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Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
Offering appropriate financial Planning for the well-being of the bank's clients, whilst maintaining the interests of the bank. To add value to a customer base via the provision of appropriate financial advice and selling appropriate financial products to customers, thereby meeting the clients unique financial needs.
Sales and Leads
– Meet monthly targets as set out by the Area Manager
Delivers on daily production standards and adheres to service and quality standards
Provide excellent face to face and telephonic services to customers
Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
To establish a new business pipeline through marketing; lead generation and tracking.
Personal Effectiveness
Accepts and lives the company values
Builds sustainable relationships that enhances the brand.
Collaborates effectively with others to achieve personal results
Individually accountable for managing own time; tasks and output quality for periods of one day to 30 days and as long as under Nedbank’s employ.
Continuously broadens individual skills
Administration
Maintain accurate client files and client information.
Maintain and file all customer advice records, alternative product offerings and any other communication between customer and Financial Planner.
Ensure that client reviews are done as required.
Training
Product training is provided by product providers.
A week’s in house systems training is provided.
Minimum Job Requirements
Computer Literate and own laptop
2 - 3 years’ experience
RE 5
FAIS Qualification on minimum NQF 5
CFP advantageous
Certification : Financial Planning Institute
Remuneration
Commission only
Competencies
Sales Ability and Financial Planning ( Insurance Products; Investments ; Risks and Retirement)
Client Focus
Planning and organising
Attention to detail
Gaining Commitment
Technical Knowledge
Ownership
Initiating Action
Industry Astuteness
Team work
Holistic Thinking
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