Job Classification
Sales and Service

Career Stream
Sales

Leadership Pipeline
Manage Self: Technical
FAIS Affected
FAIS Affected – Yes

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Job Purpose
To execute on prospect and attainable possibilities to furnish credible and best leads to the Planners, Wealth Managers, Bankers, and Lenders.
To work on campaigns in accordance to strategic and tactical choices made to guide and improve enterprise for WMSA.

To motion all leads and manipulate multichannel direct advertising campaigns.
To make use of marketing campaign insights to aid the Financial Planners, Wealth Managers, Bankers, and Lenders by means of distributing credible leads via offering applicable records on potential clients.

To help and function the Wealth Management commercial enterprise to all potential and current customers and to enhance the front e book and lower back e book revenue.
To furnish guide for commercial enterprise writers in Distribution through the usage of inner and exterior leads sources.
Manage workflow on structures and strategies into the more than a few front-line teams.
Embrace the use of automation and digital equipment inside WM and closer to clients.
Optimise effectivity and effectiveness with regards to processes, systems, and technology.

Job Responsibilities
To execute on prospect and workable possibilities to supply credible and first-class leads to the Planners, Wealth Managers, Bankers, and Lenders.
To work on campaigns in accordance to strategic and tactical selections made to help and improve enterprise for WMSA.

To motion all leads and manipulate multichannel direct advertising campaigns.
Provide remarks and updates on a number campaigns.
Responsible for offering comments on lead supplied to Banker, Wealth Managers, Financial Planners.

Contact potential and present leads inside the required SLA and grant growth updates.
Action all reporting and insights leads.
Access MIS every day to music actioned and unactioned leads.
Analyses, motion and seize comments on all advertising and marketing campaign insights.
Communicate all applicable lead records to Banker, Financial Planners, Wealth Managers & Structured Lenders.

Adhere to all crew processes.
Adhere to response instances and Service Level Agreements.
Regularly take a look at and affirm telephony structures are purposeful and file malfunctions.
Provide and attain stakeholder comments on the lead’s campaigns.
Regular attendance of marketing campaign meetings, lead optimisation conferences and income meetings.

Attends to lead requests for quite a number campaigns, captures remarks and generates required reporting.
Essential Qualifications – NQF Level
Matric / Grade 12 / National Senior Certificate

Preferred Qualification
Higher certificates / Diploma / BCom Degree

Preferred Certifications
Minimum Experience Level
1 12 months trip in a associated monetary offerings enterprise / name centre surroundings / Financial Planning environment.

Technical / Professional Knowledge
Administrative techniques and systems
Banking knowledge
Banking procedures
Business phrases and definitions

Data analysis
Relevant regulatory knowledge
Business writing skills
Product Knowledge
Relevant device knowledge
Governance, chance and controls
Behavioural Competencies

Communication
Collaborating
Customer Focus
Initiating Action

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• Managing Work

Please contact the Nedbank Recruiting Team at +27 860 555 566