Nedbank Banking Jobs in Gauteng
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Job Purpose
- To execute on prospect and potential opportunities to provide credible and quality leads to the Planners, Wealth Managers, Bankers, and Lenders.
- To work on campaigns according to strategic and tactical decisions made to support and boost business for WMSA.
- To action all leads and manage multichannel direct marketing campaigns.
- To utilize campaign insights to support the Financial Planners, Wealth Managers, Bankers, and Lenders by distributing credible leads through providing relevant information on prospective clients.
- To support and position the Wealth Management business to all prospective and existing clients and to improve front book and back book revenue.
- To provide support for business writers in Distribution by using internal and external leads sources.
- Manage workflow on systems and processes into the various front-line teams.
- Embrace the use of automation and digital tools within WM and towards clients.
- Optimise efficiency and effectiveness with regards to processes, systems, and technology.
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Job Responsibilities
- To execute on prospect and potential opportunities to provide credible and quality leads to the Planners, Wealth Managers, Bankers, and Lenders.
- To work on campaigns according to strategic and tactical decisions made to support and boost business for WMSA.
- To action all leads and manage multichannel direct marketing campaigns.
- Provide feedback and updates on various campaigns.
- Responsible for providing feedback on lead provided to Banker, Wealth Managers, Financial Planners.
- Contact prospective and existing leads within the required SLA and provide progress updates.
- Action all reporting and insights leads.
- Access MIS daily to track actioned and unactioned leads.
- Analyses, action and capture feedback on all marketing and campaign insights.
- Communicate all relevant lead information to Banker, Financial Planners, Wealth Managers & Structured Lenders.
- Adhere to all group processes.
- Adhere to response times and Service Level Agreements.
- Regularly check and confirm telephony systems are functional and report malfunctions.
- Provide and obtain stakeholder feedback on the lead’s campaigns.
- Regular attendance of campaign meetings, lead optimisation meetings and sales meetings.
- Attends to lead requests for various campaigns, captures feedback and generates required reporting.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
Preferred Qualification
- Higher Certificate / Diploma / BCom Degree
- Preferred Certifications
Minimum Experience Level
1-year experience in a related financial services industry/call centre environment / Financial Planning environment.
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Technical / Professional Knowledge
- Administrative procedures and systems
- Banking knowledge
- Banking procedures
- Business terms and definitions
- Data analysis
- Relevant regulatory knowledge
- Business writing skills
- Product Knowledge
- Relevant system knowledge
- Governance, risk and controls
Behavioural Competencies
- Communication
- Collaborating
- Customer Focus
- Initiating Action
- Work Standards
- Managing Work