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Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
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Job Description
KEY RESULT AREAS
Data Requirements Gathering and Analysis
- Identify, clarify and agree data and analytics requirements.
- Liaises with business (product owners) to understand and document their data and analytics requirements; performing analytical processes and measures related to the processes.
- Adopts multiple actions with stakeholders to elicit the requirements; uses engagement sessions, document analysis, requirements workshops, business process descriptions, user cases, scenarios, and business analysis.
- Provides functional knowledge and expert input during planning, design and implementation phases of projects and initiatives between Data Chapter, Data Platform team and business.
- Assists stakeholders (e.g. Product owners/managers) with data-related scoping and planning.
- Applies end-to-end best practice to deliver data and analytics requirements.
- Ensures appropriate testing is done and provides the business with assistance during user acceptance testing.
- Provides business with functional and technical assistance during data and analytics implementations.
- Collaborates with business stakeholders to design intuitive and user-friendly dashboards that provide actionable insights at a glance.
- Applies business, data, and analytics functional knowledge at all times to identify possible improvements, opportunities and motivate with business.
- Analyses, understands and document relevant data and analytics technical requirements; performs data mapping of data products and analytics solution to the relevant data sources.
- Works closely with the Data Architect(s) and Data Modeller(s) to design, refine and implement data and analytics solutions to execute the functional design of the relevant data and analytics solution, including data products, reports and dashboards.
- Owns personal continued professional development to remain current with data and analytics industry trends, particularly around data and analytics tools and technologies.
Support Data Management & Integration
- Provides input to data governance and data product quality assurance; identifies and communicates potential risks and issues.
- Works closely with Data Stewards to enforce data governance standards and best practices on data products to maintain data integrity, security, and compliance with regulatory requirements.
- Ensures the accuracy, reliability, and consistency of data product & BI solutions by performing data validation and troubleshooting.
- Works closely with Data Quality Assurance team to perform functional testing and data validation of data products, reports and other data deliverables before presenting to business users.
- Works closely with Data Platform team during data source integration to ensure that that relevant documentation and data source ingestion standards are well understood by products owners and data source partners.
Facilitate the Data Product lifecycle (Business process/best practise)
- Facilitate the Data Product Life Cycle (DPLC) and application of best practice/process.
- Works closely with cross-functional teams such as data engineering, data stewards, data architecture, data modelling and data Platform team to support end-to-end delivery of data products.
- Acts as the custodian of data products and reporting catalogue; maintains the information framework and reports.
- Proactively identifies opportunities for enhancing BI capabilities, processes, and methodologies to drive efficiency and effectiveness.
Stakeholder Management, Training and Support
- Act as a liaison between business stakeholders, Data Platform team, and data chapter to ensure alignment of BI initiatives with business objectives.
- Provide training and support to end-users on BI tools, data products, reports, and dashboards to maximize adoption and utilization.
- Maintain comprehensive documentation of BI requirements, design specifications and user guides to facilitate knowledge sharing and project continuity.
ROLE REQUIREMENTS
- At least 5 years+ of experience in business intelligence, data analysis, or business analysis roles.
- Proven experience in gathering and analyzing business requirements, designing BI solutions, and delivering insights to stakeholders.
- At least 5 years Liaising between business and functional stakeholders; translating requirements experience.
- 5+ Years Business Information Business Analysis experience in a finance/banking environment
- Understanding of and experience with root cause analysis and problem-solving skills and awareness of the Data Product Life Cycle (DPLC)
- Familiarity with data lake , data warehousing concepts and ETL processes
- Excellent communication skills, both verbal and written, to effectively communicate with technical and non-technical stakeholders
- Ability to work independently and in a team environment in an Agile framework.
- Strong analytical and critical thinking skills
- Mentoring skills, especially for guiding junior analysts or team members
Qualifications
- Bachelor’s Degree in Computer Science or similar fields like Information Systems, Big Data, etc would be advantageous.
- AWS Certification would be advantageous.
- Strong experience with BI tools and technologies such as Power BI, QuickSight, or similar platforms
- Proficiency in SQL (Structured Query Language)
- Proficiency in data analysis and data mapping
- Knowledge of Agile methodologies and project management practices, including Scrum, Kanban, and Lean
- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.
- Designs, implements and maintains Business Intelligence solutions in order to provide timely and accurate reporting to all relevant business stakeholders. Provides data in the requested format as a basis for business decisions and performance measurement
Responsibilities
Data Management
- Manage key aspects of the data management system. This includes being responsible for developing or operating key elements of the system.
Analysis of "As Is" and "To Be"
- Document complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Data Architecture
- Implement all aspects of data architecture, turning event analytics, raw application data, and business systems into key business insights.
Data and Analytics Strategy
- Plan all business and technical aspects of different data and analytics systems and platforms. Understand features and properties, ensure data integrity of new and existing tracking, and own the maintenance and administrative functions of these systems and platforms.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Business Requirements Identification
- Elicit complex business requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis, to express the requirements in terms of target user roles and goals.
Continuous Improvement
- Review existing operations in a major area of work and implement innovation processes to generate new ideas and ensure the required continuous improvement outcomes are delivered.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Skills
- Adaptive Thinking, Analytics Software, Business Case Development, Business Intelligence (BI) Analysis, Business Requirements Analysis, Business Requirements Elicitation, Computer Literacy, Current State Assessment, Database Reporting, Data Compilation, Data Controls, Gaps Analysis, Readiness Assessments, Requirements Development, User Requirements Documentation
Competencies
- Builds Effective Teams
- Communicates Effectively
- Cultivates Innovation
- Drives Engagement
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Strategic Mindset
Closing Date
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Job Description
- Responsible for telesales of Old Mutual Finance products to individual clients in the micro-lending mass market. Maintains relationships with internal and external stakeholders and adheres to business, process and compliance rules. Requires adaptability and the ability to perform under pressure as well as exceptional interaction, time management and telephonic skills.
- Client Service Delivery
- Makes outbound calls in accordance with predetermined schedules and gathers relevant information.
- Receives inbound calls
- Finalises call at point of contact where possible
- Deals with clients queries via telephone in adherence with productivity standards
- Finalises complete loan application telephonically
- Compliance
- Adheres to service and quality standards.
- Marketing
- Telesales of OMF products to individual clients.
- Personal Effectiveness
- Accountable for productivity delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Accountable for individual sales targets, branch operations and service delivery through own efforts
- Makes increased contributions by broadening individual skills.
Minimum Requirements
- Grade 12
- Minimum 6 months Sales / Call Centre experience within a Financial/Sales/Retail environment.
- Client Focus
- Gaining Commitment
- Initiating Action
- Ownership
- Technical Knowledge
Competencies
- Collaboration (Relating)
- Leading with Influence
- Customer First
- Execution
- Strategic
- Innovation (Perspective)
- Personal Mastery (Learning)
Competencies
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Optimizes Work Processes
- Plans and Aligns
Education
- Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
ROLE OVERVIEW
- This role manages translation of legislative & regulatory frameworks into strategic direction for OM Bank and is individually accountable for achieving results through other managers and their teams. This role provides advice and support to Exco on legal and commercial matters as well as Boards/Trusts/Committees on governance matters and ensures compliance with statutory and regulatory requirements.
KEY RESULT AREAS
- Responsible for providing efficient and effective Company Secretarial services to a portfolio of companies/trusts/committees as assigned.
- Implement departmental agreed advice/guidance in respect of Corporate Governance, the Companies Act and other applicable legislation to directors/trustees/members of management [both collectively and individually] on their statutory and fiduciary duties, responsibilities and powers, ensuring compliance with the OM Bank Governance Framework at all times.
- Responsible for the provision of legal transactional governance advice to assigned entities and trusts ensuring adherence to OM Bank and legislative governances at all times.
- Ensuring efficient Board/Committee/Trustee meetings in accordance with related governance artefacts, such as Board Charters and Terms of Reference.
- Organizes and ensures the smooth running of meetings, producing accurate minutes and resolutions, in accordance with OM Bank Governance and Companies Act requirements.
- Ensures compliance with the Companies Act and any other applicable legislation in assigned entities and trusts.
- Implement departmental agreed Company Secretarial processes through Agendas, Board composition, number of meetings held to address compliance matters.
- Engaging with OML CorpSec where required
- Provides oversight and general support to ensure the suitable maintenance of databases of information on directors and subsidiary companies, signing powers, etc.
- Delivers company secretarial services as set out in inter alia, the Companies Act and other relevant legislation.
- Manages remuneration of directors (if required).
- Sets up new subsidiary companies and trusts.
Legal & Regulatory Services
- Advises the Board with interpretation, advice and application of legal and regulatory requirements across assigned entities.
- Assists the Board with the interaction/ communication with regulatory bodies, with respect to matters affecting the Board, such as governance requirements.
- Ensure that all OM Bank secretariat compliance matters are managed, addressed and presented and tabled at subsidiary Boards in accordance with the compliance calendar applicable to subsidiaries.
- Provides legal transactional governance advice to assigned entities and trusts.
- Administers OM Banks statutory records, registers and the lodgement of necessary returns in compliance with statutory requirements.
- Keeps Company registers up to date.
Corporate Governance advice & monitoring
- Ensures that the Board implements best practice corporate governance requirements in line with OM Bank Governance Framework, when making decisions.
- Implementation of the OM Bank Governance Framework, to ensure effective Corporate Governance.
- Accountable for OM Bank Governance Framework assessment/attestation, application and reporting across assigned entities and trusts.
- Provides oversight and monitoring of corporate governance and escalates OM Bank wide issues.
- Assists in driving governance initiatives to underpin the vision of OM Bank being a responsible business.
Stakeholder relations
- Liaise with all stakeholders, including senior management and board members on governance matters.
- Facilitates communication with stakeholders and acts as point of consultation between external defined stakeholders and the organization, pertaining to relevant matters.
- Building professional relationships with team members and key stakeholders within the business.
Board Relationship
- Develop and improve relationships with board members, identifying priorities, issues, and strategic challenges and preparing them for discussion. Work is focused on a significant function or equivalent area of the business.
Functional Strategy Formation
- Lead the development and implementation of strategy for a significant area of responsibility, anticipating complex issues, challenges, and opportunities and ensuring integration with wider corporate strategy.
Strategy Formation and Implementation
- Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs.
Corporate Representation
- Represent OM Bank in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
Policies and Procedures Development
- Lead the development of policies, procedures, and related guidelines for a significant area of responsibility, ensuring compliance with external requirements and integration with the broader corporate policy framework.
Information and Business Advice
- Provide authoritative specialist advice to the leadership team of a small or nationally based organization or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.
Operational Compliance
- Ensure that business activities within a significant area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies to minimize business risk and protect the reputation of the organization.
Stakeholder Engagement
- Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.
ROLE REQUIREMENTS
- Legal degree with at least 10 years’ experience in a company secretarial environment, with Financial Services related experience being an advantage.
- Experience in Financial Services – Banking environment
- Any other relevant degree with at least 10 years’ experience in a company secretarial environment, with Financial Services related experience being an advantage.
- Chartered Governance Institute Qualification will be advantageous.
- Excellent written and verbal communication skills
- Strong knowledge of statutory and regulatory requirements as per legislature.
- Experience managing a team
- LOCATION: Johannesburg/ Cape Town
- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.
- The Company Secretary Bank plays a key governance role, ensuring the company complies with statutory and regulatory requirements while supporting the board in corporate governance, risk management, and legal compliance. This role requires strong organizational, communication, and legal knowledge to maintain corporate integrity and facilitate efficient board operations. The Company Secretary Bank will be responsible for ensuring the company’s compliance with statutory and regulatory requirements, corporate governance best practices, and the efficient administration of the board and its committees. The role requires a highly experienced governance professional with in-depth knowledge of the Companies Act, JSE Listings
- Requirements, King IV Code, and relevant insurance regulations. Support the board by organizing and preparing meetings and executing the follow-up; advise on legal and corporate responsibilities to shareholders and stakeholders
Corporate Strategy Shaping | STRATEGIC OR CORPORATE PLANNING | STRATEGY AND POLICY DEVELOPMENT
- Participate in the development of corporate strategy for a local organization, applying functional expertise to test the viability of the strategy and contributing creative ideas and insights to support the strategy formation process.
Functional Strategy Formation | STRATEGIC OR CORPORATE PLANNING | STRATEGY AND POLICY DEVELOPMENT
- Lead the development and implementation of strategy for a significant area of responsibility, anticipating complex issues, challenges, and opportunities and ensuring integration with wider corporate strategy
Strategy Formation and Implementation | STRATEGIC OR CORPORATE PLANNING | STRATEGY AND POLICY DEVELOPMENT
- Develop the strategy for a significant area of responsibility, such as a function, anticipating complex issues, challenges, and opportunities. Ensure the strategy is successfully implemented and meets medium-term business needs
Corporate Representation | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Represent the organization or institution in a variety of industry, institutional, and/or professional forums, boards, and committees, in order to promote the company or institution brand or efforts. Represent the organization in external relations with investors, clients, industry, partners, the public, and others. Focus is on a specific area of the organization, such as a function or department. May involve preparation of presentations and materials for professional partnering meetings, seminars, and conferences.
Information and Business Advice | GENERAL | ADVICE
- Provide authoritative specialist advice to the leadership team of a small or nationally based organization or subsidiary to guide the implementation of policy and the design and implementation of projects and change initiatives.
Corporate Social Responsibility/Integrity | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Manage the provision of a significant corporate social responsibility service specialty
Legal | LEGAL | GENERAL
- Manage a strategic element of the organization's legal service.
Board Relationship | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Develop and improve relationships with board members, identifying priorities, issues, and strategic challenges and preparing them for discussion. Work is focused on a significant function or equivalent area of the business.
Leadership and Direction | GENERAL | LEADERSHIP AND SUPERVISION
- Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.
Performance Management | GENERAL | LEADERSHIP AND SUPERVISION
- Manage and report on the performance of the function/business area; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives
Organizational Capability Building | GENERAL | LEADERSHIP AND SUPERVISION
- Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.
Business Meetings/Events Arrangement | ADMINISTRATION/SUPPORT/SERVICE | PERSONAL ASSISTANCE
- Develop and implement policies and strategies for arranging multiday venues, equipment, catering, accommodations, and travel for participants arriving from various locations to ensure the smooth running of large, complex events with multiple groups of people and multiple parts, workshops, dinners, and parties.
Corporate Governance | EXECUTIVE MANAGEMENT | GENERAL
- Drive strategic plans for corporate governance, focusing on innovative practices for promoting accountability, transparency, ethical behavior, and compliance.
Regulatory and Compliance Management | CORPORATE AFFAIRS | REGULATORY AND REGISTRATION
- Plan, lead, and manage all activities of the regulatory/compliance function and lead the design and implementation of the organization's compliance policy to facilitate the overall assessment and sustainability of the established compliance strategy while ensuring adherence to regulatory standards
External Partners - Compliance Management | FRANCHISE OPERATIONS | FRANCHISE OPERATIONS
- Manage a strategic segment of external partners compliance, ensuring adherence to organizational standards, legal, and regulatory requirements.
Public/Government Relations Campaign Execution | CORPORATE AFFAIRS | PUBLIC RELATIONS AND COMMUNICATIONS
- Take responsibility for implementing the organization's public relations, government relations, regulation, and registration strategy.
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
- Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
- Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
- Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
- Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Skills
- Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
go to method of application »
Job Description
Requirements and Skills:
- Matric
- Diploma and/or equivalent
- Regulatory Examination (RE)
- 1 -2 years' experience in underwriting
- Reviews risk submissions from clients, agents, and referrals, and underwrites insurance requests within guidelines of the underwriting manual and authority limits. Applies underwriting and risk-selection techniques to determine acceptability of new and renewal insurance risks.
Responsibilities
Underwriting Insurance Cases
- Review new business and renewal proposals to ensure acceptability and completeness of underwriting and rating information, providing price quotations for underwriters and referring unusual or complex cases to senior colleagues.
Underwriting Automation
- Carry out allocated research and analysis to support the development, validation, and improvement of automated underwriting processes and systems.
Organizational Risk Management
- Gather, monitor, and analyze risk data and recommend further investigation. Involves using established risk management models, systems, and protocols and working under direction.
Regulatory and Compliance Management
- Carry out a wide range of compliance monitoring activities and give basic advice on compliance and regulatory requirements.
External Communications
- Use the external communications system to access and supply specific information.
Recommendations
- Provide information and clarification on existing procedures, processes, and precedents.
Document Preparation
- Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Action Planning, Computer Literacy, Data Compilation, Data Controls, Default Risk, Insurance Product Management, Insurance Sales, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Risk Based Pricing, Risk Management, Underwriting Management
Competencies
- Action Oriented
- Collaborates
- Communicates Effectively
- Ensures Accountability
- Instills Trust
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
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Job Description
- The key focus for the enterprise architect is to perform enterprise architecture strategy and planning aligned to business objectives, build relationships with key IT and business stakeholders, build and participate in architecture capability building, perform enterprise and solution architecture and design management, investigate and adopt technology architecture trends, manage architecture risk and compliance, provide design and build governance and support and communicate and share knowledge around the architecture practices, guardrails, blueprints and standards.
IT Strategy and Planning
- Developing and aligning IT Strategies and Programmes to business objectives
- Defining Strategic Runway Themes related to the business and to align the technology roadmap
- Develop required architecture roadmaps containing target and transition landscapes
- Provide input into investment planning for the relevant landscape
- Aligning architecture roadmaps and runways to business planning and investments
- Define key architecture runway initiatives to be delivered for the intentional architecture
- Participate into business planning, costing and business case definition related to architecture initiatives
Architecture Capability and Design Management
- Develop and maintain the enterprise architecture views and viewpoints
- Maintain the artifacts in the set enterprise repository aligned to the rest of the architecture
- Manage the architecture processes based on the requirements for each architype
- Manage change impact of the architecture with stakeholders
- Build the architecture practice with embedded architects and engineers including the relevant methods, repository and tools
- Manage the architecture across business, application, information and data as well as technology
- Participate in the architecture practice development
Technology Research and Assessments
- Review trends with regards to the technology domain and technologies related to business capabilities
- Determine feasibility of these technologies in the organisational landscape
- Innovate with teams to determine more optimal approaches
- Conduct proof-of-concepts where options have been evaluated and considered feasible to explore
- Product and technology selection options, business case definition and sourcing evaluations
Risk, Governance and Compliance
- Identify and mitigate risks with stakeholders associated with a technology decision, design and implementation
- Ensure that architectures comply with the relevant policies, standards and regulations
- Conduct and participate in architecture reviews
- Integrate with governance and compliance functions to ensure continuity in managing the investment and risk for the organisation
- Driving principles, practices, guardrails and standards within Centres of Enablement
- Maintain a decision register aligned to the enterprise governance on architecture decisions taken
Implementation Guidance and Collaboration
- Provide standards, guidance, guardrails, frameworks and tools to deliver effectively
- Collaborate with the delivery teams to share knowledge and to ensure the architecture objectives are achieved.
- Manage deviations with teams to reduce the risk to the organisation
- Drive or assist in the determine of the architecture options and selections
- Provide technical specialisation knowledge and experience into the solution design and build implementation
- Update architecture after programme increments (Pis)
- Communication, Stakeholder Management and Knowledge Sharing
- Build relevant business and IT stakeholder network
- Communicate the up-to-date views for the architecture
- Communicate and collaborate the relevant standards, practices, guardrails and tools to stakeholders
- Ensure that IT teams are well informed or trained in the respective architecture requirements
- Communicate and collaborate with stakeholders' relevant views on planning, technology assessments, risk, compliance, governance and project assessments
Drive or participate in the relevant Centres of Excellence (CoEs)
- Communicating technology vision and roadmap aligned to the business strategy
- Participate in the architecture collaboration forums
Line Management Responsibility
- Performance Management: Setting and managing performance standards, providing ongoing coaching and support, and addressing performance gaps for architects reporting into the Enterprise Architect.
- Talent Stewardship: Talent management, supporting the development of architects aligned to the practice development standards.
- Feedback and Development: Providing performance and development feedback to reporting architects. This includes conducting feedback meetings, sharing observations, and addressing both outstanding behavior and areas for improvement
- Recruitment and Selection: Recruitment process, setting standards, and ensuring that new hires align with the organization's goals and values. Onboarding and management of new architects joining the team.
- Compensation and Benefits: Annual remuneration review process, ensuring that employees' pay is aligned with market movements, inflation, and affordability. Feedback to architects regarding their total remuneration position and the link between performance and pay.
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric
- Degree or diploma in Information Technology, Computer Science, Engineering OR relevant diploma / degree
- Experience: Requires a minimum of 8 years in a senior technology role with a proven track record in architecture/design and a minimum of 6 years relevant IT experience
- The key payment skills we need (REQUIRED FOR THE JOB):
- Deep knowledge in ISO20022
- 8 Years solid experience in Payments and Collection systems
- Be able to demonstrate knowledge around industry clearing and settlement as well as internal financial product settlement
- Deep knowledge around reconciliation of payments and collection systems
- Must have experience working in a large financial institution
- The clearing and settlement services is related to the South African payments industry and is required to have sufficient knowledge around the South African domestic clearing system.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- TOGAF
- ArchiMate
- Cloud Certifications (AWS, Azure)
- Financial Industry Experience
COMPETENCIES REQUIRED
- Critical thinking/problem solving
- Teamwork/collaboration
- Effective Communication Skills
- Leadership skills
- Knowledge and experience in architecture domains
- Knowledge and experience in architecture methods, frameworks and tools
- IT Strategy and Planning (budget, financial modelling, benefit analysis)
- Architecture and Design (Business, Application, Information/Data, Technology)
- Agile Knowledge and Experience
- Cloud Knowledge and Experience
- Defines and maintains architectural standards for the domain-specific development, deployment and management of application, information, communication and technology infrastructure to ensure affordable, cost effective and high-quality deployment and utilisation of same. The incumbent in this role is individually accountable for service delivery through own efforts for periods of up to 1 year.
Responsibilities
Enterprise Architecture
- Develop a strategic architecture plan, ensuring that data features are prioritized appropriately, estimates are reliable, benefits can be realized, and design activities are proactively monitored and tracked to meet planned time frames and the overall architecture plan.
Enterprise Infrastructure Modernization
- Lead definition of architectural standards for all technology services and components (applications, data, integration, technology, security, business). Present business and IT leaders with signature-ready recommendations for adjusting policies and projects to achieve target business outcomes that capitalize on relevant digital disruptions.
Analysis of "As Is" and "To Be"
- Document the most complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Design and Conceptualization
- Lead a collaborative digital product/service design process by gathering input across all product/service portfolios to define a design system that is viable and scalable, and that strengthens the brand. Lead a cross-portfolio, multidisciplinary team that contributes to the evolution of the system.
Horizon Scanning
- Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.
Business Requirements Identification
- Elicit the most-complex business requirements using a variety of methods, such as interviews, document analysis, workshops, and workflow analysis, to express the requirements in terms of target user roles and goals.
Digital Vision and Strategy
- Collaborate on development of the digital road map and key strategic enablers, designing the workflow and business processes that allow new applications, products, and services to be rolled out quickly, while ensuring that legacy applications and IT operations are maintained at optimal levels.
Operational Compliance
- Ensure that business activities within area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
- Action Planning, Adaptive Thinking, Business Requirements Analysis, Current State Assessment, Data Compilation, Data Controls, Executing Plans, Gaps Analysis, IT Architecture, IT Implementation, Market Analysis, Policies & Procedures, Product Development, Readiness Assessments, User Experience (UX) Design
Competencies
- Business Insight
- Collaborates
- Cultivates Innovation
- Decision Quality
- Ensures Accountability
- Manages Complexity
- Nimble Learning
- Optimizes Work Processes
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
- Old Mutual Group Assurance is a leading provider of Group Life, Funeral and Disability products in South Africa. You will be mainly responsible for the co-ordination and allocation of all tenders, and for tendering on the Group Risk Assurance product range
Role Description
- Screening and analysing of New Business tender requests.
- Compiling and analysing of claims experience for larger arrangements
- Establishing and maintaining relationships with internal and external stakeholder
- Respond to and resolve enquiries from various stakeholders and clients
- Interpret requests from clients and deliver accordingly
- Provide a hassle-free service to clients by attending to requests on time, presenting information in a professional manner, being flexible where appropriate and by being proactive in preventing potential problems
- Conform to Service Level Agreements with relevant stakeholders
- Provide quality service to clients/intermediaries – a passion for service excellence
Key Results Areas:
Documentation Processing
- Provides an indirect service to customers and intermediaries.
- Responds to immediate administrative requirements within procedure.
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards.
- Uses standard administrative techniques to coordinate own work
Personal Effectiveness
- Accountable for service delivery through own efforts
- Strong work ethic
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months
- Makes increased contributions by broadening individual skills
- Collaborates effectively with others to achieve personal results
- Accepts and lives the company values
- Ability to work under pressure and meet tight deadlines while maintaining high levels of accuracy and quality
- Problem solving skills
Quality Assurance
- Adheres to service and quality standards
- Performs quality checks on own work
- Performs quality checks on the teams work
Requirements
- Matric (with Mathematics)
- Insurance industry experience
- Working knowledge of pricing and rating principles in a group risk environment
- In-depth knowledge/experience working within and pricing in a Group Assurance/Risk environment is compulsory.
- Proven numerical ability / mathematical reasoning skills
- Computer literate and proficient in MS Office programmes e.g. Word & Excel
- Have the ability to plan and prioritise effectively
- Have sound analytical and problem solving abilities with a focus on attention to detail
- Customer centric
- Have strong communication and interpersonal skills
- Work effectively with internal and external colleagues and clients to accomplish organisational and team goals
- Enjoy working in a progressive environment
Skills
Competencies
- Decision Quality
- Directs Work
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Plans and Aligns
- Tech Savvy
Closing Date
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Job Description
- Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
- Carry out standard customer service activities and handle simple customer inquiries.
Solutions Analysis
- Assess compliance with established standards and protocols for routine inquiries.
Receiving Visitors
- Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
- Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.
Customer Needs Clarification
- Interview the customer, following a multilevel sales script, to clarify the customer's requirements.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
Operational Compliance
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Business Development
- Carry out routine business development support tasks and assist others by following established procedures.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Data Exploration
- Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.
Network of Influence
- Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
Skills
- Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
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Job Description
Job Requirements:
- Matric
- Regulatory Examination (RE)
- Minimum NQF Level 4 Short Term Insurance
- 2 - 3 years' Call Center Experience
- Provides a positive customer experience by being helpful and sensitive to customer needs, managing expectations and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. Provides specialist product and service knowledge that may lead to sales generation.
Responsibilities
Product/Service Information
- Provide advanced product/service information and respond to basic customer questions about the product/service.
Customer Order Processing
- Record and process custom/special customer orders, often dealing with ambiguous delivery expectations.
Resolving Customer Issues
- Respond to basic issue escalations promptly and appropriately; provide managerial approvals as required.
Customer Relationship Development / Prospecting
- Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints.
Customer Relationship Management (CRM) Data
- Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
- Interview the customer, following a complex multilevel sales script, to clarify the customer's requirements, or assist in conducting interviews with potential customers, making detailed notes to collect client requirements.
Renewals
- Provide exceptional service to customers to encourage continued use of the organization's products/services.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
- Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling
Competencies
- Action Oriented
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Interpersonal Savvy
- Manages Ambiguity
- Manages Complexity
Education
- NQF Level 3 & NQF Level 2 - Below school leaving
Closing Date
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- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Closing Date
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Job Description
- The key focus for the Senior Solution Architect is to perform planning aligned to business objectives on key solutions and objectives, build and participate the architecture capability building, perform solution architecture and design, manage architecture risk and compliance, provide design and build governance and support and communicate and share knowledge around the architecture practices, guardrails, blueprints and standards related to the solution design.
Planning
- Lead solution requirements gathering and ensure alignment with business objectives and constraints.
- Define and refine architecture runways for intentional architecture with the enterprise architect
- Provide input into business cases and costing
- Participate and provide architectural runway requirements into Programme Increment (PI) Planning
Architecture Capability
- Develop and oversee segment architecture views and ensure alignment with enterprise architecture.
- Maintain and oversee the segment and solution artifacts in the set enterprise repository and knowledge portals aligned to the rest of the architecture
- Manage the architecture processes based on the requirements for each architype
- Manage change impact of the architecture with stakeholders
- Develop and participate in the build of the solution architecture practice with embedded architects and engineers including the relevant methods, repository and tools
- Manage the segment and solution architecture considering the business, application, information/data and technology viewpoints
- Establish, enforce and implement standards, guardrails, frameworks, and patterns
Solution Design
- Lead and review conceptual, logical, and detailed designs
- Evaluate and approve solution options and technology selections
- Select appropriate technology, tools and build for the solution
- Oversee and maintain the solution blueprints
- Drive incremental modernisation initiatives in the delivery area
Risk, Governance and Compliance
- Identify, assess, and mitigate risks at a solution architecture level
- Ensure and enforce compliance with policies, standards, and regulations
- Lead architecture reviews and integrate with governance functions
- Integrate with other governance and compliance functions to ensure continuity in managing the investment and risk for the organisation pertaining to the solution architectures
- Establish and provide standards, guidance, and tools to delivery teams.
Implementation Guidance and Collaboration
- Establish and provide solution architecture guidance and tools to delivery teams
- Lead and facilitate collaboration with delivery teams to achieve architecture objectives
- Manage and resolve deviations and ensure up-to-date solution design documentation
- Identify opportunities to optimise delivery of solutions
- Oversee and conduct post-implementation reviews
- Develop code patterns and implementations where required
- Communication and Knowledge Sharing
- Communicate the up-to-date views for the architecture
- Communicate and collaborate the relevant standards, practices, guardrails and tools to stakeholders
- Ensure that IT teams are well informed or trained in the respective architecture requirements
- Communicate and collaborate with stakeholders' relevant views on planning, technology assessments, risk, compliance, governance and project assessments
- Drive or participate in the relevant Centres of Excellence (CoEs)
- Communicating technology vision and roadmap aligned to the business strategy
- Participate in the architecture collaboration forums
- Ensure effective participation in the Agile Ceremonies
MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)
- Matric
- Degree or diploma in Information Technology, Computer Science, Engineering OR relevant diploma / degree
- Experience: Requires a minimum of 5 years in a technical/solution design role and a minimum of 5 years relevant IT experience.
- The key payment skills we need(REQUIRED FOR THE JOB):
- Deep knowledge in ISO20022
- 3 Years solid experience in Payments and Collection systems
- Be able to demonstrate knowledge around industry clearing and settlement as well as internal financial product settlement
- Deep knowledge around reconciliation of payments and collection systems
- Must have experience working in a large financial institution
- The clearing and settlement services is related to the South African payments industry and is required to have sufficient knowledge around the South African domestic clearing system.
ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)
- TOGAF
- ArchiMate
- Cloud Certifications (AWS, Azure)
- Financial Services experience in Insurance and/or Banking
COMPETENCIES REQUIRED
- Critical thinking/problem solving
- Teamwork/collaboration
- Effective Communication Skills
- Leadership skills
- Knowledge and experience in architecture domains
- Knowledge and experience in architecture methods, frameworks and tools
- Solution Design Experience
- Agile Knowledge and Experience
- Cloud Knowledge and Experience
- Crafts solutions that are fit for purpose from a business perspective. The focus is on a larger facet of service (the solution package).
Responsibilities
Data Architecture
- Design, implement, and evolve robust and effectively aligned architecture solutions that operate in the business ecosystem.
Data Management
- Manage key aspects of the data management system. This includes being responsible for developing or operating key elements of the system.
Database Specifications
- Approve database specifications, ensuring all agreed standards and protocols are followed and data integrity is preserved.
Databases Installation
- Install and test the most complex databases and associated products to ensure they are suitable for use and meet customer requirements.
Information Security
- Lead in detecting and analyzing security incidents, including attacks, breaches, and identified vulnerabilities, and remediate any security gaps in line with the security incident management procedure.
Analysis of "As Is" and "To Be"
- Document complex "as is" and "to be" processes and describe the changes required to migrate to the "to be" capability to record accurately the change required.
Horizon Scanning
- Explore and develop a detailed understanding of external developments or emerging issues and evaluate their potential impact on, or usefulness to, the organization.
Performance Improvement through Business Intelligence
- Create complex algorithms that identify patterns in structured data through supervised and unsupervised data. Manage data preparation in collaboration with different stakeholders and internal clients in the business.
Personal Capability Building
- Act as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of current and emerging external regulation and industry best practices through continuing professional development, attending conferences, and reading specialist media.
Skills
- Adaptive Thinking, Application Development, Confidentiality, Database Administration, Database Queries, Data Classification, Data Compilation, Data Compression, Data Encoding, Data Modeling, Data Recovery, Executing Plans, Gateway Servers, IT Architecture, Test Case Management
Competencies
- Cultivates Innovation
- Ensures Accountability
- Manages Complexity
- Optimizes Work Processes
- Persuades
- Plans and Aligns
- Strategic Mindset
- Tech Savvy
Education
- NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
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Job Description
Minimum Requirements
- Required: Grade 12 (Or NQF Equivalent)
- RE 5 Qualification (advantageous)
- Preferred: Tertiary Qualifications in business, commercial or finance. (NQF 6)
Experience – Minimum of 5 years in a similar role:
- Demonstrated leadership experience and ability to create and manage a highly motivated and focused.
- Demonstrated experience in roles requiring growth and retention of a customer base.
- Demonstrated experience in banking/financial services.
- Demonstrated experience in managing front line compliance risks.
- Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements. Manages a large-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Leadership and Direction
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these tenets and do extraordinary things to achieve local business goals.
Customer Relationship Management / Account Management
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Sell Customer Propositions
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs, taking input from relevant internal specialists. Present the solution to customer representatives and negotiate agreement within a predefined range of commercial parameters, or, alternately, review sales proposals from team members and authorize those that deviate from standard terms, escalating issues to senior management where appropriate.
Sales Opportunities Creation
- Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Operations Management
- Oversee an operational area with guidance from senior colleagues. Could involve responsibility for development or delivery (or both).
Promoting Customer Focus
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships.
Key Account Management
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include mid-tier companies, multinational corporations, and the like.
Customer Relationship Development / Prospecting
- Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Competencies
- Builds Effective Teams
- Builds Networks
- Business Insight
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Advanced Certificate (AdvCert) (Required), Matriculation Certificate (Matric) (Required)
Closing Date
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Job Description
Role Summary
- The successful incumbent will have specialist knowledge on a particular area of expertise such as product set, financial soundness, product development, investment mandating, or actuarial/investment product valuations. May have a subordinate, dependent on the managerial skills development of the incumbent.
Key responsibilities:
- Converts complex concepts into client/user-friendly format/terminology.
- Reviews/performs technical analyses, draws conclusions from the analyses and makes recommendations.
- Provides investment and product input to special project teams, ad-hoc investigations or external clients.
- Often operates and liaises across business units.
- Gains and applies investment and product expertise on pricing.
- Has a good grasp of data requirements and data integrity requirements.
- Customises solutions to client requirements.
- Maintaining Institutional and Retail product ranges – launching and closing of solutions
- Repricing of the products
- Looking after the profitability of the product
- Optimizing operational processes particularly in the performance space
- Being involved in all supporting processes for the product development committee such as competitor comparisons, setting parameters for the investment team, etc.
Qualification, Skill and Experience:
- B. Com / Bus, Science degree, Qualified actuary, CFA or other investment diploma preferable with min. 6 years’ experience.
- Knowledge of technical and operational requirements of Manco Operations together with working knowledge of CISCA, Long-term Insurance Act and the Pension Funds Act.
- Strong work ethic, initiative-taking and demonstrable high standards of achievement.
- Strong people skills and ability to work in diverse teams, independently and across teams and functions.
- Ability to work in a fast-paced environment, with multiple priorities
- Manage the product development function to develop new products that meet commercial specifications. Manages a team of product developers.
Responsibilities
Functional Strategy Formation
- Contribute to the formation of a key element of functional strategy through specialist expertise and insights, to ensure that the strategy meets business needs.
Product and Solution Development
- Analyze and evaluate the feasibility and relevance of proposed complex products and services and develop and amend, as necessary, with guidance from senior colleagues. May also be responsible for supervising activities performed by a product development or specialist team.
Innovation Strategy, Pipeline, and Road Map
- Champion an innovation stream within the innovation road map, ensuring the right resources are in place to execute on the strategy.
Business Planning
- Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.
Culture of Innovation
- Drive a culture of innovation by creating multistakeholder solutions that boost creativity, innovation, and collaboration across business units, such as idea generation platforms, jam sessions, and hackathons.
Stakeholder Engagement
- Develop stakeholder engagement by identifying stakeholders; by finding out their needs, issues, and concerns; and by reacting to these needs, issues, and concerns to support the communication of business information and decisions.
Business Case
- Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and continuous review of business cases.
Leadership and Direction
- Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.
Budgeting
- Develop and/or deliver budget plans with guidance from senior colleagues.
Organizational Capability Building
- Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.
Performance Management
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
Intellectual Property (IP) Protection
- Manage and file intellectual property applications for patents to protect own research work.
Financial Products Development
- Analyze and evaluate the feasibility and relevance of proposed complex financial products, and develop and amend as necessary with guidance from senior colleagues. May also be responsible for supervising activities performed by a financial product development or specialist team.
Skills
- Action Planning, Adaptive Thinking, Business Case Development, Business Requirements Analysis, Change Management, Commercial Acumen, Current State Assessment, Data Compilation, Employee Engagement Strategies, Executing Plans, Identifying Customer Needs, Knowledge Management, Oral Communications, Presenting Solutions
Competencies
- Balances Stakeholders
- Business Insight
- Cultivates Innovation
- Drives Engagement
- Ensures Accountability
- Financial Acumen
- Interpersonal Savvy
- Manages Complexity
Education
Closing Date
Method of Application
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