Leads Consultant x4 - Nedbank

Job Purpose

• To execute on prospect and potential opportunities to provide credible and quality leads to the Planners, Wealth Managers, Bankers, and Lenders.
• To work on campaigns according to strategic and tactical decisions made to support and boost business for WMSA.
• To action all leads and manage multichannel direct marketing campaigns.
• To utilize campaign insights to support the Financial Planners, Wealth Managers, Bankers, and Lenders by distributing credible leads through providing relevant information on prospective clients.
• To support and position the Wealth Management business to all prospective and existing clients and to improve front book and back book revenue.
• To provide support for business writers in Distribution by using internal and external leads sources.
• Manage workflow on systems and processes into the various front-line teams.
• Embrace the use of automation and digital tools within WM and towards clients.
• Optimise efficiency and effectiveness with regards to processes, systems, and technology.

Job Responsibilities

• To execute on prospect and potential opportunities to provide credible and quality leads to the Planners, Wealth Managers, Bankers, and Lenders.
• To work on campaigns according to strategic and tactical decisions made to support and boost business for WMSA.
• To action all leads and manage multichannel direct marketing campaigns.
• Provide feedback and updates on various campaigns.
• Responsible for providing feedback on lead provided to Banker, Wealth Managers, Financial Planners.
• Contact prospective and existing leads within the required SLA and provide progress updates.
• Action all reporting and insights leads.
• Access MIS daily to track actioned and unactioned leads.
• Analyses, action and capture feedback on all marketing and campaign insights.
• Communicate all relevant lead information to Banker, Financial Planners, Wealth Managers & Structured Lenders.
• Adhere to all group processes.
• Adhere to response times and Service Level Agreements.
• Regularly check and confirm telephony systems are functional and report malfunctions.
• Provide and obtain stakeholder feedback on the lead’s campaigns.
• Regular attendance of campaign meetings, lead optimisation meetings and sales meetings.
• Attends to lead requests for various campaigns, captures feedback and generates required reporting.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Higher Certificate / Diploma / BCom Degree
• Preferred Certifications

Minimum Experience Level

1-year experience in a related financial services industry/call centre environment / Financial Planning environment.

Technical / Professional Knowledge

• Administrative procedures and systems
• Banking knowledge
• Banking procedures
• Business terms and definitions
• Data analysis
• Relevant regulatory knowledge
• Business writing skills
• Product Knowledge
• Relevant system knowledge
• Governance, risk and controls

Behavioural Competencies

• Communication
• Collaborating
• Customer Focus
• Initiating Action
• Work Standards
• Managing Work