Relationship Manager Stakeholders To Collaborate

Job Description

Job PurposeTo attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.Job ResponsibilitiesContribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).Participate and support corporate social responsibility initiatives for the achievement of key business strategies.Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.Follow laid down processes in opening of accounts by using checklist and account opening matrix.Complete weekly compliance training and assessment online to keep up to date on changes.Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.Action daily control reports and attach correct documentation.Identify new clients and their needs through needs analysis and provide a suitable solution.Cross sell to existing clients by establishing need through financial fitness discussions.Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.Ensure that every deal done is priced in line with Business Unit objective and strategy.Generate revenue through charging for ad hoc services provided to clients.Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.Participate in end of day discussion and apply recommendations from manager to optimise sales results.

Responsibilities + Skills


Network with internal stakeholders to collaborate in order to provide complete solution to clients.Obtain regular feedback from clients by requesting completion of feedback forms.Mitigate risk to Nedbank by identifyingand verifying clients manually or using relevant technology.


3 - 5 years working experience as an Insurance Broker working in the Short Term Insurance space dealing with Commercial and Personal Lines within the Banking/Financial Services Industry.

Job Summary

  • Published on: Monday, 27th July 2020
  • Designation: Relationship Manager: Insurance
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Durban
  • Salary: 0
  • Gender:
  • Application Deadline: Monday, 27th July 2020

About the Company

  • Company Name: Nedbank Recruiting.
  • Address:
  • Website:
  • Company Profile:
  • Staying abreast of the various IFRS 9 modelling methodologies across retail and wholesale productsContributing to development aspects of the loss forecasting and stress testing framework and keeping the framework up to date as the methodology evolvesConducting ad hoc analysis on IFRS 9 PD, EAD, LGD and Survival models, as well as overall impairment calculations, for retail as well wholesale-type portfoliosConducting independent credit risk stress testing related research and using it as input into proposals and strategiesEngaging with various stakeholders across the organisation (including risk and finance) to discuss methodological aspects, business assumptions and results from the loss forecasting work stream

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