Team Leader: Sales at Nedbank

To optimise sales performance through others in order to grow the client base and make Nedbank more profitable.

Job Responsibilities

• Ensure that sales targets are met.
• Drive needs based selling by ensuring sales resources embed learning programmes and ethos.
• Ensure growth of the main banked client base through direct team by driving cross selling and upselling opportunities.
• Understand client needs and deliver great client service to ensure client satisfaction.
• Ensure that clients are acknowledged by sales team and directed upon arrival.
• Develop relationships with stakeholders through sharing referrals and collaborative check-ins.
• Build trusting working relationships with subordinates, managers and support departments through regular engagements.
• Drive successful client engagements through contacting clients for feedback and/ or client/ banker observations.
• Optimise client flow through effective management of the Day-0 On boarding process.
• Support the achievement of the business strategy, objectives and values.
• Achieve business unit goals through capacity management.
• Manage and track staff performance and apply corrective action where applicable.
• Stay abreast of developments in field of expertise.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities.
• Manage staff resources to ensure team efficiency, productivity and full participation.
• Ensure direct report team deliver world class service by effective use of client experience measurement tools.
• Allocate and review work to subordinates with clear accountability and take corrective action where necessary.
• Encourage collaboration and ensure that the team has various networking opportunities with mono-lines and clients.
• Drive sales initiatives and motivate direct reports to fulfil sales requirements.
• Motivate and coach sales team to achieve their targets.
• Ensure direct report team deliver world class service by effective use of client experience measurement tools.
• Ensure transformational target are met.
• Contribute to the Nedbank Culture building initiatives.
• Participate and support corporate responsibility initiatives for the achievement of business strategy.
• Seek opportunities to improve business processes, models and systems though agile thinking.

Minimum Experience Level

• 2 years experience in a sales and service environment

Preferred Qualification

• NQF 6 qualification in Sales and Accounting, FAIS qualification , RE1 exam.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Essential Certifications

• Fais, Regulatory Examinations, Coaching Accreditation

Type of Exposure

• Managing a team of people
• Communicating job requirements and performance standards to others
• Creating a business plan
• Measuring client satisfaction
• Working with clients to solve client problems
• Investigating and reviewing processes to improve client satisfaction
• Assuming a key leadership role
• Providing constructive feedback to employees
• Managing business risks

Technical / Professional Knowledge

• Business administration and management
• Change management
• Client service management
• Governance, Risk and Controls
• Relevant regulatory knowledge
• Service level agreements
• Staff resource planning
• Strategic planning
• Business writing skills
• Relevant Operating System

Behavioural Competencies

• Coaching the Sales Team
• Motivating the Sales Team
• Aligning and Executing Sales Strategy
• Building Customer Relationships
• Driving Successful Customer Engagements
• Creating a Service Reputation
• Making Sales Operations Decisions
• Customer Focus