To provide professional and efficient call services in order to optimise client experience for Nedgroup Investments clients and ensure continued relationships are created and maintained. Job Responsibilities
Providing client service to investors telephonically.
Providing technical support in terms of Collective Investment Schemes and Retirement products
Adhere to the daily schedule to ensure that targets are met by following the work plan.
Follow Nedbank processes and values such as honesty; integrity; accountability; respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.
Escalate all unresolved queries to management by logging the case on the system.
Answer 90% of all calls within 60 seconds (90 / 60) as per Service level Agreements (SLA) Generate lead targets required on a month to month basis by offering products to the clients.
Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.
Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. 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.
Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
Keep up to date with risk standards by reading; understanding and completing the updated manuals every time they are sent out and agreeing to the terms.
Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
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.
Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
Understand the nature of the client's query by reiterating the key points raised by the client.
Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.
Essential Qualifications - NQF Level
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas / National 1st Degrees
Minimum Experience Level 1-2 years of experience as a Client Services Consultant in a Unit Trust environment Type of Exposure
Working with a group and individually to identify alternative solutions to a problem
Checking accuracy of reports and rec
Building and maintaining effective relationships with diverse internal and external stakeholders
Sharing information in different ways to increase internal stakeholders understanding
Managing customer expectations
Comparing two or more sets of information
Interacting with diverse people
Interacting with external clients
Working in a fast-paced and changing environment
Working in a team
Technical / Professional Knowledge
Administrative procedures and systems
Relevant regulatory knowledge
Relevant software and systems knowledge
Business writing skills
Cluster Specific Operational Knowledge
Business terms and definitions
Governance, Risk and Controls
Building Customer Loyalty
Technical / Professional Knowledge and Skills