Role Purpose
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Description
Provide Technical Advice to clients
Identify and visit prospect clients
Weekly client visits and follow up on feed orders
Weekly feedback and planning on client visit schedule
Key Responsibilities
On boarding and administration of advisor/SAI’s and new broker contracts:
Conduct the required checks for all new appointments, which includes Agent, DOFA, FSB and
Job Purpose
Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.
Job Purpose
Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market share.
Ref: LADV003
Purpose of the role:
To provide legal advice on general property, corporate and commercial law matters and transactions and investment legal advisory of the PIC.
Requirement
Responsibilities:
Achievement of all store turnover, new accounts & rewards
Providing excellent customer service
Stock management
Daily stock counts
Vi
Job Description
To provide administration support to ensure the smooth running of the Administration and Risk part of the Branch and assist in the achievement of the customer migration to electr
Are You Someone Who Can
Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
Increase vertical sales index (VSI) and drive client retention a
Are you someone who can:
Achieve previously determined sales targets across the business by identifying opportunities to advise on FirstRand investment and risk products
Identify new business
Job Description
To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase
Job Description
To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the corre
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 (eCha
Key accountabilities
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff)
Particip
Job Description
Administration: Effectively fulfil all required administrative duties, including tracking and reporting
Customer Experience: To provide service excellence and achieve cus
What will you do?
As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display t
Area of Speacialization :
To provide cost engineering advisory and support services to the project and resolution of cost engineering issues over the life cycle of the projec
Minimum Requi
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