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
Major accountabilities:
Achievement of Market Share Target
Demonstrate improvement on brand metrics through Brand awareness/ recall, message retention, prescription intent and trial rate.
E
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Portfolio Management: Ensure appropriate management of respective portfolios that includes but not limited to client engagement, portfolio performance management, reporting and e
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eChanne
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel
Job Description
Accountability: To build customer relationships in the preferred market segments:
To own the primary relationship with our clients by being the client’s main contact poi
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
Key accountabilities
Accountability: Managing daily sales targets (40% )
Outputs to deliver this accountability:
Agree and sign sales targets with the Team Leader and com
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
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 provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Liaising with clients
Preparing quotatio
Job description:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Liaising with clients
Preparing quotatio
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
Incumbent must have 3 years Short Term Insurance Consultant Client Service (FAIS). RE5 certificate completed, minimum 150 FAIS credits in Short Term Insurance, Personal Lines, CP
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