Client Advisor - Durban, South Africa - Nedbank

Nedbank Durban, South Africa

1 week ago

Description

Client Advisor

Requistion Number 133590

Closing Date - 03 May 2023

Location-Bridge City-Durban

Job Family

Sales and Service

Career Stream

Sales

Leadership Pipeline

Manage Self: Technical (MST)

FAIS Affected

FAIS Affected - Yes

Job Purpose

Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.

Job Responsibilities

Client Engagement:

Respond to client needs by offering the right service and solution.
Build client trust by applying your expertise and experience to do good for your client.
Educate clients and potential clients on how to subscribe and service their account.
Treat clients with respect, build trust, show care and humility in all client interactions.
Help clients achieve their goals and grow financially.
Own the client request end to end and route for alternative intervention if not equipped to service the client.
Entrench clients and deliver value through cross selling.
Facilitate the sales process by informing clients of the product features and benefits.
Document client needs analysis and provide corresponding product solutions.
Obtain referrals from existing clients as well as leads from other business units.
Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries, and requests.
Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service channels.
Collaborate with internal stakeholders to provide complete financial solutions for clients.
Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their financial problems.
Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
Act with a client first mindset in all client engagements.

Nedbank Goals:

Contribute to the success of Nedbank through meeting your service excellence, teamwork and personal development goals whilst adhering to Nedbank security, operational and compliance procedures, and policies.
Develop, retain, and grow the business by delivering against individual and team goals that support a positive client experience.
Increase market share of primary clients by entrenching clients through Core+ needs discussions, salary and debit order switching as well as enrolling clients on the various digital platforms.
Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
Support the achievement of the sales and service strategy objectives and values.
Enable Nedbank's strategy of being financial experts who do good.
Covert leads into sustainable business for Nedbank in a responsible manner.

Risk and Compliance:

Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
Report suspicious transactions to the relevant department.
Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, communications, and training material.
Manage risk by meeting technical, company standards, practices, and resource management (e.g. ultra-violet lights to identify false identity documents).
Be a responsible employee by being compliant to Nedbank policies, controls, regulations, and banking legislation.

Essential Qualifications - NQF Level

Diploma

Preferred Qualification

FAIS Approved Qualification

Minimum Experience Level

Must have 1 - 2 years Retail/Banking Client Service, Sales, Relationship experience.

Technical / Professional Knowledge

Product sales skills
Sales Strategies
Product Knowledge
Customer service principles
Nedbank policies and procedures
Customer relationship management

Behavioural Competencies

Building Customer Loyalty
Building Trusting Relationships
Sales Persuasion
Technology Savvy
Planning and Organizing
Adaptability
Applied Learning

Please contact the Nedbank Recruiting Team at

Client Service Advisor

2 days ago

Aon Corporation Durban, South Africa

Posting Description: · **Client Services Advisor** · Do you have an insurance qualification? Do you have excellent knowledge of policy wordings? Read on · Aon South Africa is hiring a Claims Service Advisor, this is a hybrid role with the flexibility to work both virtually and fr ...
Private Client Advisor C

3 days ago

FirstRand Durban, South Africa

About us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To deliver exceptional experience and education to ...
Private Client Advisor C

12 hours ago

FirstRand Umhlanga, South Africa

About us, purpose, experience and qualifications · **about us**: · - make a promise · - be deeply invested · - value our differences · - build trust, not territory · - have courage · - always do the right thing · **purpose**: · - To deliver exceptional experience and education to ...
Insurance Sales Executives

12 hours ago

Micah Govender Developments Durban, South Africa

**Business Description**: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Co ...
Client Investment Consultant

1 day ago

Candidate Connect Durban, South Africa

Great opportunity to join an **Asset Manager **in **Durban **as a **Client Investment Consultant**. · This is an EE designated opportunity. · As part of the Client Relationship team, some responsibilities include: · - Provide support and assistance with all products, services and ...
Financial Advisor

1 day ago

Discovery Ltd. Durban, South Africa

**Business Unit**:Sales & Distribution**Function**:Administration and Office Support**Date**:16-Feb-2023**Discovery** · **Sales & Distribution** · **Financial Adviser** · **DFCR KZN** · **About Discovery** · - Discovery's core purpose is to make people healthier and to enhance an ...
Business Consultant

12 hours ago

Medpharm Recruitment Durban, South Africa

A reputable Medical Aid is seeking a Business Consultant to join their team in KZN. · **Duties**: · - Responsibility and accountability for executing advisor training, support and relationship building in order for the Scheme to be positioned as the Scheme of choice for the Inter ...
Operations Lead

3 days ago

Huntswood Durban, South Africa

**Job Purpose** · A fantastic opportunity has arisen at Huntswood for an Operations Manager specializing in Inbound Sales to join our stimulating and vibrant organization. · You will be responsible for the delivery of great customer service and sales for multiple contracts across ...
Financial Advisor

2 days ago

Micah Govender Developments Durban, South Africa

**Business Description**: · Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing ne ...
Financial Planner

1 day ago

Sanlam Durban, South Africa

Who are we? · Sanlam Life Ltd is one of the top financial services providers in the South African market. · We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and ...
Experienced Paraplanner

12 hours ago

The Wealth Network Durban, South Africa

**The Wealth Network**, a dynamic team and a juristic representative of Discovery is seeking an innovative **Paraplanner**. We are not just in search of experience; we are looking for a strategic thinker who excels in the meticulous administration of client portfolios and thrives ...
Customer Service Advisor

3 days ago

Webhelp Durban, South Africa

**Advisor** · **Location** · - Durban, South Africa**Language** · - English*** · **Job Advert**: · - If you're looking for an opportunity to jump start your career and gain experience with different customers and clients, this is your time to shine We're looking for dynamic team ...
Broker Escalations Specialist

1 day ago

Health Solutions Durban, South Africa

**Introduction** · - Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation ...
Senior Financial Advisor

3 days ago

Trident Wealth Management Durban, South Africa

**About Us** · Trident Wealth Management is one of the largest and fastest growing franchise of Old Mutual Life Assurance Ltd. Our success and growth is largely due to our focus and dedication on attracting and retaining the right calibre of financial advisors. We are the trusted ...
Private Banking Advisor

12 hours ago

FirstRand Durban, South Africa

Job Description · Hello future Private Banking Advisor · - Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. · Now's the time to imagine your potential in a ...
Advisory Assistant

2 days ago

Tower Group Durban, South Africa

JOB OVERVIEW · Provide administration and support to Advisors in relation to client relationships and key business drivers: retention and acquisition of clients. · RESPONSIBILITIES AND DUTIES · COMMUNICATION and CLIENT INTIMACY · Follow up on various instructions with internal an ...
Financial Advisor

3 days ago

HeadHunters Durban, South Africa

**Reference** · - PE002316/RW**Location** · - KwaZulu Natal, Durban**Salary Interval** · - Monthly**Package** · - None-negotiable**Description** · **Our client in the Financial Services Industry **based in KZN is currently looking to employ **a **Financial Advisor (Risk Products) ...
Sales Consultant

2 days ago

Old Mutual Broker Division Durban, South Africa

**BROKER division** · An award-winning institution offering **you**, an energetic and professional individual, the opportunity to become a financial advisor in field for Durban and surrounding areas. · Old Mutual offers a competitive package in the industry. · Old Mutual has an i ...
Data Collector

1 day ago

AJ Personnel Durban, South Africa

**Main purpose of the job**: · This is a data collector position to coordinate data collection, processing and data management activities in fixed facilities (clinics) and roving mobile units, such as developing standard operating procedures, overseeing data collection, assisting ...
Financial Advisor

2 days ago

Unique Personnel Durban, South Africa

**Job Number** · - 72903 · **Job Type** · - Permanent · **Job Title** · - Financial Advisor · **Computer Skills** · - Ms Office · **Industry** · - Financial Services · **City** · - eThekwini (Durban) · **Province** · - Kwazulu Natal · - We are looking for entrepreneurial individu ...