Team Leader: Wealth Management Int. at Nedbank

Job Purpose

To deliver sales teams results through enabling others, and ensure alignment to Nedbanks' strategic focus areas.

Job Responsibilities

• Build and maintain relationships with relevant stakeholders.

• Identify and meet stakeholder needs, including giving them regular feedback.

• Identify opportunities for collaboration.

• Ensure effective resource capacity and planning.

• Achieve clear accountability of team members.

• Ensure resource capacity is aligned to the needs of the business.

• Ensure relevant processes and procedures are followed.

• Plan and monitor development by scheduling and tracking team progress against performance.

• Engage with the team and Identify additional training and development requirements. E

• nsure relevant stakeholders are kept informed and updated.

• Identify opportunities for improvement.

• Ensure transformational targets are met.

• Contribute to a culture of transformation by participating in Nedbank culture building initiatives, business strategy, and CSI.

• Stay abreast of developments in field of expertise, ensuring personal and professional growth.

• Understand and embrace the Nedbank vision and values, leading by example.

• Participate in the development and implement action plans to address issues raised in culture surveys.

• Create a client service culture through various interventions.

• Achieve operational excellence.

• Encourage team to generate innovative ideas and share knowledge.

• Manage budget costs within budgeting constraints.

• Set and allocate sales targets for the team. Review sales targets against performance.

• Ensure profitability of distribution medium.

• Make recommendations for alternate improvements to the business by reviewing non-performing areas.

• Meet financial targets through monitoring, tracking and reviewing performance of the team.

• Ensure quality sales standards are agreed to and delivered on.

• Manage performance of staff by implementing performance agreements and ensuring a clear vision.

• Mentor and coach staff on identified performance gaps.

• Motivate staff to perform and contribute to the success of the business by creating environment of teamwork through engaging with staff (sharing information) and encouraging participation in decision making processes.

• Follow the recruitment process when recruiting talent.

• Maintain a high performing team and ensure an environment for optimal performance is created by identifying talent pool through career conversations, using the talent grid principles and developing talent retention programmes.

• Manage the onboarding process of new employees.

People Specification

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Relevant Bachelor Degree or Diploma.

Essential Certifications

Preferred Certifications

Type of Exposure

• Communicating job requirements and performance standards to others

• Managing a sales team - not in dictionary

• Conducting performance appraisal interviews

• Conducting performance feedback meetings

• Checking performance data to measure employee performance

• Enforcing disciplinary actions against employees

• Assuming a key leadership role

• Investigating and reviewing processes to improve client satisfaction

• Coaching and mentoring of others

• Providing constructive feedback to employees

Minimum Experience Level

Minimum 3 years in a sales leadership role

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