysis and provide a suitable solution.
Cross sell to existing clients by establishing need through financial fitness discussions.
Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.
Ensure that every deal done is priced in line with Business Unit objective and strategy.
Generate revenue through charging for ad hoc services provided to clients.
Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.
Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.
Participate in end of day discussion and apply recommendations from manager to optimise sales results.
Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.
Ensure that client complaints and queries are resolved timeously by using relevant complaints system.
Adhere to the ask once promise to clients according to Nedbank strategy.
Build relationships with clients through regular contact and having an individual interest in them.
Network with internal stakeholders to collaborate in order to provide complete solution to clients.
Obtain regular feedback from clients by requesting completion of feedback forms.
Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.
Adhere to clean desk policy to minimise risk of exposing client confidentiality.
Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
Matric/NQF Level 4 qualification.
Bachelor of Commerce: Banking or accounting. FAIS qualification, Regulatory Examinations 1.
3-5 years working experience as a Broker in the Fiancial Services industry/Banking Industry?
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