Job Purpose Our Retail relationship Banking Team is looking for Acquisition Manager . In this role you will be required to source and acquire net-new primary clients through a variety of acquisition channels to meet the area’s financial and service objectives, improve client service, improve and maintain stakeholder relationships whilst adhering to processes and procedures to ensure compliance and reduce risk. Job Responsibilities
Acquire new primary accounts by sourcing appropriate leads, drawing up contact plan and consistetnly following through on the lan / programme.
Generate gross operating income by providing competitive rates to clients within Nedbank standards, pricing using Nedbank systems to ensure required returns and according to risks when applying for a lending facility.
Maximise profitability of client by matching as many products as meets his / her needs.
Ensure that client is fully banked by cross selling and servicing to meet all identified client needs.
Retain client by ensuring that all his banking needs are met by Nedbank.
Source appropriate leads by building relationships, using networks, collabrating with other divisions, obtaining referrals and conducting appropriate marketing activities to target potential customers.
Conduct needs analysis with client and match products and services to their needs by following Nedbank processes and complying with FAIS reqruiements.
Provide accurate advice to meet client needs by maintaining knowledge, upskilling, reading widely, attending courses and being knowledgeable
Meet client needs by providing feedback on progress, responding to requests with appropriate information / advice at all reasonable times, within turnaround times, and by managing expectations.
Matric / Grade 12 / National Senior Certificate
FAIS Regulatory Examination 1 qualifications.
Minimum Experience Level
5 years in a sales position responsible for and successful in acquiring new accounts and / or cross selling into existing accounts, in a financial services environment.
Type of Exposure
Working with a group to identify alternative solutions to a problem.
Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
Managing customer expectations
Interacting with diverse people
Managing conflict situations
Interacting with external clients
Sharing information in different ways to increase stakeholders understanding.
Working in a fast-paced and changing environment
Working in a team
Checking accuracy of documentation and records
Working with spread sheets
Providing feedback in a written form (Excel)
Sales in a banking environment in a relevant banking field (e.g. business; retail)
Comparing two or more sets of information
Acquired new business (preferred)
Communicating internally and external
Drivers licence and own transport
Technical / Professional Knowledge
Administrative procedures and systems
Business terms and definitions
Cluster specific operations
Governance, Risk and Controls
Nedbank policies and procedures
Nedbank vision and strategy
Relevant Nedbank product knowledge
Relevant regulatory knowledge
Relevant software and systems knowledge
Business writing skills
Credit management principles and requriements
Professionalism in behaviour and personal presentation
Driving for results