Martin Erasmus

Experience

• 

  Nedbank

  Aug 2000 - now

  INSTALLATIONS AND MAINTENANCE ON POINT OF SALE DEVICES CANCELLATIONS AND COLLECTIONS OF DEVICES : Responsible for all installations, cancellation and maintenance in respective area. Assist with project installations Installation of show devices and co-coordinating the return of the device after shows. Assist with overflow of area office installations, cancellations and maintenance. Ensure that all movement forms are completed and submitted to office controllers. Ensure that all boot stock is reported to team leaders on a weekly basis. Assist with investigations on dormant merchants. Assist with retention on merchants. Collection and cancellation of devices.TRAINING Provide training and fraud training to merchants. Training of merchants on request e.g. Fraud. Provide the input for all paper based instruction and training manualsCLIENT SATISFACTION : Execute all queries from clients to their satisfaction, Ensure customer focused culture without compromising risk controls. Respond to all escalated client queries appropriately, if no resolution escalated client queries appropriately, if no resolution escalate immediately. Maintain a professional customer interfacing environment. Communicate effectively and professionally with clients and colleagues. Maintain open communication with regions. Follow-up on consultants re POS devices and escalation and follow up with maintenance installation and cancellation.EXPENSE MANAGEMENT : Ensure cell, travel and accommodation expenses are kept to a minimum within the agreed budget. Show less SALES GROWTH : Proactively initiate sales; ensure sales targets are met; cross sell products to customers; generate leads to personal financial planning; action leads received; load deals; motivate to credit; liaise with product divisions; follow up outstanding deals and leads; gather required documentation; provide feedback to clients; follow intermediary code of behaviour. INTERNAL PROCESSED : Ensure compliance and conformance through; accuracy of documentation, legislation, risk and safely management, escalation process; housekeeping (Clean desk policies etc) FAIS supervision process; respond to daily e-mail communication; responsible for all client FICA requirements; act as FAIS representative and comply with all legislative requirements. Action control checklist; prevent negligent lossesCLIENT SERVICE : Focus on client retention; build and maintain relationship with clients to ensure financial needs of clients are met across all product lines. Educate and navigate customers; provide efficient quality service; resolve client complaints and queries; proactively call clients; make client appointments; action renewal reports. Implement client call back policy as per requirements. Show less

  • Technical Consultant

    Mar 2005 - now

  • Relationship Banker

    Aug 2000 - Mar 2005