Job Description
To 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.
Responsibilities + Skills
Education
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.
Experience