Job Classification
Job Family
Sales And Services
Career Stream
Relationship Management
Leadership Pipeline
Manage Self: Professional
FAIS Affected
Job Purpose
To support the growth and development of the distribution channels to enable Nedbank to expand its reach and business, through new and existing initiatives and effective delivery of the channel development strategy into the market; in line with Nedbanks business strategy.
Job Responsibilities
Deliver on the growth plans for the direct retail investor channel through sales and new client acquisition. Identify and leverage Nedbank Group’s scale and distribution opportunities. Build strong relationships with external stakeholders by networking and regular communication.Build and maintain working relationships by networking; ongoing communication and sharing re levant information.Support business developent initiatives by implementing the agreed Service Level Agreement with the regional distribution owners. Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g.. Green Strategy).Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank. Create awareness and expand business opportunities by presenting products through various media.Support implementation of projects by coordinating and project managing all activities and making suggestive recommendations.Create new business initiatives and expand current distribution channels by identifying opportunities through market and competitor analysis; recommending innovative ideas for services.Minimise risks by adhering to regulations; policies and procedures and executing on governance. Identify business opportunities from existing and new channels by analysing available data; collaborating with other departments; engaging and meeting relevant stakeholders.Gather information and make Client Value Proposition (CVP) by understanding the bank process; researching (market insights); reviewing market segment information and proposing ideas that are aligned to business strategy.Put together a business case by compiling all relevant information; come up with findings and draft a proposal with appropriate recommendations and alternatives. Support the achievement of the business strategy; objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.Identify training courses and career progression for self through input and feedback from management.Ensure all personal development plan activities are completed within specified timeframe.Share knowledge and industry trends with team and stakeholders during formal and informal interaction.Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations.
People Specification
Preference will be given to individuals from underrepresented groups.
Essential Qualifications – NQF Level
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Preferred Qualification
BBusSci or Bachelor of Commerce
Post Graduate qualification in Sales and Marketing.
Essential Certifications
Preferred Certifications
Certified Financial Planner
Type of Exposure
Conducting root cause analysis
Working with a group to identify alternative solutions to a problem
Analysing situations or data that requires an evaluation of multiple factors
Interacting with diverse people
Building and maintaining effective cross-functional relationships with internal and external stakeholders
Developing ways to minimise people risks
Analysing and interpreting qualitative and quantitative data
Drafting reports
Interacting with various levels of management
Managing conflict situations
Managing multiple projects.
Influencing stakeholders to obtain buy-in for concepts and ideas.
Answering internal customer questions
Sharing information in different ways to increase stakeholders understanding
Communicating complex information orally
Communicating complex written information
Brainstorming ways of improving a product or situation.
Challenging the status quo with a view to improving the environment or people’s understanding
Identifying trends
Checking accuracy of reports and rec
Communicating standards to others.
Conducting gap analysis
Conducting a needs analysis
Comparing two or more sets of information
Coordinating and securing buy-in from stakeholders
Preparing and delivering presentation
Writing business proposals
Providing professional advice/opinion
Using different approaches in new work situations
Minimum Experience Level
5 years experience in Sales and Marketing with previous Relationship Management experience – private banking or personal banking
Technical / Professional Knowledge
Banking knowledge
Banking procedures
Business Acumen
Business principles
Business terms and definitions
Business writing
Communication Strategies
Governance, Risk and Controls
Industry trends
Microsoft Office
Nedbank policies and procedures
Nedbank vision and strategy
Principles of financial management
Principles of project management
Relevant regulatory knowledge
Relevant software and systems knowledge
Research methodology
Data and Business analysis
Nedbank culture
Cluster Specific Operational Knowledge
Support Decision -Making Process
Behavioural Competencies
Continuous Learning
Decision Making
Innovation
Building partnerships
Planning and Organizing
Technical/Professional Knowledge and Skills
Equity Statement
Preference will be given to individuals from underrepresented groups.
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