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NEDBANK: Telebroker

Job Purpose

To attain new and expand existing client base for Nedbank to grow the Nedbank brand and optimise revenue according to business objectives.

Responsibilities

- Keep relevant compliance Letter of Authority up to date and inform clients at each interaction. - Action daily control reports and attach correct documentation. - Identify new clients and their needs through needs analysis and provide a suitable solution. - Cross sell to existing clients by establishing need through financial fitness discussions. - Obtain referrals from existing clients as well as leads from other Business Units through area collaboration. - Ensure that every deal done is priced in line with Business Unit objective and strategy. - Generate revenue through charging for ad hoc services provided to clients.

Qualifications and Exprience

- Matric / Grade 12 / National Senior Certificate - Advanced Diplomas/National 1st Degrees - Bachelor of Commerce: Banking or accounting. FAIS qualification, Regulatory Examinations 1. - 2-3 years working experience as a Telebroker working with the Short Term Insurance space