About this role
Job Family
Sales And Services
## Career Stream
Sales
## Leadership Pipeline
Manage Managers
## FAIS Affected
FAIS Affected - Yes
## Location
Johannesburg (135 Rivonia Road, Sandton) or Cape Town (V & A Waterfront) office
About Nedgroup Investments
Nedgroup Investments is an award-winning global investment manager that offers a broad range of investment solutions to both retail and institutional clients. As a division of Nedbank Group Ltd, the business draws on the depth of investment and financial expertise of one of South Africa’s leading financial services groups.
Our in-house offering comprises three main fund franchises. Through the Best of Breed™ range, we partner with selected specialist fund managers who are chosen for their ability to deliver consistent long-term outperformance. These partnerships are typically long-term in nature, providing managers with sufficient time to execute on their mandates and deliver against client expectations. This is complemented by our Core Range, which follows a disciplined, rules-based passive investment philosophy. In addition, we offer the Select Multi-Manager range for all Nedbank advisers and clients.
We remain relentlessly focused on long-term performance, with our primary objective being to deliver a superior investment experience for our clients.
Job Purpose
To build an embed a technology-enabled distribution capability that increases adviser coverage, sales productivity and commercial effectiveness across all regions.
The role will:
- Connect CRM, AI, automation and adviser intelligence to improve meeting preparation, opportunity conversion, cross-selling and retention to all advisers nationally.
- Create growth at scale nationally, without relying on additional front-line headcount.
Job Responsibilities
Sales
- Establish adviser segmentation and service models that direct sales effort toward the highest-value opportunities while enabling scalable coverage of the broader adviser market.
- Proactively understand and respond to client business requirements.
- Turn CRM, sales, servicing, marketing and product data into commercially usable insights for sales leaders and front-line teams nationally.
- Define and maintain measures for adviser coverage, share of wallet, opportunity progression, retention risk and sales productivity.
- Demonstrate a deep understanding of intermediary business models and anticipate, and address client needs.
- Demonstrate strong investment expertise across product specifications and operational processes.
CRM and Opportunity Management
- Design simple and repeatable sales workflows that reduce duplicated administration.
- Partner with national sales leadership to establish regular pipeline reviews, opportunity prioritization and follow-through routines.
- Improve data quality through clear ownership, controls, exception reporting and front-line feedback.
AI-Enabled Sales Productivity
- Implement AI-enabled meeting preparation, adviser research, meeting summaries, follow-up drafting and opportunity capture within approved enterprise controls.
- Identify high-volume administrative activities that can be automated, simplified or removed, with a focus on returning selling time to the national sales team.
- Create reusable prompts, playbooks and workflows that help salespeople prepare better, ask sharper questions and complete follow-up consistently.
- Coordinate pilots, measure adoption and business impact, and scale the use cases that produce demonstrable commercial value.
Job Responsibilities Continue
Commercial Growth
- Work with Marketing and Client Services to design segmented adviser journeys based on adviser needs, behaviour, opportunity and product relevance.
- Enable coordinated engagement across sales activity and automated communication, while avoiding duplication and over-contacting.
- Create feedback loops so adviser responses and sales-team learning improve campaign design, product positioning and new-product commercialisation.
- Support stronger retention, cross-selling and share of wallet through timely identification of adviser opportunities and at-risk assets.
- Deliver consistently against agreed sales target and KPIs.
Operational Excellence
- Partner closely with internal teams across Nedgroup Investments by sharing insights and information that support strategic priorities.
- Maintain and grow current and relevant expertise, consistently meeting stakeholder expectations.
- Run the Adviser Productivity Programme as a business-growth initiative rather than a technology implementation.
- Own the sales enablement roadmap, prioritisation of productivity use cases, adoption plan and benefits reporting.
- Coordinate delivery across Retail Sales, Marketing, Operations, Data, Technology and Compliance.
- Manage programme dependencies, risks, governance, benefits tracking and executive reporting.
- Measure improvements in coverage, selling time, opportunity conversion, net flows, retention, CRM usage and data quality.
- Drive continuous improvement by identifying low-value activity, adoption barriers and non-performing workflows
- Drive continuous improvement in knowledge, efficiency, and effectiveness.
- Maintain high standards of quality and turnaround times through disciplined adherence to systems, processes, and procedures.
- Build effective working relationships with internal service providers, ensuring communication and delivery in line with agreed service level agreements.
Culture and Transformation
- Build trusted relationships with internal stakeholders and clients, reinforcing Nedbank’s capability to manage complex client business needs.
- Encourage innovation, knowledge sharing and consistent ways of working across the sales team.
- Foster a client-centric culture in which technology improves relevance and responsiveness rather than making engagement impersonal.
- Ensure the use of data and AI remains within approved privacy, information-security, conduct and compliance controls.
People Specification
We seek to employ highly motivated, capable, and quality-focused individuals who perform effectively within a diverse, creative, collaborative, challenging, and dynamic environment. In line with our purpose of enabling investors to achieve their investment goals, Nedgroup Investments is committed to supporting employees in achieving their full potential and long-term career development.
For this role, candidates should demonstrate the following:
- A high standard of personal presentation.
- Strong self-motivation and organisational capability, with the ability to adapt to and manage a broad range of challenges.
- The ability to interact effectively with both internal stakeholders and external clients.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Qualification
- A postgraduate qualification in business, strategy, technology or change management.
Preferred Certifications
- Relevant CRM, data, analytics and project-management experience.
- Microsoft Dynamics 365, Microsoft Power Platform, Microsoft Copilot, Power BI or comparable platform credentials would be advantageous.
Minimum Experience Level
- Practical experience dealing with clients and data.
- Relevant experience in client enablement, strategy and execution.
- Practical experience with management information.
- Demonstrated ability to translate data and technology into measurable front-line commercial outcomes.
Technical / Professional Knowledge
- Business administration and management
- Business terms and definitions
- Communication Strategies
- Financial Accounting Principles
- Governance, Risk and Controls
- Nedbank policies and procedures
- Organisational behaviour theory
- Relevant regulatory knowledge
- Management information and reporting principles, tools and mechanisms
- Human Resource Policies And Practices
- Experience in working with CRM/CDP platforms desirable
- Business Case Development
- Principles of project management
- Change Management
- Products and Services
- Client Service and Stakeholder Management
Behavioural Competencies
- Initiating Action
- Building the Sales Team
- Coaching the Sales Team
- High-Impact Communication
- Driving Successful Customer Engagements
- Aligning and Executing Sales Strategy
Employment Equity
Preference will be given to individuals from under-represented groups.
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Please contact the Nedbank Recruiting Team at +27 860 555 566