Overview
Retention Consultant – Temp Jobs in Durban, South Africa at Nedbank
To design and implementcustomer retentionstrategies to increase loyalty and retain business on short- and long-term insurance products.
Job Responsibilities
Analyse customer feedback, negotiate with customers, implement retention strategies.
Deliver and achieve all daily, weekly, and monthly retention/sales opportunities by following business unit sales strategy.
Ensure technical, company standards and practices are met by vetting the accuracy and quality of applications and security documentation within retention/sales portfolio.
Deliver agreed results through input to clientfinancial analysis.
Market financial products to new and existing clients and stakeholders through the identification of client needs and by matching product to the need.
Educate clients on the product offering by presenting them with the relevant information.
Ensure retention of clients’ full banking relationship through client service and client contact.
Plan and implement effective prospecting activities by identifying and responding to business opportunities.
Ensure all client details are correct by capturing details correctly at application stage.
Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.
Finalise client transactions by ensuring client signature for final product is accepted.
Ensure effective administration and controls portfolio by checking securities and complying with FICA & FAIS requirements.
Meet requirements of product applications by providing all required documentation.
Resolve client queries by following business procedure and keeping client informed.
Act as client’s banking partner by taking responsibility for providingregular feedback.
People Specification
Matric/ Grade 12/ National Senior Certificate
Valid DOFA
Essential Certifications
120 FAIS credit Qualifications in Insurance and / equivalent
RE5
Minimum Experience Level
Long-term and short-term sales experience in insurance.
Technical / Professional Knowledge
Administrative procedures and systems
Relevant regulatory knowledge
Relevant software and systems knowledge
Business writing skills
Banking knowledge
Banking procedures
Cluster Specific Operational Knowledge
Business principles
Business terms and definitions
Governance, Risk and Controls
BuildingCustomer Loyalty
Communication
Technical/Professional Knowledge and Skills
Managing Work
Quality Orientation
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Title: Retention Consultant – Temp
Company: Nedbank
Location: Durban, South Africa
Category: Finance & Banking, Sales
