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. It offers a wide range of investment solutions for retail and institutional investors. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who provide consistent long-term outperformance for our clients. Job Family : Sales And Services Career Stream : Sales Leadership Pipeline : Manage Self: Professional FAIS Affected : Yes Job Purpose To support sales and the service strategy of Nedgroup Investments Retail Sales. Job Responsibilities Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives. Participate and support corporate responsibility initiatives for business strategy. Seek opportunities to improve business processes and systems. Identify common customer service breakdowns and drive corrective measures. Conduct service-related workshops and training interventions. Analyse customer feedback systems and identify trends. Ensure adherence to service standards by observation and measurement. Collaborate with stakeholders to achieve sales and service targets. Support areas to achieve sales and service objectives. Monitor and coach to ensure effective utilisation of sales and service systems. Reduce application errors and improve data quality. Conduct regular checks on sales claims and leads. Monitor budget to prevent overspending. Improve branch profitability through new franchise acquisition. Drive activation and entrench sales to improve revenue-generating accounts. Focus on portfolio tilt and drive relevant products. Plan and implement local area marketing activities. Identify gaps in sales performance and provide training. Drive strategic sales levers through coaching and testing. Increase sales by researching market opportunities. Drive daily sales disciplines. Improve productivity through focus on sales levers. Measure and drive sales leads and system usage. Improve cross-sell through digital enticement. Support achievement of business strategy and objectives. Identify training courses and career progression. Complete personal development plan activities. Share knowledge and industry trends with team and stakeholders. Obtain buy-in for new processes to improve functioning. People Specification Essential Qualifications - NQF Level Matric / Grade 12 / National Senior Certificate 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 Communication Strategies Data analysis Governance, Risk and Controls Nedbank policies and procedures Principles of financial management Principles of project management Relevant regulatory knowledge Relevant software and systems knowledge Cluster Specific Operational Knowledge Credit and risk Knowledge Behavioural Competencies Building Partnerships Earning Trust Energy Facilitating Change Innovation Work Standards Planning and Organizing Customer Focus Please contact the Nedbank Recruiting Team at +27 860 555 566 #J-18808-Ljbffr