Requirements
2 years’ experience in a sale and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advantag
Key duties and responsibilities include:
Ensuring that client’s due diligence is collected to the appropriate standard in line with our internal policies and procedures
Conduct Periodic
Key Duties and Responsibilities:
Manage clientt questions and queries
Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately
Job Purpose
The Bank has a responsibility to comply with all Financial Crime legislation as set out by the different regulatory bodies specifically drafted for Banks. It is the Bank's duty to a
About DFCR KZN
DFCR KZN are inspired by the difference we make in the lives of our clients, being there for them when they need it most. We are looking for suitably experienced financial advisers w
Key Purpose
Marketing of the Discovery Funeral policies, through strategic opportunity identification and relationship building and to provide financial advice to existing and prospective clients.
MINIMUM REQUIREMENTS
B.Comm Accounting or equivalent qualification
At least 3 -5 years experience
Computer literate with strong excel skills
Good problem-solving skills
High level
Overview
At M-KOPA, we believe in the power of innovation to drive financial transformation. Our journey is driven by a commitment to excellence and a vision to provide affordable and fin
Key Responsibilities:
Financial Reporting
Prepare annual financial statements
Prepare budget variance analysis
Prepare monthly and quarterly management accounts
Ensure the accurate and t
Job Summary
FMCG concern is seeking a Financial Manager to join their finance team. The purpose for this role is to oversee the financial health of the organisation by creating and analysing financ
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?
Responsible for specialist feasibility analysis, evaluations or business projects and advises on the optimisation of resources and profitability of projects or resources. Co
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
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?
Entry point for representatives in a company. Represents and sells the company's goods and/or services by visiting companies and obtaining orders. Promotes sale
Job Responsibilities
Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
Enable business to achie
Purpose Statement
To minimise risk and financial losses for both Merchants and the Bank by:
Investigating and analysing complex financial queries and disputes that cannot be resolved by th
RESPONSIBILITIES
The Senior Manager, Channel and Platforms will be responsible for the following Key Performance Areas:
Strategy Development and Implementation
Lead the development and imp