Total Business Banking and Retail - Channel Sales - Home Loans
Manage Self: Technical
Job Purpose
To increase client base and fulfil clients' sales and service needs through the mobile channel in line with Nedbank's strategic goals.
Job Responsibilities
Acquire new business by selling Nedbank products to newly identified companies and their staff.
Fetch new business outside of the established branch channel, through mobile capability.
Assist companies with financial fitness programmes for their staff.
Identify new sales opportunities through engaging the employees of newly identified companies and the communities these companies operate in.
Meet company's and their staff's financial needs by conducting needs analysis.
Build relationships with internal stakeholders to ensure team collaboration, sales and service support and mining new opportunities.
Build and maintain external relationships with external companies to ensure client service and future sales opportunities.
Build and maintain internal relationships to ensure internal sales support from Retail; Relationship and Business Banking to fulfil any opportunities that potentially grow from regular client engagements.
Review action plans and take corrective action to deliver agreed sales and service results.
Create an environment in companies and communities conducive for selling Nedbank products and services.
Utilize resources to manage risk according to Nedbank policies and procedures (e.g. ultraviolet lights to identify false identity documents).
Resolve challenges in community sales areas by taking action to prevent and/or eliminate such challenges.
Attend and participate in team meetings.
Share information and best practices with colleagues and team members.
Contribute to the Nedbank 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, models and systems through agile thinking.
Minimum Experience Level
3 years' Relationship management experience in the financial sector
2-3 years’ Sales experience with a proven track record in a pressurised sales environment
3 years’ Sales experience in a Home Loans environment / Estate Agent / Bond Originator a must
Requirements
NQF Level 5 or Higher in a Financial or Business-related field essential