Assest Management: Sales Support Specialist

Location

Johannesburg, Sandton

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

FAIS Affected

Job Purpose

To drive the Nedgroup Investments brand and support sales and service strategy in branch network to achieve sales and service targets.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedgroup Investments Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate responsibility initiatives for the achievement of business strategy
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedgroup Investments
• Identify common customer service breakdown and drive relevant corrective measurements to ensure customer satisfaction
• Analyse relevant customer feedback systems and identify common trends in customer breakdowns and recommend corrective action to achieve world class service expectations
• Ensure adherence to service standards and strategies by observation and measurement and recommending corrective action
• 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
• Monitor and coach to ensure understanding and effective utilisation of all sales and service systems to achieve strategic objectives
• Reducing application errors and improve data quality by identifying frequent offenders and putting corrective activities in place
• Conduct regular checks on sales claimed and leads provided to ensure compliance with policy and procedures
• Monitor budget to ensure no overspend on marketing and sales within the region
• Improve branch profitability through driving net new to franchise acquisition
• Drive activation and entrench sales to improve revenue generating account
• Focus on portfolio tilt and drive relevant products to increase revenue
• Plan and implement local area marketing activities.

Job Responsibilities Continue

• 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 fulfilment
• 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 Nedgroup Investments 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 their implementation of recommendations
• Run Morningstar Optimisation Models, Competitor Mapping and Blend Reports for the national sales team.

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

A quantitative degree is advantageous

Minimum Experience Level

2 - 3 years experience in Asset Management in a similar role

Technical / Professional Knowledge

Behavioural Competencies