Associate Sales: IFI

Job Purpose

To be the direct contact between the external customer and Nedbank to build and maintain relationships according to Nedbank customer and sales strategy.

Job Responsibilities

• Ensure business objectives are met by monitoring processes and ensuring alignment through effective communication.
• Maintain a portfolio and adhere to service level agreements to achieve business targets.
• Act as a trusted partner to achieve better customer service and business results by meeting service level requirements.
• Identify opportunities to expand existing business or generate new business through client interactions.
• Identify risks upfront to minimize loss and reputation risk by screening before engaging.
• Investigate and recommend solutions to resolve issues and problems as they occur.
• Negotiate with relevant stakeholders on behalf of clients to meet their requirements in a mutually beneficial way.
• Maintain clear communication lines with all stakeholders and clients to ensure targets and business objectives are met.
• Draft and file reports by capturing data on relevant systems to provide a comprehensive view of business information.
• Identify and recommend opportunities to enhance processes, systems, and policies, and support the implementation of new ones.
• Use resources responsibly and efficiently to communicate with clients and stakeholders.
• Provide accurate information to stakeholders by maintaining and sharing knowledge with the team.
• Stay updated on legislation and industry changes impacting the role by reading relevant newsletters, websites, and attending sessions.
• Contribute to achieving transformation goals by participating in Nedbank culture-building initiatives, such as staff surveys.
• Support corporate social responsibility initiatives to align with key business strategies.
• Understand and embrace the Nedbank vision and demonstrate its values through interactions with the team and stakeholders.
• Improve personal capability and stay abreast of developments in the field by identifying training courses and career progression opportunities through feedback from managers.
• Ensure personal growth and effectiveness by completing learning activities, practicing experiences, and obtaining/maintaining certifications within specified time frames.

Essential Qualifications - NQF Level

Preferred Qualification

Relevant Honours, CA(SA), CFA

Essential Certifications

Preferred Certifications

Minimum Experience Level

3-5 years relevant sector / industry experience (Financial Services or other)

Technical / Professional Knowledge

Behavioural Competencies

Employment Equity Statement

Preference will be given to individuals from underrepresented groups.