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 s
Job Description
The Office of the Ombud for Financial Services Providers (FAIS Ombud) was established in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002 (the FAIS Act). Its
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
Job Summary
Optimise the profit and economic value of portfolios of Small Business key account clients requiring low to medium complexity commercial banking requirements by focusing: a) originat
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 (advanta
Job Description
To specifically attend to client’s complaints on behalf of the company for the short - term and long - term insurance and FAIS Ombudsman Complaints. To handle Standard Bank In
Job Summary
To grow the Absa customer base through acquisition and increased customer profitability of the identified portfolio. Gain new customers and increase port folios of current customers
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market sh
Job Description
We are seeking a proactive and organised individual to support our Founder and CEO with diary management and other administrative tasks.
Responsibilities:
Manage and o
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 and Se
Job Description
Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches (Consultants,
Customer Experience: To provide service excellence and achieve c
Job Description
Business Planning, Business Performance Monitoring & Revenue Generation: Business Planning, Business Performance Monitoring & Revenue Generation
Leading the comme
Job Summary
Deliver day-to-day knowledge work, in order to execute predefined objectives as per agreed standard operating procedures (SOPs).
Job Description
Role profile not received:
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
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
Key accountabilities
Planning and Growth
Accountable for achievement of sales performance objectives in terms of sales target achievement for Inclusive Banking, Entry Level and Bulk Acquisiti
Requirements
Matric/ N4 Equivalent Qualification.
FAIS requirements based on DOFA date
Relevant regulatory examinations if you are already working in the financial services industry.
5 yea
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