Purpose
To manage Anti Money Laundering (AML) in terms of the legislation/regulation and providing advice and support to the business by monitoring risk management processes which are in place f
Job Summary
To provide holistic financial planning solutions telephonically for clients through regular reviewing the client’s portfolio in order to build a sustainable Virtual advisory pr
Job Summary
To provide a holistic insurance solution telephonically for client through new business and regular reviewing of the client’s portfolio in order to build a sustainable Virtual
Job Summary
The purpose of the role is to manage customer debt through effective and efficient collections tactics in order to minimize the loss to Absa. This will involve negotiating repayment fro
What do we need from you?
Grade 12 (Matric) certificate
FAIS compliance
RE5 an advantage
A clear criminal and credit check
A minimum of 7 years working experience (preferably in sales in
Purpose Statement
To manage a portfolio of clients by providing excellent client service which aims to retain and optimise client value whilst attracting new clients to ensure future client grow
Job Summary
Contribute to tactical planning from an operational perspective. Implement and deliver approved operational plans. Accountable for management in terms of: people, process, applied te
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and re
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
The Account Executive for BFSI (Banking, Financial Services and Insurance) is focused on executing our go-to-market strategy on a daily basis, leading relationships with clients and key other role pla
Job Summary
Direct Commercial Sales, Short-Term insurance background essential. A minimum of 150 FAIS Credits with RE5 completed. Deliver day-to-day knowledge work, in order to execute predefine
Job description:
The Adviser will provide assistance and service clients for commercial lines.
Responsibilities:
New Business Development
Cold Calling
Networking
Servicing clients on
Job Summary
To achieve operational excellence and superior client experience throughout the execution function related to the Distress Customer Solutions Business Unit.
Job Description
K
Job Summary
Deliver day-to-day knowledge work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
Sales Target : Proactively
Job Purpose
To lead sales activation and enablement efforts and manage a team of Relationship/ Account Managers. The role is located within Avo B2B (Business to Business), which is a double-sided p
OVERALL PURPOSE
The role forms part of the Family Office department where you will advise UHNW wealth creators and their families, in the management of their financial affairs. You will work alo
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
