Requirements:
2 years’ experience in a sales and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advant
KEY RESPONSIBILITIES:
Scheduling of business appointments with client base/book
Achieve individual targets
Maintain existing business
Identify & grow client base and revenue thro
Description
The position reports to the Partner - Family Office but may work for more than one senior executive in the Family Office team and may also be responsible for manag
Duties & Responsibilities:
Process all payments daily
Preparing payments lists for pay runs
Uploading beneficiaries on online banking systems after verification
Ensure all payments are
What will make you successful in this role:
Supporting Santam sales strategy & business plan in line with the regions Targets.
Establish and manage strong relationships with brokers includ
Job Description
To grow and retain a portfolio of high-value Growth Segment relationships through partnering for growth by proactively providing a high-end differentiated service and value-adding s
Purpose of the job
To provide organisational capabilities and services to internal and external customers from conception to delivery thus maximizing customer understanding, build customer relat
The Position:
We are looking to recruit a Customer Relationship Marketer to manage, maintain and grow key accounts (schools) and to generate leads. The role will report to a Sales Manager.
Minim
Put your energy, insight and analytical prowess to work at the heart of J.P. Morgan. Spend time in our Global Corporate Banking (GCB) business, developing and working on solutions for the world's
Job Purpose
The purpose of the Relationship Consultant is to coordinate the sales process with customers across different segments by capturing orders, liaising with the warehouse and production ar
Job Purpose
To deliver banking solutions to clients by understanding their business and needs through relationship management to achieve Nedbanks strategy to be the most admired bank.
Job Respon
Job Purpose
We are looking for an experienced Banker and/or Industry Specialist to join our team. In this role you will be required to create and increase revenue and economic profit from new and e
Job Purpose
To acquire and deliver banking solutions to the high value client segment (i.e. SBS; Professional/ Financially affluent); by providing great client experiences and understanding client
Key Tasks & Accountabilities:
Functional Management:
Effective and accurate processing and payment of non-operational expenses
Ensure correct allocation of payments to correct cost cent
Job Summary
Provide specialist advise and support for day-to-day work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
Source
Job Description
Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base
Relationship an
Job Description
Income Growth and Financial Targets: Ensure a deep understanding of client's working capital cycle and business needs to provide appropriate solutions. Drive achievement of t
Job Summary
Provides financial services to meet client specific needs to promote, market and sell Financial Solutions in accordance with relevant legislation, to meet sales targets and achieve stra