Asset Management: Regional Sales Manager KZN at Nedbank

Job Purpose

• To manage the KZN Sales Team, further develop the region and deliver sales teams results through enabling others and ensure alignment to Nedgroup Investments strategic focus areas.

Job Responsibilities

Client Relationship Management

• Build and maintain strong relationships with both existing and new financial advisors in KZN.
• Identify stakeholder needs and provide regular, meaningful feedback.
• Market existing products and collaborate with internal teams (Best of Breed, Multi-Manager, and Core teams) to enhance product positioning.

Strategic Collaboration & Asset Growth

• Identify opportunities for collaboration to support asset‑raising efforts through technical marketing.
• Work closely with internal resources to drive sales and growth initiatives.
• Ensure clear accountability of team members in achieving business objectives.
• Manage recruitment, onboarding, and talent retention efforts.

Team Leadership & Management

• Ensure resource capacity aligns with business needs.

Allocate responsibilities effectively across key focus areas:

• 40% Sales
• 10% Strategic Initiatives
• 20% Client Relationship Initiatives
• 10% Marketing Initiatives
• 20% Team Management & Leadership
• Oversee team development and track progress against performance goals.
• Provide mentorship, coaching, and leadership to enhance team effectiveness.
• Manage recruitment, onboarding, and talent retention efforts.

Operational Excellence & Growth

• Ensure sales targets are met through consistent monitoring and evaluation.
• Set and review sales targets for the team, ensuring alignment with business objectives.
• Oversee budget management, ensuring costs remain within allocated constraints.
• Drive continuous improvement by identifying and addressing non-performing areas.
• Ensure quality sales standards and service excellence are achieved and maintained. 

Culture & Transformation 

• Contribute to a culture of transformation by participating in Nedbank’s culture-building initiatives,business strategies, and CSI programs.
• Stay updated on industry trends and ensure ongoing personal and professional development.
• Lead by example in embracing Nedbank’s vision and values.
• Encourage innovation and knowledge sharing within the team.
• Foster a client-centric culture through various interventions and engagement efforts

People Specification

• We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  
• Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:
• High standard of personal presentation.
• Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.
• Ability to deal with people both within the organisation and external customers

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification

• Relevant Bachelor Degree or Diploma.

Preferred Certifications

• CFP Holds a financial post graduate degree
• CFA, CA, MBA desirable

FAIS Affected

• FAIS Affected - Yes

Minimum Experience Level

• Minimum 3 years in a sales leadership role
• Minimum 10 years' experience in the investment industry
• Knowledge of clients, investment products, communication principles and marketing techniques
  Investment knowledge

Technical / Professional Knowledge

• Business administration and management
• Client service management
• Employee training/development
• Financial Accounting Principles
• Governance, Risk and Controls
• Organisational systems
• Principles of project management
• Relevant Nedbank product knowledge
• Staff resource planning
• Management information and reporting principles, tools and mechanisms

Behavioural Competencies

• Becoming a Business Advisor
• Building the Sales Team
• Building Trusting Relationships
• Coaching the Sales Team
• Driving for Results
• High-Impact Communication
• Making Sales Operations Decisions
• Motivating the Sales Team