Job Opportunities at Momentum

Introduction

• Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.

Role Purpose

• Management of individual and team performance and to provide an effective and efficient service to clients within service level agreements in the Call Centre.

Requirements

• Matric
• Relevant Tertiary Qualification will be an advantage
• 2 to 3 years leadership experience will be an added advantage
• 2 to 3 years Industry experience.
• Knowledge of the Oracle systems will be an advantage
• Knowledge of the healthcare industry
• Client service experience in the medical aid environment will be an advantage
• Knowledge of Momentum Medical Scheme will be an advantage

Duties & Responsibilities

• Ensure timeous resolution of all queries and problems escalated.
• Implementation of mechanisms to maintain and improve client service.
• Manage individual performance and provide appropriate training and coaching where necessary.
• Contribute to the development of plans and process within area.
• Manage the achievement of service standards in line with service level agreements.
• Assess service delivery based on engagement with business stakeholders and relevant analytics and implement plans for improvement.
• Effectively manage all day-to-day team activities and escalations.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members in order to cascade information and team objectives.
• Build a capacitated team through innovative hiring and training techniques
• Make recommendations to optimise the function and service delivery.
• Collaborate with relevant teams by sharing best practices and knowledge to enhance service delivery.
• Analyse team performance through various statistical and reporting methods and engage with team to increase quality and client satisfaction.
• Manage team and individual performance to ensure consistent performance outputs that meet or exceed the defined targets.
• Identify and report on any significant performance issues and implement a plan to resolve to maintain the team efficiency.
• Develop processes and procedures to increase effectiveness and quality of services provision, and to develop proactive ongoing improvement initiatives.
• Provide efficient administration services through careful and timeous planning, reporting and updating of all related information.
• Track, control and influence activities with the specific aim to increase and improve operational efficiencies
• Cultivate and manage working relationships with a variety of stakeholders.
• Review and present as required, periodic performance reports related to your team and resources.

Competencies

• Business Acumen
• Client/Stakeholder Commitment
• Drive for Results
• Leads Change and Innovation
• Motivating and Inspiring Team
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness
• Growing Talent
• Policy

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Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.com

Role Purpose

Analyse business requirements, design, develop, implement, monitor, support, troubleshoot and maintain a portfolio of new and existing software applications and services, from high-level business requirements and designs, through the SDLC.

Requirements

• Relevant B-degree in Information Technology, Computer Science, Mathematics, or related discipline
• Minimum 5 years’ development experience within a financial services environment 
• Knowledge of Software Development Lifecycle (SDLC)
• Expertise in more than one of the relevant programming languages – Java, VB6, C++, C#, C
• Sound understanding of relational databases and SQL language
• Some background using IBM mainframe and MQ would be an advantage.
• Confident working in the environments we use, viz Windows, Microsoft Visual Studio, Spring boot, XML, etc
• Must have knowledge of technical architecture and design patterns
• Background in life insurance would be a recommendation
• Software testing and writing Test Cases
• Interpersonal skills
• Problem-solving skills
• Communication skills
• Influencing skills
• Analytical skills

Duties & Responsibilities

INTERNAL PROCESS

• Participate in the full development life cycle of business software including analysis, design, development, unit/load testing, deployment and maintenance of a software system and implementation of business software for the enterprise, ensuring technical integrity and alignment with coding standards and principles.
• Work with end users to collect and analyse business requirements and then design, develop and implement solutions. Help research and evaluate potential technical solutions to business problems.
• Modify existing software to correct errors, to adapt it to new hardware or to upgrade interfaces and improve performance.
• Develop business requirements specifications, technical specifications / program specifications and systems documentation.
• Design and code new software functionality using code that is readable, maintainable and re-usable.
• Conduct Unit Testing of own code, and System Integration Testing (SIT) of solution. Resolve all issues/queries timeously.
• Collaborate with testing team to co-create test cases.
• Contribute to user acceptance testing (UAT) and training material.
• Once the solution has been successfully tested, deliver the code into the applicable production environment.
• Provide stakeholders with regular feedback on the technical design and timelines for solution.
• Help diagnose root causes of systems issues using problem-solving skills. Monitor performance of solutions and make recommendations to improve the performance and functionality of the solution.
• Log issues found in existing systems as internal change controls and ensure successful resolution of issues.

CLIENT

• Provide authoritative expertise and advice to clients and stakeholders.
• Build and maintain collaborative, professional relationships with clients and stakeholders.
• Deliver on service level agreements made with clients and stakeholders in order to ensure that expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and team members.
• Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.
• Participate and contribute to a culture of work-centric thinking, productivity, service delivery and quality management.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of peers.
• Take ownership for driving career development.

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum. 

Competencies

• Examining Information
• Exploring Possibilities
• Interpreting Data
• Documenting Facts
• Articulating Information
• Providing Insights
• Taking Action
• Meeting Timelines
• Pursuing Goals

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Role Purpose

• Manage and motivate the team in order to deliver an excellent client experience and support the achievement of sales targets.

Requirements

Experience:

• 3-5 years' experience in a sales environment (essential)
• 2-3 years' experience for the rendering of financial advice, as required by relevant regulatory body (essential)
• 1-2 years managerial experience (desirable)

Formal qualifications:

• Grade 12 or equivalent qualification
• Diploma in business management or equivalent qualification
• Relevant legislative/regulatory exams or qualifications
• Specific licensing or registration: Certified Financial Planner

Skills:

• Interpersonal skills
• Relationship building and networking skills
• Communication skills
• Computer skills
• Negotiation skills
• Planning and organising skills
• Analytical skills
• Knowledge of the financial services industry
• Knowledge of relevant legislation
• Relevant product and process knowledge (Class of Business knowledge)
• Knowledge of the sales process and cycle

Duties & Responsibilities

INTERNAL PROCESS

• Develop plans to achieve sales targets in line with client centric practices.
• Manage the adherence to operational processes, policies and legislative requirements.
• Develop action plans and initiatives to drive sales, motivate team and improve performance.
• Communicate and implement approved team targets within area of responsibility.
• Implement action plans to achieve sales targets and business goals.
• Effectively manage all day-to-day team activities and escalations.
• Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance and quality of calls.
• Regularly assess team members’ performance against targets and implement actions to increase performance.
• Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
• Maintain effective and efficient record keeping on the relevant system.
• Conduct regular engagement with team members in order to cascade information and team objectives.
• Cultivate and manage working relationships with a variety of stakeholders.
• Analyse, identify trends and report on team performance and productivity.
• Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
• Implement measures to address non-performance within the team.
• Identify operational efficiencies and make recommendations for improvement.

CLIENT

• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
• Provide regular reports on delivery of services.
• Provide authoritative, expertise and advice to clients and stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

Competencies

• Adopting Practical Approaches: Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.
• Interacting with People: Is lively and projects enthusiasm; is talkative in making contact; is focused on interacting and networking with people.
• Convincing People: Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others.
• Making Decisions: Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions.
• Empowering Individuals: Motivates individuals by empowering them; seeks to inspire people and groups; gives encouragement to others.
• Resolving Conflict: Is comfortable calming upset people; handles angry individuals well; is focused on resolving conflict and arguments.
• Team Working: Works participatively with others; is democratic and encourages team contributions; collaboratively involves others in decision making.
• Seizing Opportunities: Identifies business opportunities; creates additional sales for future growth; wants to win and outperform competitors.

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Introduction

Are you keen to be an indispensable member of a team that ensures an excellent service experience through partnership? Then we are keen to have you on the MDS team to lay the foundation for sales creation.  Our 12-month Graduate program will expose graduates to the day-to-day functioning within the area of responsibility.You will be allocated a panel of Independent Financial Advisers for which you will be responsible to market Risk, Savings, Health, and Employee benefits products.

Role Purpose

You will be required to:

• Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
• Contribute to a culture that guides and directs best practices, fostering an environment of continuous learning improvement and cohesiveness.
• Identify your own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
• Requirements

Requirements you need to meet to be considered for the graduate program:

• A minimum of an LLB or BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal
• No prior industry experiences
• Our offices are based inBrooklyn or Menlyn - you are required to reside in Pretoria and surrounding areas
• Digital capabilities as you are required to engage digitally with stakeholders

Duties & Responsibilities

• Graduates can expect to learn skills that will enable them to:
• Engage and build meaningful partnerships with independent financial advisers (IFAs)
• Using innovative engagement techniques using the product, market, and sales intelligence will set them apart from their counterparts.
• Competencies
• Business Acumen 
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Policy

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Role Purpose

Support the day-to-day operational functioning within Retirement Annuity Claims department, by providing administrative assistance on investigation processes and adhoc administrative functions as required by Section 37C, Pension Fund.

Requirements

• Grade 12 or equivalent qualification
• 1-2 years’ administration and Section 37C, Pension Fund experience (essential)

Duties & Responsibilities

INTERNAL PROCESS

• Manage all assigned tasks within the relevant area of responsibility and direct calls and emails to the appropriate person for quick resolution.
• Manage incoming queries timeously by assigning, directing and escalating all queries.
• Answer and provide first time resolution and quality driven responses to all correspondences
• Establish and maintain electronic filing systems to ensure record maintenance and retrieval of documents.
• Keep client informed (verbally and/or in writing) if any unresolved queries is outstanding
• Create, maintain and enter information into relevant databases to ensure accurate record-keeping for various applications.
• Investigate dependents and their financial dependency.
• Operate electronic mail systems and coordinate the flow of internal information and external correspondence, where applicable.
• Follow established work procedures and schedules to manage and keep track of daily activities and tasks.

CLIENT

• Liaise in a professional manner with relevant stakeholders
• Build and maintain relationships with internal and external stakeholders
• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

PEOPLE

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Identify own growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
• Effectively manage own performance within the team in order to ensure business objectives are achieved
• Contribute to innovation, change agility and collaboration within the team
• FINANCE
•  
• Contribute to the financial planning process within area
• Identify opportunities to enhance cost effectiveness and increase operational efficiency
• Manage financial and other company resources under your control with due respect
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum

Competencies

Skills

• Computer literacy
• Language proficiency
• Planning skills
• Service orientation
• Attention to detail
• Communication skills
• Microsoft Office

Competencies

• Adopting Practical Approaches
• attention to detail
• Upholding Standards
• Making Decisions within scope
• Following Procedures
• Producing Output
• Managing Tasks

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Introduction

Are you keen to be an indispensable member of a team that ensures an excellent service experience through partnership? Then we are keen to have you on the MDS team to lay the foundation for sales creation.  Our 12-month Graduate program will expose graduates to the day-to-day functioning within the area of responsibility.You will be allocated a panel of Independent Financial Advisers for which you will be responsible to market Risk, Savings, Health, and Employee benefits products.

Role Purpose

• Graduates can expect to learn skills that will enable them to:
• Engage and build meaningful partnerships with independent financial advisers (IFAs)
• Using innovative engagement techniques using the product, market, and sales intelligence will set them apart from their counterparts.

Requirements

Requirements you need to meet to be considered for the graduate program:

• A minimum qualification of an LLB or BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal
• No prior industry experiences
• This role is based in George, and you are required to reside in George andthe surrounding areas
• Digital capabilities as you are required to engage digitally with stakeholders

Duties & Responsibilities

You will be required to:

• Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
• Contribute to a culture that guides and directs best practices, fostering an environment of continuous learning improvement and cohesiveness.
• Identify your own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
• Competencies
• Business Acumen 
• Drive for Results
• Leads Change and Innovation
• Collaboration

go to method of application »

Role Purpose

Graduates can expect to learn skills that will enable them to:

• Engage and build meaningful partnerships with independent financial advisers (IFAs)
• Using innovative engagement techniques using the product, market, and sales intelligence will set them apart from their counterparts. 

Requirements

Requirements you need to meet to be considered for the graduate program:

• A minimum of an LLB or a  BCom degree in the following fields: Business Management, Marketing, Communications, Finance, and Legal
• No prior industry experiences
• Our offices are based in Bloemfontein - you are required to reside in Bloemfontein and surrounding areas
• Digital capabilities as you are required to engage digitally with stakeholders

Duties & Responsibilities

You will be required to:

• Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
• Contribute to a culture that guides and directs best practices, fostering an environment of continuous learning improvement and cohesiveness.
• Identify your own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.

Competencies

• Business Acumen 
• Drive for Results
• Leads Change and Innovation
• Collaboration

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Role Purpose

The purpose of this role is to, assist with the KYC process for the Momentum Money Visa Card.

Requirements

• Grade 12 (Matric)
• A Degree in either Finance or Risk Management
• Post grad degree in compliance or risk preferred
• Previous compliance and risk management experienced preferred
• At least 5 years' experience in insurance or banking environment

Duties & Responsibilities

• Process the FICA documents received from the courier company and ensure compliance in terms of the RMCP to activate clients cards.
• Process FICA requests for Momentum Money.
• Adhere to SLA's in terms of FICA processes both via the courier and digital verification.
• Assist with Enhanced Due Diligence requirements, when needed.
• Enable the Ongoing Due Diligence requirements as per the RMCP.
• Engage with courier company to ensure SLA's are met for FICA requirements.
• Daily, weekly and monthly reporting on the CDD FICA team activities.
• Work with campaign team to obtain outstanding FICA requirements.
• Process account closure requests.
• Work with the L & D team to ensure that SOP's remain current and updated.
• Apply knowledge and understanding of Momentum Money Products and Systems.
• Apply knowledge and understanding of Financial Intelligence Centre Amendment Act (FICA) Money laundering (ML), terrorist financing (TF) and United Nations (UN) Sanctions to make informed decisions. Rules based and risk-based approach to fully understand the risks being taken. Momentum Money RMCP.

Competencies

• Business Acumen
• Client Commitment
• Drive for Results
• Leads Change and Innovation
• Collaboration
• Impact and Influence
• Self-Awareness and Insight
• Diversity and Inclusiveness

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Role Purpose

An opportunity exists for a dynamic, focused individual to manage the Fraud Risk Management function with a focus on Fraud Prevention, Detection and Resolution. Assist Momentum Money to accomplish its objectives by bringing a systematic and disciplined approach to evaluate and improve the effectiveness of fraud risk management as well as drive fraud mitigation initiatives across the entire business. In addition to that ensure the management of AML risks to ensure an adequate and effective control environment in terms of anti-fraud controls.

Requirements

• Honours degree in Finance, Business, Economics and or Risk Management (Bachelor of Commerce, Bachelor of Accounting Science, LLB (Admitted attorney, etc.)
• Certified Fraud Examiners qualification
• 8 + years’ experience within the Fraud Risk Management arena with at least 2 – 5 years management experience
• Substantial knowledge of data analytics and PC based tools i.e Excel (other analytical tools)
• Experience in leading large, complex projects with business wide impact
• Experience in the financial sector (banking experience is an advantage)
• Good working knowledge of technology systems, e-Commerce, Online/Electronic Payments, Accounting/Finance analytical skills with proven ability to identify and develop solutions to improve fraud stabilisation, reduction, and avoidance
• Good track record within Compliance, Risk, Finance and/or Regulatory Management
• Good understanding of internal control frameworks as well as internal and or external auditing
• Proven track record of delivering useful and relevant fraud risk information to project teams, business analysts as well as to Exco and board level committee

Duties & Responsibilities

• Drive the improvement of the effectiveness of fraud risk management within Momentum Money.
• Developing robust fraud prevention and investigation activities to reduce the threats of employee, contract and client fraud.
• Developing programmes to improve controls and compliance and ensuring our management teams manage fraud risks within the business effectively.
• Providing real-time support to management when developing and implementing new processes, identifying and providing requirements for fraud risk management.
• Accountable to communicate investigation results to the CEO, CRO and other senior leaders of the business.
• Delivery of fraud risk management activity to the highest of ethical and professional standards.
• Working jointly with the Business in developing recommendations and plans for remediation.\
• Oversee the design, development and management of real-time systems and models to combat systematic fraud, etc.
• Collaborate with Momentum Metropolitan Group Forensic Services, Risk and Compliance to leverage internal insight and capabilities.
• Collaborate with Operations to put an operating model in place to effectively manage fraud.
• Advice and ensure implementation of capabilities for fraud performance, tracking, and insights.
• Implementing a strategy of innovation, development, and continuous improvement for the function.
• Champion the development, definition, and communication of an enterprise-wide Fraud Risk Management Strategy.
• Defining Fraud Risk Appetite & Framework.
• Identifying, analysing, and assessing Fraud Risks.
• Identification and implementation of cost-effective fraud deterrent, prevention, detection, response (investigation and remediation), mechanisms and controls.
• Ensuring that Fraud Risk Framework and policies satisfy and exceed all appropriate location regulatory requirements in relation to Fraud Risk Management.
• Leading and promoting an enterprise culture of Fraud Risk awareness and training.
• Supporting Whistleblowing and sound ethical culture which will in turn support Fraud Risk Management framework.
• Building and continually developing close relationships with Business Unit counterparts for Fraud Risk Management.
• Providing appropriate and regular assurance reporting and awareness of new trends in relation to Fraud Risk to all internal stakeholders as well as to Group Risk owners.
• Ensuring coordination of appropriate Fraud Investigation activities through agreed structures to ensure appropriate and timely initial responses to Fraud incidents / events and longer-term remediation efforts to reduce likelihood / impact by ensuring the implementation of relevant control / process enhancements.
• Actively participate in selection of systems / tools used for Fraud Risk Management, ensuring enterprise requirements are met and support enterprise framework and policy.
• Establish business cases and projected ROI on investment to identify and prioritize opportunities.
• Anti-money laundering investigation.
• Suspicious Transactions Reporting and Investigation.
• Liaison with compliance with regards to the anti-money laundering requirements.
• Work with CCD team to ensure continuous monitoring of suspicious behaviour and reporting identified by the operations team.
• To be the business custodian of the Risk Management Compliance Programme (RMCP).

Competencies

• Ability to co-ordinate and manage several engagements.
• Strong analytical ability, technical and interpersonal skills.
• Excellent understanding of risk management and governance framework.
• Strong personal integrity.
• Excellent written and verbal communication skills.
• Excellent Resilience and Adaptability Skills – deals effectively with pressure, maintains focus and intensity and remains optimistic and persistent.
• Excellent Technical Credibility – understands and appropriately applies procedures requirements, regulations and policies related to Governance and Compliance.

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Role Purpose

The Social Media Manager will implement Momentum Multiply’s Social Media marketing which includes content strategy, develop brand awareness, generate inbound traffic, service queries and cultivate acquisition & retention.

Requirements

• B Degree or equivalent in Communication / Marketing
• 3 – 5 years marketing experience
• Experience in development, implementation and execution of social media campaigns
• Other knowledge and skills: Digital marketing, Brand management, Research and trends analysis, Budget management, Consumer behaviors and insights and Risk management.

Duties & Responsibilities

• Develop and evolve the social media strategy.
• Understand the goal, audience, and message of a campaign and create copy to suit.
• Write web and social media copy to promote goods, products and services in line with the social media strategy.
• Research, write, edit and proof all levels of copy including headlines and body copy, for all online and social platforms.
• Build and implement social media campaigns that ensure appropriate messaging is executed online, to support corporate goals, incorporating Facebook, LinkedIn, Twitter, Instagram and YouTube.
• Monitoring social media groups, trends, tools, and applications and recommend best actions/next steps.
• Working closely with colleagues across the organization to develop and post content to social networking sites.
• Regularly report insights gained from social media monitoring to internal and external stakeholders.
• Monitoring and engaging in brand related online conversations.
• Use creative thinking and initiative to analyze site performance metrics and make recommendations on content to improve effectiveness of web content and/or applications.

Competencies

• Business Acumen
• Collaboration
• Client/ Stakeholder Commitment
• Impact and Influence
• Drive for Results
• Self-Awareness and Insight
• Leads Change and Innovation
• Diversity and Inclusiveness
• Motivating and Inspiring Team