Sanlam Fintech is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent. We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture us that of agility and constant deployment, we believe in learning fast, learning cheap and learning forward. Our aim is to provide a work environment where knowledge workers can accelerate the development of their ideas and bring innovation to market, at the same time provide compelling career and development proposition that will enable them to realize their dreams.
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?
Key Responsibilities
- Successful 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
- 2- 3 years experience working in a similar environment with experience in Multi Data system knowledge, procedures and processes
- Multi Data system knowledge
- Understanding client needs
- Multi Data procedures and processes
- Bank and Financial industry knowledge
- Money movement knowledge
- Building customer loyalty
- Building and maintaining relationships (CRM)
- Problem solving
- Communication
- Concern for accuracy
- Innovation
- Cultivates innovation
- Client focus (TCF)
- Drives results
- Collaborates
- Flexibility and adaptability
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.
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.
