Job Vacancies at Momentum Metropolitan Holdings Limited

Role Purpose    

• Control and manage the dashboard of Facilities Services for the team to be more efficient and effective in responding to requests and incidences.

Requirements    

• Matric
• Degree/Diploma in administration would be beneficial
• 2 years’ experience in Facilities Environment and basic maintenance knowledge
• 2 years’ experience in a Help Desk and Customer care Environment
• Knowledge and understanding of MS Office suite

Duties & Responsibilities    

• Overall responsibility to schedule, plan and communicate technicians / mechanics service activity to relevant staff member(s) and customers; dispatching of technicians to attend to service maintenance issued
• Facilitating customer complaints and queries; ensure it is followed through and communicate process / result to customers
• Foster and maintain dedication to service excellence in every aspect of work carried out; ensure timeous feedback / communication to customers
• Perform various specific administrative tasks relating to invoices and managing service schedules will be added to this area of responsibility
• Overall responsibility to ensure quality of customer interaction and service (drive customer service excellence, ensure good communication with customers, developing and fostering partnerships with and tailor made solutions for clients; evaluation of own development needs and
• ensuring lack of knowledge / skills are addressed.
• Full responsibility to reserve, arrange delivery and collection of and manage overall control of short term rental fleet units; responsible to schedule, plan and allocate drivers’ trips on a daily basis; responsible for all invoicing pertaining to transport.
• Facilitating customer complaints and queries; ensure it is followed through and communicate process / result to customers; foster and maintain dedication to service excellence in every aspect of work carried out; ensure timeous feedback / communication to customers.
• General assistance to branches portfolio

Internal processes

• Review and analyse calls and incidences logged on the Central Management System; JIRA
• Draw and priorities incidence / request for daily operational meetings
• Analyse all logged requests/ incidences
• Priorities and categorise logged requests/ incidences
• Report on Active requests/ incidences logged to daily operations
• Report on Closed requests/ incidences logged to daily operations meeting
• Escalation of Calls and requests/ incidences
• Raise Flags on reoccurring requests/ incidences
• Draw data from Computerised Maintenance Management System (CMMS)
• Log client requests and incidences.
• Distributes logged request to various facilities action teams.
• Monitor request and incidences until resolved
• Engage and inform facilities coordinator of status to completion.
• Manage client relationship
• Frequent communication to facilities and vendors on site.
• Log and Facilitate booking of venues; e.g. Atrium, Pool Area, MXchange and other
• Conduct Administrative duties
• Draw Daily & Weekly reports on the Daily Operations to provide vendor resolution and information.
• Mailbox Management; all requests/ incidences/invoices sent via emails
• Vendor Management; Manage vendor queries
• Issue vendor registration forms to potential vendors; facilities coordinators to inform on selected vendor.
• Confirm vendor application forms have been submitted to finance department for verification
• Manage payment queries
• Facilitate invoicing process. Validation process; Check the Invoice against approved Quotation, Purchase Order and Job card created
• Receive approved and signed off invoices from facilities coordinator to conduct validation check on invoices.
• Allocate Coding against respective cost centres.
• Forward to finance department to process payment
• Document Management and Control; ensure data is readily and easily accessible
• Capture and manage electronic and paper records.
• Keep an up to date and readily available vendor list and contact number
• The employee maybe seconded to other operational areas where and when required;
• To assist with facilities and Office administrator duties such as invoicing, administration queries and support facilities coordinators
• Conduct Site inspections “walk the floors”
• Respond and action Adhoc queries

Client Services

• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
• 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 against agreed service level agreements and in terms of overall client targets.
• Provide authoritative, expertise and advice to clients and stakeholders
• Build and maintain relationships with clients and internal and external stakeholders
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• 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    

• 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

go to method of application »

Role Purpose
    
Responsible for the origination, negotiation, implementation and managing debt (vanilla, structured,
listed, unlisted) for shareholder guaranteed products (Balance Sheet Management) and third-party 
mandates (Momentum Investments). Optimise the credit assets you are responsible for, identify new 
credit opportunities and manage relationships with bank syndicate teams, treasurers, and CFO/CEO/s. 

Requirements    

• B.Com Accounting (Honours), B.Com Investments (Hons) or other relevant degree with at least 7 years’
• Experience in South African credit markets in an origination or credit role.
• CA(SA) and CFA will be 
• advantageous.

Duties & Responsibilities    

• Managing the South African Corporate Debt Team
• Develop and implement the corporate debt asset origination strategy that fits into the broader asset origination strategy to deliver on the yield enhancing objectives contributing to group earnings.
• Manage asset origination transactors and analysts within the South African Corporate Debt team.

Deal Origination

• Develop relationships with relevant market participants (investment banks, corporates etc) with the objective of originating new transactions.
• Manage existing relationships with existing borrowers, identifying new funding or upsizing opportunities.
• Negotiate terms and conditions, structure and implement transactions with banks and borrowers.
• Financial Modelling of transactions and performing stress analysis.
• Preparation of credit committee applications taking into account amongst others, transaction structure, risks (operational, financial, legal, regulatory and ESG), returns and portfolio requirements.
• Liaising with various internal departments (credit, portfolio management, legal, tax responsible investments, etc) as well as external advisors as is necessary to implement transactions.
• Review of legal agreements to give effect to the transactions.
• Management of deals through the life cycle of the transaction.

Stakeholder Management

• Ongoing interaction with the credit function and LDI portfolio management team.
• Presentation of deal pipeline at the Momentum Investment credit committee.
• To be a centre of expertise of credit for the Momentum Metropolitan group.

Competencies    

• Required Competencies
• Good understanding of the South African capital markets.
• Investment strategies and management of complex investments.
• Negotiates deals with third parties and will present proposed deals to the credit committee.
• Understanding of market risk
• Ability to analyse financial statements and management presentation with a view to identifying 
• business risk which could affect the credit risk of a transaction.
• Good written and verbal communication skills – ability to present technical topics to clients and 
• internal credit committee.
• Good network within the debt capital market.

Personal Attributes

• Excellent presentation skills
• Excellent interpersonal skills
• Motivational
• Entrepreneurial
• Independent thinker, yet operate within a team-based approach
• Flexible
• Ability to influence thinking and challenge norms

go to method of application »

Role Purpose    

• The Retail Development Consultant crafts passionate, energetic, and meaningful partnerships with IFAs that will stand the test of time. Product, market, and sales intelligence will set them apart from their counterparts. The consultant/IFA relationship will be strengthened by ease of doing business, first-class services, deep business analysis and continuous improvement of the IFA's business.

Requirements    
Qualifications:

• 3-year BCom degree in the following fields: Business Management, Marketing, Communications, Finance and Legal
• (essential)
• Willingness to study towards the degree and recognition of prior learning if you have 3+ years of experience working in
• MDS.
• CFP is an advantage

Experience:

• 1 to 3 years' financial service industry experience (desired)
• 1-year relevant sales experience (essential)
• Experience in Momentum Myriad and Investo products is an advantage
• Strong business acumen with sound knowledge in risk assessments, claims, underwriting, tax, business assurance
• Knowledge of financial services industry and insurance products (desired)
• Technology Savvy

Duties & Responsibilities    
Engage:

• Be visible to the IFA in order to understand their needs and drive their value proposition
• Visit the IFA and IFA office based on a defined plan and deliver a message
• Analyse, monitor and/or increase prescribed weekly activities to exceed sales targets.
• Present the professional, disciplined nature of the IFA Agenda and minutes of all meetings

Enthuse:

• Understand who we are targeting, the landscape they are working in, competitor influences, events that will enthuse, critical moments of truth used.
• Ensure long-lasting, deep, and meaningful relationships with the IFA
• IFAs to move from non-active supporters to active supporters, to ambassadors

Educate:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes

Enable:

• IFA having the perception that Momentum are thought leaders.
• Be the IFA's source of information within Momentum
• Be accountable, innovative, excellent, honest, diverse, and influential in your business dealings
• Enable better financial planning and advice outcomes
• Achieve and/or exceed the minimum production targets,
• Achieve and/or exceed the minimum productive IFAs required

Competencies    

• Leading change and innovation
• Diversity and inclusiveness
• Drive for results
• Ability to drive and influence IFA commitment
• Collaboration
• Impact and influence
• Growing talent.
• Self-awareness and insight

go to method of application »

Role Purpose    

• Full support to the underwriting and claims teams, from processing of claims and underwriting administration including new business, policy issuance, endorsements, cancellations, unpaid debit orders, renewals, outstanding debtors to loading of claims, appointment of surveyors, and drafting agreements of loss. 

Requirements    

• Grade 12
• FAIS and Regulatory Exam compliant with a minimum of an NQF4 insurance certificate
• At least years underwriting exposure in a specialist non-life insurance environment
• Preferable Marine insurance knowledge or short term Insurance knowledge is essential
• Exposure to underwriting administration and/or claims administration is essential
• Knowledge of the South African Insurance market
• Sound knowledge of statutory and legislative requirements
• Sound knowledge and understanding of underwriting principles, commercial and financial
• Proficient in Outlook, MS Word and Excel is essential

Duties & Responsibilities    

• Support underwriting and sales teams where required
• Handling underwriting queries from brokers
• General correspondence with broker via e-mail or telephone
• Maintaining and building relationships with brokers
• Diarize matters that need to be followed up
• Assist with processing of new policies, renewal policies and endorsements
• Maintain, monitor, and continually improve service levels
• Build and maintain internal and external relationships with all key stakeholders
• Handle broker queries, complaints, and problems
• Refer problems to relevant department, where necessary
• Escalate problems or complaints where necessary
• Develop and maintain exemplary broker service relationships
• Refer underperforming clients to senior underwriters / sales for corrective action.
• To perform any other duties that may be assigned
• Capturing claims
• Loading payments
• Drafting Agreements of Loss
• Appointing of surveyors
• Diarize matters that need to be followed up
• Handle broker queries, complaints, and problems
• Refer problems to relevant department, where necessary
• Escalate problems or complaints where necessary
• Develop and maintain exemplary broker service relationships
• To perform any other duties that may be assigned
• Support underwriting and sales teams where required
• Handling underwriting queries from brokers
• General correspondence with broker via e-mail or telephone

Competencies    

• Accuracy and high attention to detail
• Problem solving skills
• Good planning and organising skills
• Ability to work well under pressure
• Ability to multi-task
• Ability to work both independently and as part of a team
• A positive attitude
• Good time management
• Ability to work remotely