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 RESPONSIBILITIES
Handle all administrative tasks and processes in relation to patients and monthly follow up. Specifically, looking after the existing customer base and also taking car
KEY RESPONSIBILITIES
Handle all administrative tasks and processes in relation to patients and monthly follow up. Specifically, looking after the existing customer base and also taking car
Job Description:
To achieve customer and client KPI targets in relation to all contacts received via multiple channels working within the requirements of data protection le
What will you do?
Sales and financial advice to new and existing customers
Remain up to date with the range of products offered by Sanlam Retail Mass.
Plan, arrange appointments and manage a
What will you do?
Sales and financial advice to new and existing customers
Remain up to date with the range of products offered by Sanlam Retail Mass.
Plan, arrange appointments and manage a
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
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
Minimum Requirements
Formal Qualifications:
A relevant Bachelors degree or equivalent qualification is required
CFP would be advantageous
South African driver’s license and must hav
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
To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct
Job Description
To partner with the business in the provision of financial expertise and advice and develop supporting processes that continuously enhance the delivery of financial services.
A
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
Duties and responsibilities:
Scrutinise contracts and agreements.
Research relevant legislation and case law pertaining to the agreement or contract.
Redraft contract or agreement to incorpo
Requirements
Be in possession of a Degree in Financial Accounting.
Experience in preparing interim and Annual Financial Statement using Caseware
Knowledge of GRAP Standards
Should have 3 t
Job Description
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
This role
Description:
To ensure accurate and timely reporting of financial results in accordance with requirements for actual and planning cycles
Provide support to the Subsidiaries during month-end cl