Client Advisor

Requisition Number: 135963

Closing Date: 18 September 2024

Location: Somerset West

Job Family: Sales and Service

Career Stream: Sales

Leadership Pipeline: Manage Self: Technical (MST)

FAIS Affected: Yes

Job Purpose: Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and grow market share.

Job Responsibilities:
Client Engagement

• Respond to client needs by offering the right service and solution.
• Build client trust by applying your expertise and experience.
• Educate clients and potential clients on how to subscribe and service their account.
• Treat clients with respect and show care in all interactions.
• Help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Entrench clients and deliver value through cross-selling.
• Facilitate the sales process by informing clients of product features and benefits.
• Document client needs analysis and provide corresponding product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build, maintain and retain client relationships by keeping clients informed of progress regarding their applications, queries, and requests.
• Educate clients on the use of secure, cost-effective, time-saving self-service channels.
• Collaborate with internal stakeholders to provide complete financial solutions for clients.
• Ensure great client experiences by making clients feel welcomed and listened to.
• Ensure clients are onboarded in line with Nedbank's product strategy, policy, and procedure.
• Act with a client-first mindset in all engagements.

• Contribute to the success of Nedbank through meeting service excellence, teamwork and personal development goals.
• Develop, retain, and grow the business by delivering against individual and team goals.
• Increase market share by entrenching clients through Core+ needs discussions.
• Identify and resolve work obstacles through team meetings and performance reviews.
• Ensure all sales activities are completed to plan.
• Support the achievement of sales and service strategy objectives.
• Enable Nedbank's strategy of being financial experts who do good.
• Convert leads into sustainable business for Nedbank in a responsible manner.

• Mitigate risks and meet legislative requirements (e.g. FICA, FAIS) by maintaining client information.
• Report suspicious transactions to the relevant department.
• Keep abreast of legislation and industry changes that impact the role.
• Manage risk by meeting technical and company standards.
• Be compliant with Nedbank policies and banking legislation.

• Diploma

• FAIS Approved Qualification

• 1 to 2 years of experience in Retail/Banking Client Service, Sales, or Relationship Management.

• Product sales skills
• Sales Strategies
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management

• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning