CRM & Sales Support Specialist

Location

Role is based at the V&A Waterfront, Cape Town

Job Classification

This role is based at Nedgroup Investments.  Our website is : www.nedgroupinvestments.co.za

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Family

Career Stream

Leadership Pipeline

Job Purpose

To drive data and service requirements and strategy for Nedgroup Investments Retail Sales.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc)
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy)
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank
• Identify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfaction
• Conduct data systems and service-related workshops and training interventions to improve customer service
•  Analyse relevant customer feedback systems and identify common trends using the CRM system
• Collaborate with key stakeholders to identify initiatives to ensure achievement of sales and service targets
• Support relevant areas to achieve sales and service objectives by highlighting gaps and opportunities
•  Improve client data on all client system used by Nedgroup Investments
•  Identify training courses and career progression for self through input and feedback from management
• Ensure all personal development plan activities are completed within specified timeframe
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.

Job Responsibilities Continue

• Drive activation and entrench sales to improve revenue generating accounts
• Focus on portfolio tilt and drive relevant products to increase revenue
• Plan and implement local area marketing activities
• Identify gaps in sales performance and provide training to impacted staff
• Drive strategic sales levers by observing; coaching and testing for understanding
• Increase sales by researching market and identifying sales opportunities and ensuring fulfillment
• Drive daily sales disciplines by identifying shortfalls and ensuring corrective action is taken
• Improve productivity and participation through daily focus on sales levers
• Measure and drive sales leads and usage of relevant sales systems to improve cross selling opportunities
• Improve cross sell through driving digital enticement by identifying lost opportunities and communicating these to relevant stakeholders
• Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned
• Identify training courses and career progression for self through input and feedback from management
• Ensure all personal development plan activities are completed within specified timeframe
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.

People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:

• High standard of personal presentation
• Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges
• Ability to deal with people both within the organisation and external customers.

Essential Qualifications - NQF Level

Preferred Qualification

Commerce degree in Finance or Investments
 

Essential Certifications

Preferred Certifications

Microsoft Office CRM certification
 

Minimum Experience Level

3-5 years in Asset management experience

Technical / Professional Knowledge

Behavioural Competencies