The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
What will you do?
The main purpose of this job is to assist with the implementation of new clients as well as the servicing of clients (including existing clients). Also have the responsibility to resolve client queries via telephone and email (CRM). Support the Sales team and foster client growth. Understand client data, eg. Volume and value of transactions, fees generated, lapse/unpaid ratios, etc through proactive client management. Report system errors and give ideas/input for process enhancements.
What will make you successful in this role?
- Succesfull onboarding and servicing of clients
- Implemented process enhancements
- Reported system errors
- Resolved client queries
- Transferred knowledge & skills
- Good CRM skills (Client Relation Management)
- Managed risks
- Supporting the Business Manager and sales consultants
- Grade 12 with Accounting background
- Appropriate Money Movement experience/knowledge
- Computer literacy (Excel & Word)
- Diploma / Degree will be advantageous
- Multi Data system knowlegde
- Understanding client needs
- Multi Data procedures and processes
- Bank and Financial industry knowledge
- Money movement knowlegde
Grade 12 with 3 to 4 years related experience.
Knowledge And Skills
Processing transactions and conduct simple calculations
Record keeping; filing and maintenance of databases
Maintain work standards and quality verification
Data Collection and processing of transactions
Procedures Knowledge
Personal Attributes
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Communicates effectively - Contributing independently
Optimises work processes - Contributing independently
Build a successful career with us
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
