Asset Management: Senior Sales Manager (Digital Distribution) - JHB or Cape Town

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.

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.

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

A postgraduate qualification in business, strategy, technology or change management.

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.

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.

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.

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.