Acquisition Manager: RRB - Rustenburg at Nedbank

Job Purpose

• To acquire primary clients within the identified segment in order to generate gross operating income so that the bank can achieve its revenue, profitability and market share objectives

Job Responsibilities

• Acquire new primary accounts and retaining current clients by ensuring all their banking needs are met.
• Build relationships with internal stakeholders and suppliers by meeting all standards and service level agreements.
• Source appropriate leads by building relationships, using networks, collaborating with other divisions, obtaining referrals and conducting appropriate marketing activities to target potential customers. Collaborate with other departments by informing them of your role, sharing knowledge and making recommendations, referring leads and working with team to secure new accounts.
• Ensure that the client is fully banked, by conducting a needs analysis with the client and matching products and services. Provide accurate advice to their needs,
• Cross sell and service to meet all identified needs drawing up contract plans and consistency following up.
• Ensure Nedbank processes are adhered to and FAIS requirements are complied with.
• Providing feedback on progress, responding to requests with appropriate information within turnaround times, and by managing expectations
• Ensure that clients can use products and services by providing / organising training and demonstrations to clients.

Minimum Experience Level

• 4 - 5 years' experience in a Sales role responsible for and successfully acquiring new account and / or cross selling into existing accounts, in a Financial Services environment
• 4-5 years' Relationship management experience in the financial sector would be an advantage

Requirements

• Successfully completed NQF Level 6 or Higher in a Financial or Business-related field essential
• Must have minimum FAIS 120 Credits
• Key Individual Certification or Regulatory Examination 5 would be an advantage
• Degree in Business / Finance / Marketing (e.g. B. Com, Certified Associate of the Institute of Bankers) would be advantageous
• Valid drivers’ licence and own reliable vehicle a must

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking procedures
• Business principles
• Data analysis
• Governance, Risk and Controls
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Business writing skills
• Product Knowledge
• Networking
• Credit management principles and requriements
• Professionalism in behaviour and personal presentation

Closing Date - 15 June 2023