Acquisition Manager: RRB at Nedbank

Our Retail relationship Banking Team is looking for Acquisition Manager. In this role you will be required to source and acquire net-new primary clients through a variety of acquisition channels to meet the area’s financial and service objectives, improve client service, improve and maintain stakeholder relationships whilst adhering to processes and procedures to ensure compliance and reduce risk.

Job Responsibilities

• Acquire new primary accounts by sourcing appropriate leads, drawing up contact plan and consistetnly following through on the lan/programme.
• Generate gross operating income by providing competitive rates to clients within Nedbank standards, pricing using Nedbank systems to ensure required returns and according to risks when applying for a lending facility.
• Maximise profitability of client by matching as many products as meets his/her needs.
• Ensure that client is fully banked by cross selling and servicing to meet all identified client needs.
• Retain client by ensuring that all his banking needs are met by Nedbank.
• Source appropriate leads by building relationships, using networks, collabrating with other divisions, obtaining referrals and conducting appropriate marketing activities to target potential customers.
• Conduct needs analysis with client and match products and services to their needs by following Nedbank processes and complying with FAIS reqruiements.
• Provide accurate advice to meet client needs by maintaining knowledge, upskilling, reading widely, attending courses and being knowledgeable
• Meet client needs by providing feedback on progress, responding to requests with appropriate information/advice at all reasonable times, within turnaround times, and by managing expectations.

Essential Qualification

• Matric / Grade 12 / National Senior Certificate
• FAIS Regulatory Examination 1 qualifications.

Minimum Experience Level

• 5 years in a sales position responsible for and successful in acquiring new accounts and/or cross selling into existing accounts, in a financial services environment.

Type of Exposure

• Working with a group to identify alternative solutions to a problem.
• Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
• Managing customer expectations
• Interacting with diverse people
• Managing conflict situations
• Interacting with external clients
• Sharing information in different ways to increase stakeholders understanding.
• Working in a fast-paced and changing environment
• Capturing data
• Working in a team
• Checking accuracy of documentation and records
• Working with spread sheets
• Providing feedback in a written form (Excel)
• Sales in a banking environment in a relevant banking field (e.g. business; retail)
• Comparing two or more sets of information
• Acquired new business (preferred)
• Communicating internally and external
• Drivers licence and own transport

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking knowledge
• Banking procedures
• Business principles
• Business terms and definitions
• Cluster specific operations
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Nedbank policies and procedures
• Nedbank vision and strategy
• Relevant Nedbank product knowledge
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Nedbank culture
• Product Knowledge
• Presentations
• Networking
• Credit management principles and requriements
• Business Ethics
• Professionalism in behaviour and personal presentation

Behavioural Competencies

• Adaptability
• Applied Learning
• Driving for results
• High-Impact Communication
• Managing Work
• Sales Disposition
• Sales Negotiation