Create opportunities for sales by consulting clients and gathering information from them about their employees'and other stakeholders' financial profiles and needs.
Recommend solutions for identified needs by analysing the information and matching it to bank offerings; and present solutions to the client by following Nedbank corporate and retail standards.
Draw up action plans and implement by negotating with client and internal stakeholders to set dates and roll out plans for the year calendar; that will suit the business needs and environment.
Gain approval for plan from client by presenting solutions and plans to clients.
Build awareness of Nedbank offerings by organising and engaging in approporitate activities such as training programmes and presentations; using various communication channels.
Build relationships between client and key Nedbank stakeholders by informing the relevant sales teams and inviting them to presentations and activities at the client.
Monitor plans and roll out of plans and monitor sales and market share; actual against targer; by using MIS information and take corrective action/make recommendations where indicated.
Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
Responsibilities + Skills
Generating revenue and tracking revenue statsworking in a fast -paced environmentMaking presentations to groups at all levelsWorking in a team"Working with spread sheetsMinimum Experience Level4 years experience in a role as a Key Accounts Manager; Insurance product knowledge will be an advantage.
Advanced Diplomas/National 1st DegreesPreferred CertificationsType of ExposureChecking accuracy of reports and recBuilding and maintaining effective cross-functional relationships with internal and external stakeholdersSharing information in different ways to increase stakeholders understandingGenerating revenue and tracking revenue statsworking in a fast -paced environmentMaking presentations to groups at all levels